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servicePath CPQ+ & Microsoft Dynamics CRM A powerful combination Let's Talk

Seamlessly connect Microsoft Dynamics with servicePath CPQ+ for a robust, fully integrated Quote-to-Cash solution.

Harness the power and versatility of the world’s largest CRM system with servicePath’s easy-to-use configure, price and quote (CPQ+) platform to help give your sales team the advantage over your competition. Rapidly create winning proposals from within Microsoft Dynamics while leveraging servicePath’s business rules, configured products, workflows and quote engine.

No additional licenses required

Real-time synchronization of Organization, Contact and Opportunity

Support for production and sandbox environments

Single sign-on to Microsoft Dynamics and servicePath

Integration with pipeline reports with reporting down to the Price Element level

100% Cloud-Based Integration

servicePath, like Microsoft Dynamics, runs entirely in the cloud. No software needs to be downloaded for end-users. Integration is simple and straightforward. What’s more, servicePath engineers are dedicated to maintaining and improving your integration. The best part? You don’t need developers to operate and maintain optimal operational efficiency.

Step 1: Build business rules, configured solutions and pricing into servicePath

Step 2: Connect servicePath to Microsoft Dynamics

Step 3: Utilize servicePath’s powerful quoting engine through drag-and-drop in Microsoft Dynamics

Step 4: Close deals and win more business

Generate Original & Automated Proposals From Within The CPQ+ Platform

Easily stand out from the competition with unique proposals by using servicePath’s customizable proposal templates from within Microsoft Dynamics. Create business documents that truly reflect your unique company style and professional appearance.

Generate aesthetically-pleasing proposals from within Microsoft Dynamics with a single click

Utilize a cohesive branding strategy to reinforce your credibility

Customize proposal templates to fit your unique style

Add images and diagrams from your own library into your proposals

Obtain Seamless Integration & Reduce Internal Friction

Eliminate workflow inefficiencies and get your management team on the same page without the need to copy and paste data from one system to another. With servicePath’s seamless integration with Microsoft Dynamics you can drag and drop fields right onto your reports, saving you both time and money.

Forecast Values directly from servicePath

Price Element Category presented as aggregate value for all products

Instantly access the latest proposal that is in your customer’s hands

Accelerate The Quote-to-Cash Process & Increase Margins

Empower your sales team with easy-to-use quote-creating tools within the Microsoft Dynamics interface. Send proposals and close deals with speed with an effective and streamlined quote-to-cash process.

Access to all of servicePath’s quoting and solution-building functionality

Create multiple versions of quotes to give customers options to consider

Drag products into the solution within Salesforce

Choose the servicePath quote to include in forecasts

It’s time to adopt a CPQ platform that is faster, more secure and provides the financial visibility you need. See what servicePath can do for your organization.

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  • Home
  • Why ServicePath
    • Fix Failed CPQ
    • Digital Transformation
    • Optimizing After Acquisitions
    • The Rapid Rate of Change
  • Products
  • Integrations
    • CRM Integrations
      • Salesforce CRM Integration
      • Dynamics CRM Integration
      • NetSuite CRM Integration
    • API, Webhooks, Parsers, and Data Provider Integrations
  • Industries
    • Managed Service Providers
    • Systems Integrators
    • Software and Technology Companies
  • Clients
  • About
    • Origin Story
    • Leadership Team
  • Resources
    • What is CPQ or Configure Price Quote?
    • The Quote-to-Cash Process
    • Blog
    • News
    • Case Studies
    • Latest Episodes from revCast
    • CPQ Vendors Matrix
    • CPQ Solutions Study
    • Your Alternative to Salesforce CPQ
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