Microsoft Dynamics 365 for Sales and Operations brings together CRM and ERP to streamline Prospect-to-Cash processes. We’d like to show you how adding e-Con CPQ turns this centralized insight and efficiency into complete insight and efficiency. Prospect-to-Cash processes in Dynamics 365 fall into 6 distinct but integrated areas: lead, opportunity, quote, sales order, fulfillment, and invoice. e-Con CPQ works with 3 of these areas: opportunity, quote, and sales order.
When you use e-Con CPQ within the Opportunity area in Microsoft Dynamics 365 for Sales, you can give prospective customers a complete view into custom and complex offerings at any point in the sales process. Because e-Con CPQ ‘lives’ in the Dynamics database, it can read and write data, logic, calculations across Dynamics 365 for Sales and Dynamics 365 for Operations in real time. For example, if an opportunity wants quick insight into costs and production timing for a custom product, you can input data and get a flawless response in seconds.
e-Con CPQ lets you create a quote directly within Dynamics 365 for Sales. Guided Selling questions cover all dependencies and logic, ensuring a quick, error-free quote. You can also create customer-specific brochures, proposals, and other documents with a few clicks or taps.
Ready to create a sales order? e-Con auto-converts the quote from Dynamics 365 for Sales to Dynamics 365 for Operations. More important, e-Con jump-starts production by calculating and generating manufacturing and logistic records such as BOMs, Routings, Service Agreements, and more. Order processing requires nothing more than quick validation and approval.
To see how e-Con CPQ unifies Dynamics 365 Prospect-to-Cash processes, check the visual below. If you’d like to see e-Con CPQ for Dynamics 365 in action, you can request a free online demo.
Prospect to cash process dynamics 365