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Discover the Missing Features in Standard Dynamics 365 Quoting: Why Our CPQ addon is Essential ?

Posted at 09:24 Tuesday January 14, 2025 by
In Configuration Price Quote, Microsoft Dynamics 365, Sales
Discover the Missing Features in Standard Dynamics 365 Quoting (1)-min
Discover the Missing Features in Standard Dynamics 365 Quoting (1)-min

14 Jan Discover the Missing Features in Standard Dynamics 365 Quoting: Why Our CPQ addon is Essential ?

Posted at 09:24h in Configuration Price Quote, Microsoft Dynamics 365, Sales by

Microsoft Dynamics 365 is a powerful CRM platform, but when it comes to quoting, the standard functionality leaves much to be desired.

Sales teams often face limitations that hinder their ability to create professional, accurate, and customised quotes efficiently.

Our quoting add-on bridges these gaps, offering advanced features that transform Dynamics 365 into a comprehensive, integrated pipeline.

Quote Manager in Dynamics 365

Simplify your quoting process

Standard Dynamics 365 Quoting vs Quote Manager CPQ

1. Enhanced Product Search and Filtering

In standard Dynamics 365, finding the right product for the Quote can be time-consuming and long-winded process. This often led to inefficiencies, especially when managing extensive product catalogs.

Our add-on offers advanced search and filtering capabilities, enabling users to quickly locate products by supplier, attributes, categories, or custom criteria. This advanced functionality speeds up the quoting process and ensures accuracy.

2. Flexible Quote Layouts

Standard Dynamics 365 limits users to adding products one at a time, with no flexibility to reorder items or group them into sections. Printing options are equally rigid, forcing quotes to appear exactly as they were initially entered.

Our solution enhances this feature by enabling:

• Drag-and-drop reordering of items.

• Grouping products into customizable sections with subtotals.

• Adding page breaks and other formatting options for polished, professional quotes.

Related Blog: How to design and edit Quote Grid Layout?

3. Optional Items, Bundles, and Cross-Selling

Cross-selling and upselling are crucial for maximizing sales opportunities, but standard Dynamics 365 lacks the tools to support these strategies.
Our add-on allows you to:
  • Include optional items in quotes to encourage upselling.
  • Create bundles that group related products together.

Related Blog: Using product configurations & product suggestions

4. Templated Solutions for Efficiency

Sales teams often recreate the same quotes for common scenarios, wasting valuable time. Standard Dynamics 365 does not include a dedicated template quote feature out of the box.
With our add-on, you can pre-create templated solutions and pull them into quotes instantly. This feature not only saves time but also ensures consistency and accuracy across your team.

Related Blog: How to Create and Use Quote Template?

5. Easy Text Merging

Creating comprehensive quotes often requires merging variable text, such as project specifications, statements of work, or executive summaries.
Standard Dynamics 365 quoting lacks a native text merging feature, forcing sales teams to manually insert additional content into their documents after generating quotes. This manual process is not only time-consuming but also increases the risk of errors, resulting in inconsistencies across client-facing materials.
Our add-on simplifies this process, allowing you to generate detailed, personalized documents only with a few clicks.

Related Blog: How to Merge Variable Text Elements into your Quote?

6. Adding Product in Bulk

This is another limitation of standard Dynamics 365 Quoting.
Our solution offers multiple ways to achieve this, you can :
  • Copy a list of product IDs from Excel or emails directly into the search grid, then system will locate them all 
  • Import products via a CSV file
  • Add via a template

Standard Dynamics cannot do any of this, while these capabilities drastically reduce the time spent on quote creation and minimize errors.

Related Blog: How to import products and export an Excel Quotation?

7. Bespoke Calculations

Every client has unique pricing needs. While standard Dynamics 365 provides basic quoting capabilities, we can customize pricing models — from Sales Price to Cost Plus (i.e., cost with a desired margin) — to help clients meet their specific requirements.

We also offer additional tools like a Leasing Calculator, enabling sales teams to seamlessly provide leasing options within their quotes. This feature not only enhances the quoting process but also opens up new opportunities for businesses offering flexible payment plans to their clients.

Related Blog: How to create a Leasing Quotation ?

8. Advanced Product Configurations

Standard Dynamics 365 quoting lacks the capability to handle complex product configurations, leaving sales teams to manually manage configuration choices. This manual process not only increases the likelihood of errors but also risks missing opportunities for bundling and upselling.
With our CPQ addon, sales teams can seamlessly configure complex products directly within the quote grid, simplifying the process and ensuring accuracy.

Related Blog: Configuring and Quoting Electric Motors

Conclusion

While Microsoft Dynamics 365 provides a solid foundation, its standard quoting capabilities can fall short of real-world sales needs. Without the ability to create high-quality quotes, salespeople often revert to using Word or Excel, leading to:
  • Pricing errors
  • Lack of control over discounting
  • Quotes buried in emails with no central tracking
  • Limited management visibility and metrics
Our quoting add-on bridges these gaps, offering advanced features like flexible layouts, bulk product addition, templated solutions, and bespoke calculations etc … Making it easier for sales teams to create professional, accurate quotes quickly and efficiently, driving better client engagement and higher conversion rates.

Quote Manager in Dynamics 365

Simplify your quoting process

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