CPQ Integrations Dynamics 365 Dynamics 365 Finance

Dynamics 365 Finance

Handle complex product and price configurations with ease, and create BOM and routings with a single click, to accelerate the delivery of tailored quotes and boost profitability.

Are your product or service quotes complex?

Do you need a CPQ solution that quickly delivers sophisticated, accurate customer proposals consisting of thousands of potential product and pricing rules, and automates the creation of individualized BOM and routes from your Microsoft Dynamics 365 FO/AX environment? Heavy equipment and high-tech manufacturers, professional field service organizations and retailers that require an intuitive, user-friendly configuration interface backed by a powerful engine turn to Experlogix to solve their unique CPQ challenges.

Seamlessly integrated with Projects, Quotes, Orders, Product Catalog, and Price Lists, Experlogix CPQ for Dynamics 365 FO/AX enables sales representatives to accelerate quote and order processes and eliminate errors, guided through the most complex pricing and quoting parameters, speeding up sales cycles, improving accuracy and increasing revenue.

A powerful solution

For business users

Experlogix strives to provide the best CPQ experience for Microsoft Dynamics users by delivering comprehensive yet simple-to-use capabilities, with the highest caliber of integration to their ERP platform. This results in a natural transition from Dynamics to CPQ for your business users, which shortens learning curves and increases user adoption for significant ROI.

Lean manufacturing

Manufacturers who need to replace routing steps with Lean Schedule ID can use Experlogix’s unique lean manufacturing functionality across the organization or on specific areas of the business. You can simultaneously let the production orders run with routing steps in other areas.

On-demand BOM and routing

Experlogix CPQ for Dynamics 365 FO/AX can produce new product items, BOM and routings, or reuse existing ones. Sub-BOM attributes can be mapped to Experlogix, allowing you to set quantities, units of measure, etc. Sub-route attributes like cycle time, move time and queue time can also be calculated by the solution.

Project-based manufacturing

The Experlogix CPQ solution allows you to easily configure all Project transaction types – including items, hours, fees, and expenses – and drive Work Breakdown Structures (WBS) on a Project from a configuration. You can also set quantities, costs, prices, discounts, and project workers.

Extended inventory

With Experlogix, users can configure and extend Dynamics 365 FO/AX’s attribute-based Inventory, including intelligent part numbering.

One-to-many config ID

Experlogix supports one configuration to many lines of output on a project, quote or order. Each line can have a unique BOM, routing and Lean Schedule ID.

Logic-based rules and formulas

Non-technical users can leverage Experlogix CPQ for Dynamics FO/AX’s intuitive workbench to create and maintain complex rules and sophisticated algebraic formulas, without programming expertise.