CPQ for Dynamics 365: Seamlessly Integrated For Sales Teams

CPQ for Microsoft Dynamics 365 empower sales teams to quote complex products and services fast, accurately and at scale, without ever leaving the CRM. XaitCPQ provides a seamless integration with guided selling workflows, and real-time insights that transform your quote process.

Whether you’re configuring multi-layered product catalogs, managing large-scale projects, or optimizing your price quote process, CPQ software brings control, speed, and precision to all stages. 

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Why Integrate CPQ with Dynamics 365?

XaitCPQ is natively embedded in Dynamics 365 Sales, allowing your team to manage the entire configure-price-quote (CPQ) cycle within a familiar interface. No toggling between systems, no copy-paste errors—just streamlined workflows that empower your team to close more deals.

  • Use hierarchical price books (by project, company, or region)
  • Access accurate prices with date-sensitive and risk-based pricing models
  • Embed documents, approvals, and workflows directly in quotes
  • Automate proposal creation with built-in layout and branding rule
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Accelerate the Sales Process with Guided Selling Workflows

XaitCPQ makes it fast and easy for your sales team to configure, price, and quote even the most complex product combinations. With intuitive, rules-based workflows, you eliminate manual errors, reduce review cycles, and boost speed to quote.

  • Configure complex product and service combinations with ease
  • Use guided workflows to ensure compliance and accuracy
  • Deliver accurate quotes every time, no matter the product complexity
  • Automate expert hand-offs and approval flows

XaitCPQ enables accurate, compelling customer quotes while reducing production time by up to 70% and increasing response rates by 65%.

"For me, the most important feature is just how well it’s integrated with Microsoft Dynamics. Navigate into any account and you can see all the quotations linked to the opportunities."— Brian Maynard, Sectra

Xait is trusted by some of the biggest and best companies in the world

Insights and Margin Control

Sales leaders gain granular visibility into the quote pipeline, enabling better forecasting, pricing strategy, and margin control.

  • Track opportunity and quote status directly in Dynamics 365
  • Know who is quoting what, when, and for how much
  • Invest your team's time where it matters most
  • Understand trends and take corrective actions before deals stall

From high-volume, low-value proposals to large-scale enterprise deals, XaitCPQ supports scalable sales operations with full transparency

Flexible Output Formats 

Deliver high-impact custom-tailored proposals in the format your customers prefer:

  • Professionally branded PDFs
  • Interactive and mobile-optimized web-quotes with review and confirmation options
  • Seamless XaitPorter-integration 

Whether your process starts in XaitPorter or directly in XaitCPQ, you’ll create on-brand proposals faster, with fewer errors.

Unlock Collaboration Across Teams and Systems

Even non-Dynamics 365 users can participate in the quoting process. XaitCPQ extends quoting capabilities beyond CRM users, enabling:

  • Supplier and partner collaboration
  • Internal stakeholder reviews and edits
  • Self-service quote editing and order placement

This flexibility accelerates decision-making and shortens sales cycles.

Built for Scale: From Simple Deals to Complex Projects

XaitCPQ supports a wide range of sales scenarios from high volume quoting to complex quotes with advanced price combinations:

  • Complex product configurations and high-volume quoting environments
  • Aftermarket and service contracts
  • Multi-market localization and compliance

You get the tools to quote faster, scale smarter, and win more.

Customer story: Penlon

Learn how XaitCPQ helped Penlon and their sales team become more self-sufficient and perform at their best, significantly reducing time to quote.

Why Choose XaitCPQ as Your CPQ Solution for Dynamics 365?

With XaitCPQ, your team gets a powerful CPQ solution for Dynamics 365 that delivers consistent, accurate pricing and output every time. From product catalog management to automated workflows and governance, XaitCPQ simplifies the most complex quoting challenges.

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70
%

Faster quote production

50
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Faster pricing of services

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in business
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Become easier to buy from

Trusted by leading manufacturers and factories around the world, from custom boiler systems and bespoke roofing to industrial control instruments and rail and marine equipment and machinery.

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Customer stories

Smiling worker at Fabtek

“XaitCPQ has reduced our time to quote by up to 50%”

This significant improvement has enabled us to spend more time improving the customer experience and increasing customer satisfaction.

Mike Chesnutt

President at Fabtek

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Tony Serratore, Penlon

“It makes our sales team 24/7 operational. They can create a quote anytime, in any place, on any device”

With XaitCPQ (...) it kind of makes our sales team 24/7 operational, really. They can create a quote anytime, in any place, on any device”

Tony Serratore

Head of IT at Penlon

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“XaitCPQ integrates seamlessly with our business applications. It makes all our systems very easy to administer by providing one intuitive interface.””

Eurotherm makes extensive use of XaitCPQ to enhance the partner management process.

Kim Piears

product engineering at Eurotherm

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