Tacton Microsoft Dynamics 365 Integration connects Tacton CPQ with Microsoft Dynamics 365 to provide advanced product configuration, pricing, and quoting capabilities within the CRM environment. It enables sales teams to configure complex products using engineering-driven rules while maintaining data alignment between CRM, CPQ, and downstream systems.
Vendor
Tacton Systems
Company Website
Tacton Microsoft Dynamics 365 Integration connects Tacton CPQ with Microsoft Dynamics 365 to provide advanced product configuration, pricing, and quoting capabilities within the CRM environment. It enables sales teams to configure complex products using engineering-driven rules while maintaining data alignment between CRM, CPQ, and downstream systems.
Key Features
Embedded CPQ within Dynamics 365 Provides configuration and quoting directly in the CRM interface.
- Access from opportunities and sales records
- Integrated quote management
- Consistent user experience inside Dynamics
Rule-Based Product Configuration Applies engineering and manufacturing constraints during sales.
- Real-time validation of product combinations
- Enforcement of technical rules
- Support for complex and multi-level products
Automated Pricing Logic Calculates prices based on configuration parameters.
- Dynamic pricing models
- Discount and pricing rule management
- Consistent commercial policies
Data Synchronization Ensures alignment between systems.
- Bidirectional data exchange
- Synchronization of opportunity and order data
- Reduced manual data re-entry
Support for Complex Manufacturing Scenarios Handles engineer-to-order and configure-to-order products.
- Structured product models
- Management of dependencies and variants
- Scalable rule framework
Cloud-Based Architecture Delivered as a SaaS solution.
- Centralized configuration governance
- Secure cloud deployment
- Global accessibility
Benefits
Higher Quote Accuracy Reduces invalid or non-buildable orders.
- Engineering-aligned configurations
- Automated validation
Improved Sales Efficiency Accelerates configuration and quoting processes.
- Guided selling workflows
- Automated calculations
Consistent Commercial Processes Standardizes pricing and configuration logic.
- Central rule management
- Controlled pricing policies
Reduced Operational Errors Minimizes discrepancies between CRM and production systems.
- Structured configuration output
- Integrated system communication
Better Cross-Department Alignment Aligns sales, engineering, and manufacturing.
- Shared configuration models
- Transparent data flow