Microsoft Dynamics CRM Integration
QuoteWerks + Microsoft Dynamics CRM Integration: CPQ Software for Faster Quotes and Proposals
QuoteWerks Web connects directly with Microsoft Dynamics CRM and Dynamics 365 Sales to streamline the quoting process without disrupting your existing workflow.
Sales reps can pull customer and opportunity data from CRM, build structured quotes and proposals in QuoteWerks, and keep everything aligned without duplicate entry.
This creates a cleaner sales process where CRM manages the pipeline and QuoteWerks handles quoting and proposal delivery.
Connect QuoteWerks Web with Microsoft Dynamics CRM and Dynamics 365 Sales to create professional quotes and keep your sales process aligned
QuoteWerks connects quoting directly to Microsoft Dynamics CRM accounts, contacts, and opportunities, helping keep your pipeline aligned and your forecasting accurate.
Built for Dynamics CRM Users
Go beyond basic CRM quoting
Use QuoteWerks Web when built-in CRM quoting is not enough
Microsoft Dynamics CRM and Dynamics 365 Sales include native quoting functionality, but most teams reach its limits when quotes become more detailed or require a structured workflow.
QuoteWerks Web extends your CRM by providing a dedicated quoting and proposal system designed for real-world sales scenarios.
Instead of forcing CRM to handle quoting complexity, your team can:
- build structured quotes with multiple products and pricing scenarios
- generate professional proposals
- manage revisions and updates more efficiently
All while keeping customer and opportunity data connected to Microsoft Dynamics CRM.
Microsoft Dynamics CRM Quoting
Understand what Microsoft Dynamics CRM quoting does well
Built-in quoting works for simple scenarios, but has limits as complexity increases
Microsoft Dynamics CRM and Dynamics 365 Sales include built-in quoting functionality that allows users to create quotes from opportunities, manage products, and track pricing.
For straightforward sales scenarios, this works well. Teams can generate a basic quote, associate it with an opportunity, and move deals forward within the CRM.
As quoting becomes more complex, limitations begin to surface. Teams often run into challenges such as:
- difficulty managing larger or more detailed quotes
- limited flexibility in structuring pricing and line items
- basic proposal output that is not designed for customer presentation
- friction when revising quotes or managing multiple versions
These limitations are not flaws in the CRM. Microsoft Dynamics CRM is built to manage relationships and pipeline activity, not to serve as a full quoting system.
QuoteWerks Web fills that gap by providing a purpose-built quoting environment while keeping everything connected to Microsoft Dynamics CRM.
Why QuoteWerks
A scalable upgrade to Microsoft Dynamics CRM quoting
Move beyond basic quoting tools without changing your CRM Platform
Microsoft Dynamics CRM provides strong CRM functionality and built-in quoting tools that work well for simple deals and straightforward sales processes.
As quoting becomes more complex, many teams need more control over how quotes are built, priced, and managed.
QuoteWerks Web extends Microsoft Dynamics CRM with a dedicated CPQ system designed to handle this complexity while keeping CRM as your system of record.
- Greater control over pricing, margins, and quote structure
- Support for complex quotes with bundled products and configurations
- Faster quote creation with a more structured workflow
- Consistent quoting process across your entire sales team
- Professional, customer-ready proposals
- Improved pipeline visibility through better alignment between quotes and opportunities
QuoteWerks integrates with Microsoft Dynamics CRM, but it is not limited to the constraints of CRM-based quoting tools.
It provides the structure, speed, and control needed to scale your quoting process as your deals become more complex.
Platform Fit
Designed for Microsoft Dynamics CRM and Dynamics 365 Sales environments
A practical upgrade without replacing your CRM
QuoteWerks Web is designed to work alongside Microsoft Dynamics CRM and Dynamics 365 Sales without requiring changes to your existing system.
It enhances your sales workflow by improving how quotes are created, managed, and delivered while keeping your CRM as the central system for customer and pipeline data.
Because QuoteWerks Web is browser-based, it works across your team and is available across all QuoteWerks Web editions.
This makes it a practical solution for teams that want better quoting without replacing their CRM.
Dynamics 365 Sales ⟷ QuoteWerks ⟷ Dynamics 365 Sales
Integration Details
How QuoteWerks Works with Microsoft Dynamics CRM Accounts, Contacts, and Opportunities
Keep Your Microsoft CRM aligned with real quoting activity
QuoteWerks connects quoting directly to Microsoft Dynamics CRM and Dynamics 365 Sales so your CRM reflects the full lifecycle of each opportunity, not just basic account and contact data.
Sales reps can work within a structured quoting workflow while keeping key CRM records aligned automatically. This ensures your pipeline stays accurate, your data stays consistent, and your team avoids duplicate entry.
QuoteWerks supports a connected workflow between quoting and CRM, including:
- Search Microsoft Dynamics CRM accounts and contacts when creating quotes
- Use CRM data to populate quotes automatically
- Associate quotes with existing opportunities
- Keep opportunity values aligned with quote totals
- Store quote activity with the correct account and opportunity records
- Maintain visibility into quoting activity directly within CRM
- Support consistent sales processes across your team
This allows Microsoft Dynamics CRM to remain your system of record while QuoteWerks handles the quoting process more effectively.
The following capabilities highlight how QuoteWerks works with Microsoft Dynamics CRM and Dynamics 365 Sales to support your quoting and sales workflow.
From the Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the MS CRM database for a contact by name or phone number. You can also search for an Account by company name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any Contacts associated with an Account can be returned with the search results.
When saving a quote, QuoteWerks automatically creates a Note record for the opportunity and will attach a linked document as an attachment in the note.
When you are in MS CRM you will see the Note for each quote that you have created for this opportunity. When you view the note, you can right click and choose ‘Open’ to launch QuoteWerks and open that quote. This feature is very useful for organizing and finding your quotes from within Microsoft Dynamics CRM.
When saving a quote, QuoteWerks automatically creates or updates a Sales Opportunity under the Sales tab for the Contact in MS CRM. When you are in MS CRM and select the Sales tab for this contact you will see the sales opportunities and their sale amounts for each quote you have created for this MS CRM contact. The Sales Opportunity feature is very useful in determining your projected cash flow.
By creating sales opportunities in MS CRM you can generate reports in MS CRM that give you insight into your sales pipeline. If you already have a sales opportunity for this quote, it will automatically update the existing one to reflect changes you have made to the quote. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report.
When saving a quote, QuoteWerks can automatically create or update a MS CRM quote when saving the opportunity. When you are in MS CRM and select the Sales tab for this contact you will see the quote for the QuoteWerks document with the line item detail. The Quote Entity feature is very useful in reporting on quoted items within MS CRM.
We create quotes with the expectation that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing MS CRM Sales Opportunity into a “Closed as Won” sale. If no Sales Opportunity exists in MS CRM (This would be the case if a customer called to place an order without requesting a quote first), QuoteWerks will simply create a new “Closed as Won” Sales Opportunity in MS CRM.
In MS CRM, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports.
When saving a quote, QuoteWerks offers to schedule a follow up call for you in MS CRM.
By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Activities tab for the Contact in MS CRM.
When you select the MS CRM contact to use in the quote, our innovative DataLink feature can automatically pull other information from MS CRM into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
The MS CRM DataLink is bi-directional, so field information can be copied from QuoteWerks into the MS CRM opportunity and then fields can also be copied from the MS CRM Opportunity into QuoteWerks.
Microsoft Dynamics CRM Integration FAQ
Common questions about QuoteWerks and Microsoft Dynamics CRM
What teams want to know before extending Dynamics with CPQ
Teams using Microsoft Dynamics CRM and Dynamics 365 Sales often have questions about how quoting fits into their existing workflow. These answers explain how QuoteWerks Web extends your CRM, improves quoting efficiency, and keeps your pipeline aligned as deals become more complex.
Yes. QuoteWerks Web integrates with Microsoft Dynamics CRM and Dynamics 365 Sales, allowing your team to connect customer data, accounts, contacts, and opportunities directly to the quoting process. This ensures that your CRM and quoting workflow stay aligned without requiring duplicate entry or disconnected systems.
Microsoft Dynamics CRM includes built-in quoting that works well for simple sales scenarios. However, as quotes become more complex, teams often need more control over pricing, structure, and presentation.
QuoteWerks Web provides a dedicated CPQ system designed for more advanced quoting workflows. It allows your team to create detailed quotes and professional proposals while keeping Microsoft Dynamics CRM as the system of record.
No. Microsoft Dynamics CRM remains your system for managing customer relationships, accounts, contacts, and pipeline activity.
QuoteWerks Web complements Microsoft Dynamics CRM by handling the quoting and proposal process. This allows each system to focus on what it does best without forcing CRM to manage quoting complexity.
Yes. QuoteWerks Web allows sales reps to search for and use Microsoft Dynamics CRM account and contact data when creating quotes.
This ensures that quotes are based on accurate, up-to-date information and eliminates the need to manually re-enter customer data.
Yes. QuoteWerks helps keep opportunity data aligned with quoting activity so that your pipeline reflects what is actually being quoted.
This improves forecasting accuracy and ensures your CRM provides a more reliable view of your sales pipeline.
QuoteWerks associates quote activity with accounts and opportunities in Microsoft Dynamics CRM, helping your team track what has been quoted and when.
This improves visibility and ensures that important quoting activity is not lost in emails or external documents.
Yes. One of the primary benefits of integrating QuoteWerks with Microsoft Dynamics CRM is eliminating duplicate entry.
Customer and opportunity data can be used directly in the quoting process, reducing errors and saving time for your sales team.
Yes. QuoteWerks is designed specifically for more complex quoting scenarios, including multi-line quotes, structured pricing, bundled products, and detailed proposals.
This makes it a better fit for teams that have outgrown basic CRM quoting capabilities.
Yes. As deal size and complexity increase, many teams find that CRM-based quoting becomes limiting.
QuoteWerks Web provides the structure, control, and efficiency needed to scale your quoting process while continuing to use Microsoft Dynamics CRM as your central system for pipeline management.
Yes. QuoteWerks Web is designed to work with Microsoft Dynamics CRM as well as Dynamics 365 Sales environments, allowing teams to extend their existing CRM with a more capable quoting system.