13 Jan AI for Quoting | Microsoft Dynamics 365 | Quote Manager CPQ
Road map for Quote Manager
Quote Manager has a road map for AI Developments that starts with enabling users to import quote lines from Excel and PDF’s in bulk. This is due in Q1 2026 this solution will help clients that receive quote requests with the details of the products that require a quotation. Typically these organisation are working in a fast paced quoting environment and we estimate the effort for quoting can be reduced by around 50% as a result.
Future development will also include receipt of emails that automatically create quote. This will include the use of the standard co-pilot features.
Quote Manager & CoPilot
Quote Manager is a native solution within Microsoft Dynamics so users can take advantage of the capability of Co-Pilot and to provide unique solutions tailored to your specific needs. CRM Dynamics Ltd who provide the Quote Manager product have an unrivalled experience of applying technology to the quoting process, there are many ways that this can be improved before you need to add AI into the mix. If you require help or assistance with your project, we would welcome the opportunity to give our experiences.
As AI gets more sophisticated it will start to become increasingly useful to the quoting process. It has the potential to provide a number of benefits:
- Manage product and pricing strategies
- Dynamics pricing based on competitive and demand behaviour
- Improved revenue and margins
We have identified the following list of use cases and readers can decide for themselves what might become useful.
This is likely to depend on many factors, not least what type of industry you are in. There is a wide variation in the application of AI between a company offering fast moving products in a highly competitive environment to a consultancy company implementing niche IT solutions.
The following list of use cases can be considered:-
1. Automate Quote Creation
AI can generate complete sales quotes from:
- Client requests from emails with attachments.
- A short description of customer needs
- CRM data
- past quote templates
- product catalogues
It can fill in technical specification, pricing, SKUs, quantities, and recommended configurations automatically.
2. Personalize Quotes for Each Customer
AI can tailor:
- Client requests from emails with attachments.
- A short description of customer needs
- CRM data
- past quote templates
- product catalogues
So each quote feels custom and relevant.
3. Speed Up Approvals
AI can:
- check if a quote violates discount rules
- route quotes automatically to managers
- summarize risks or exceptions
This makes approval cycles much faster.
4. Generate Proposal Documents Automatically
AI tools can produce:
- check if a quote violates discount rules
- route quotes automatically to managers
- summarize risks or exceptions
Based on the quote details—no more manual formatting.
5. Predict the Best Product or Price
AI can analyse historical wins/losses to recommend:
- most likely products the customer will buy
- Buyers history, market demand and competitive activity.
- optimal discount to win while maximizing margin
- cross-sell / upsell opportunities
6. Identify the tax and shipping costs
- Using CRM weight and dimension
- Identify sales tax and tariffs
7. Find third-party products for resell & related request for quote from suppliers
- AI can trawl various websites e.g. ebay, Amazon and many others. To find NEW and refurbished product
- Generate formal request for quote for products
We suggest you create a proof of concept and iteratively evolve the prototype by working with the end users to ensure the solution is workable in the real world environment. Major providers of AI technology such as Microsoft with their CoPilot solutions make a safe bet as you start your AI journey.
Please contact us to discuss your quoting and project requirement, we can explain more.
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