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AI-Powered Quote Creation with Microsoft Copilot & Quote Manager CPQ

Posted at 11:56 Friday July 17, 2026 by
In Configuration Price Quote, Microsoft Dynamics 365, Sales
AI-Powered Quote Creation with Microsoft Copilot and Quote Manager CPQ Turn Customer RFQs into Accurate Quotes Faster
AI-Powered Quote Creation with Microsoft Copilot and Quote Manager CPQ Turn Customer RFQs into Accurate Quotes Faster

17 Jul AI-Powered Quote Creation with Microsoft Copilot & Quote Manager CPQ

Posted at 11:56h in Configuration Price Quote, Microsoft Dynamics 365, Sales by

Turn Customer RFQs into Accurate Quotes Faster

Quote Manager CPQ is built natively within Microsoft Dynamics 365 Customer Engagement (CE), enabling seamless integration with Microsoft Copilot, Power Automate and Azure AI Services.

Because both Quote Manager CPQ and Microsoft Copilot operate within the Microsoft Dynamics ecosystem, organisations can leverage their existing Microsoft investments to automate the quotation process without introducing additional third-party AI platforms found alongside other CPQs.

Quote Manager in Dynamics 365

Simplify your quoting process

This means users continue working within familiar Dynamics 365 and Microsoft environments, allowing businesses to maximise the value of existing Copilot licences, user adoption programmes and AI skills training. There is no requirement to learn or manage separate AI applications, reducing complexity while accelerating time to value.
Together, these technologies can help automate quote creation, reduce manual effort, improve accuracy and accelerate response times, all while maintaining a consistent user experience across the Microsoft platform.

CRM Dynamics specialises in Quote-to-Cash solutions and can help organisations design, implement and optimise AI-powered quote creation processes using the Microsoft technology stack. We can also provide proven accelerators, pre-built workflows and implementation expertise to help organisations realise value from AI faster.

How AI-Powered Quote Creation Works

QThe process begins when a Request for Quotation (RFQ) is received. 

RFQs can arrive through multiple channels, including:

• Inbound Email
• Customer Portals
• Online Forms

Once received, the RFQ automatically triggers an AI-driven workflow designed to analyse the request and prepare a quote.

Extracting Information from Customer Requests

Customer RFQs often contain information in different formats, including:
  • Email text
  • PDF documents
  • CSV files
  • Product lists
  • Technical specifications
  • Supporting attachments

Using Microsoft Copilot, Azure AI Document Intelligence, and Power Automate, relevant information is extracted and converted into structured quote data.

This information is then used to create the quote header and quote lines directly within Quote Manager CPQ.

Quote Manager in Dynamics 365

Simplify your quoting process

Building Quotes Automatically in Dynamics 365

Because Quote Manager CPQ operates entirely within Microsoft Dynamics 365 CE, AI-generated information can be used to automatically create quotations without the need for manual data entry.
The solution can:
  • Create quote records automatically
  • Generate quote line items
  • Apply customer-specific pricing
  • Apply discount structures
  • Route approvals where required
  • Notify sales teams of completed quotes
The result is a faster, more efficient quotation process that allows sales teams to focus on customers rather than administration.

Human Review When Needed

While AI can automate much of the process, some RFQs will contain unusual requests or incomplete information.
When this happens, Quote Manager’s Import Manager provides a review stage where users can validate and amend AI-generated quote lines before the quote is finalised.
This approach combines the speed of automation with the control and accuracy of human oversight.

Quote Manager in Dynamics 365

Simplify your quoting process

Accurate Customer Pricing Every Time

Quote Manager CPQ uses the pricing information already stored within Dynamics 365.
When a quote is generated, the solution automatically references:
  • Customer/Region specific price lists
  • Contract pricing
  • Discount schedules
  • Product configuration rules
  • Volume-based pricing structures
This ensures every quote reflects the correct commercial terms for the customer.

Why CRM Dynamics?

CRM Dynamics has extensive experience helping organisations streamline complex quoting processes within Microsoft Dynamics 365.
We can help you:
  • Identify AI automation opportunities
  • Design your quote automation strategy
  • Configure Microsoft Copilot and Power Automate workflows
  • Deploy pre-built accelerators and templates
  • Reduce implementation time and risk
Whether you’re looking to automate a handful of RFQs each week or thousands each month, we can help you build a scalable AI-powered quoting solution.

Ready to See AI-Powered Quoting in Action?

Contact CRM Dynamics today to schedule a demonstration of Quote Manager CPQ and discover how AI can transform your quotation process.

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