Configure One Connect for Dynamics 365 CE

作者 Revalize Software, Inc.

Streamline your business operations by revolutionizing how you quote and sell products and services.

Configure One is a CPQ solution for Microsoft Dynamics 365 CE. Streamline your business operations by changing how you quote and sell configurable products and services. We help automate configuration and sales processes for small, medium, and enterprise companies.

·         Reliable product configuration and pricing

·         Lightning fast quote turnaround times

·         Synchronized data for items and addresses

·         Eliminate quote and configuration errors

·         Visual product configurator

Users can access the Configure One quoting interface directly within the Opportunity form in Dynamics 365 CE. When they create a new quote, customer account and contact information from the Dynamics opportunity are imported to the quote in Configure One.

From the Configure One quoting interface, users can create new product configurations and add line items to the quote. After all of the line items are added, Configure One can generate a new quote proposal document.

Quote documents and line items from the Configure One quote are integrated with the opportunity quote object in Dynamics 365. Any new or unique product configurations are saved as products in Dynamics and added to the opportunity. If the same product configuration has been used before, the existing product from Dynamics is added to the opportunity.