Closing the Quoting Gap: CPQ + Microsoft Dynamics 365 Business Central

Quoting is easy … until it isn’t!

For companies running Microsoft Dynamics Business Central, quoting starts off smoothly. But as soon as custom configurations, customer-specific pricing, or approval processes enter the picture, things can quickly spiral.

Sales teams often find themselves juggling disconnected spreadsheets, chasing internal approvals, or rekeying data between systems. Meanwhile, customers are left waiting – and that wait can cost you deals.

Business Central is a powerful ERP, no doubt. But when it comes to configure-price-quote (CPQ) needs, it wasn’t built with every complexity in mind. And that’s where a dedicated CPQ tool steps in.

Quote Manager in Dynamics 365

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Where the Quoting Process Breaks Down

In most organisations, quoting issues follow a familiar pattern:

Repetitive manual entry

Salespeople copy-pasting between email, Excel, and BC leads to delays and errors, as well as a lack of visibility for the wider business.

Limited flexibility for customer-specific deals

Business Central may handle standard pricing well, but once you factor in customer discounts, bundles, or unique configurations, things get messy.

Disconnected workflows

Pricing lives in BC. Product details live in another system. Approvals? Probably via email. The result: quoting takes longer than it should.

Slow turnaround = missed opportunities

By the time a quote is ready, the buyer might have moved on. In fast-moving industries, quoting speed is a competitive advantage.

Quote Manager in Dynamics 365

Simplify your quoting process

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Free consultation

The Role of CPQ Tools

A CPQ (Configure, Price, Quote) solution is designed to do exactly what its name suggests, help teams build accurate, timely quotes, even in complex scenarios.

Where ERP systems like Dynamics Business Central are built to manage back-office operations (inventory, finance, supply chain), CPQ sits closer to the front of the sales process, bridging the gap between what the customer wants and what the system can deliver.

Here’s what a CPQ tool typically brings to the table:

Smart configuration

Whether you sell packaging solutions, equipment, or services with multiple options, CPQ tools help Salespeople configure offers based on real-world constraints, without relying on in-house knowledge or guesswork.

Dynamic pricing

No more digging through spreadsheets or relying on memory. CPQ tools can apply real-time pricing logic and business rules, customer/region/product specific discounts, and volume-based pricing, all synced in real-time with Business Central.

Built-in approvals and workflows

Need sign-off from finance? Or a discount approval from your sales manager? CPQ tools can automate those workflows, keeping quotes moving while maintaining control and visibility.

Consistent, professional output

Say goodbye to cobbled-together PDFs. CPQ tools generate branded, accurate, and version-controlled quotes, some with e-signature integration.

Seamless data flow

The best CPQ solutions integrate directly with Business Central, pushing and pulling data like product info, inventory levels, and customer records, so your teams are always quoting against up-to-date data.

Business Central + CPQ = A Natural Fit

Think of Dynamics 365 Business Central as the engine of your operations – it’s great at running the business. But when quoting gets complicated, you need something more agile to sit on top and connect sales with operations.

That’s where a CPQ really comes into its own.

With the right CPQ tool, Business Central becomes a more powerful, responsive quoting platform, without the need for extensive customisation.

Here’s how they can work together:

Product and pricing data stays in BC

Your CPQ tool pulls from Business Central in real-time, meaning your team is always quoting based on accurate product information, costs, and stock levels.

Quotes flow back into BC

Once a quote is approved or accepted, it can be pushed back into Business Central, ready to become an order, invoice, or project, without rekeying anything.

Sales stays focused

Instead of bouncing between systems or asking the ops team for help, salespeople get a single interface to build quotes, request approvals, and track progress, all without leaving the CRM.

Operations stay in control

Your core financial and product rules stay enforced in BC, while CPQ handles the variability of real-world deals.

In short: you get the best of both worlds – robust ERP stability, paired with flexible, user-friendly quoting capabilities.

Quote Manager in Dynamics 365

Simplify your quoting process

See Product

Free consultation

‘Quote Manager’: A CPQ Made for Microsoft Dynamics

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If you’re already invested in the Microsoft stack, it makes sense to look for a CPQ solution that works with your existing systems – not around them.

That’s exactly what Quote Manager CPQ is built to do.

Developed by CRM Dynamics, Quote Manager is a lightweight, powerful CPQ add-on designed specifically for the Dynamics ecosystem – including seamless integration with both Business Central and Dynamics 365 CE.

Here’s how it stands out:

Built for the Dynamics user experience

No extra portals, no constant UI jumps – Quote Manager feels like part of the platform… because it is part of the platform!

Real-time integration with Business Central

Pull in up-to-date pricing, products, and inventory data from BC, and push quotes back in once they’re approved / closed won.

Configurable logic, ‘no-code’ setup

Easily define pricing rules, quote templates, approval flows, configurations and product bundles – all without a development team.

Ideal for industries like Distribution, Manufacturing, and Custom Services

We’ve seen customers with highly complex quoting needs (multiple products, custom configurations, pricing tiers) streamline workflows and reduce turnaround times significantly.

Say goodbye to spreadsheet workarounds

Keep your sales team working inside Dynamics, where their data stays clean and visible – and your customers get fast, accurate quotes that reflect real-time business data.

CRM Dynamics Quote Manager CPQ helps you do more with what you already have – turning Business Central into a modern, flexible quoting engine.