PLATFORM

CPQ (Configure Price Quote) FSM (Field Service Management) FRC (Field Revenue Cloud) Connected Portal

TOP INTEGRATIONS

HubSpot CRM Salesforce CRM Microsoft Dynamics CRM Creatio SugarCRM

TOP FEATURES

AI Vibe Quoting No Code Configuration

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#1 Choice for Enterprise CPQ
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#1 CPQ Solution for Microsoft Dynamics 365

Supercharge You Dynamics 365 Sales Process

The only no-code CPQ platform built specifically for Microsoft Dynamics 365. Generate quotes, manage pricing, and close deals faster – all within your existing workflow.

Trusted by 1000+ Microsoft Dynamics 365 users

  • Support for multi-tiered pricing, approvals or distribution
  • A simple-but-powerful rules-based quoting & pricing engine
  • 1-click integrations with many systems (ERP, inventory, payment, eSig)
  • Support for large or complex product catalogs …and More

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No credit card required • 15-minute setup

Mobileforce's Top Differentiators

NO-CODE CONFIGURATION

Revolutionary no-code architecture provides unparalleled agility & simplicity without requiring a single line of code.

POWERFUL CPQ RULES ENGINE

The easiest rules engine for SalesOps to use. Set guardrails & guidelines quickly and easily.

PLUG & PLAY CLOUD INTEGRATIONS

Easily connect to Salesforce + any ERP, inventory, payment, or other back-end system bi-directionally.

HYBRID CLOUD & OFFLINE

The only CPQ platform that provides quotes + proposals and updates CRM anywhere, anytime, even offline.

Mobileforce transformed our Microsoft Dynamics 365 sales process. We went from 2-week quote cycles to same-day proposals, and our deal closure rate improved by 40%.

Solutions used

CPQ

Field Revenue Cloud

CRM used

Microsoft Dynamics 365

Victoria Reed

VP of Sales

GLOBETECHPRO

Read Case Study

Complete Revenue Operations Platform

Discover how Mobileforce seamlessly integrates with Microsoft Dynamics to power your entire
 quote-to-cash process with CPQ, contract management, field revenue operations, and
 subscription billing.

Connect Mobileforce effortlessly to Microsoft Dynamics 365

Mobileforce integration with Microsoft Dynamics 365 CRM automates quoting, contracts, and subscriptions with real-time sync and faster deal closing.

Configure Price Quote

Set up dynamic pricing rules and product configurations that automatically sync with your Microsoft Dynamics 365 opportunities.

Contract Management

Streamline contract creation and approval workflows directly within Microsoft Dynamics 365.

Smart Pricing Engine

AI-powered pricing recommendations based on your Microsoft Dynamics 365 data and market trends.

Automated Workflows

Streamline your quote-to-cash process with intelligent automation and approval routing.

Revenue Analytics

Deep insights into your sales performance with native Microsoft Dynamics 365 reporting integration.

Contract Lifecycle Management

Manage contracts from creation to renewal with automated workflows and compliance tracking.

Automated Workflows

Automated approval routing with customizable rules and escalation paths.

Compliance Tracking

Ensure regulatory compliance with automated tracking and reporting capabilities.

Field Sales Enablement

Empower your field teams with mobile-optimized tools for on-site quoting and deal management.

Offline Capabilities

Work seamlessly even without internet connection, with automatic sync when back online.

Revenue Optimization

Maximize revenue with intelligent upselling and cross-selling recommendations.

Subscription Management

Manage recurring subscriptions with automated billing cycles and renewal notifications.

Usage-Based Billing

Flexible billing models including usage-based, tiered, and hybrid pricing structures.

Revenue Recognition

Automated revenue recognition and financial reporting for subscription businesses.

Automated Billing

Streamline billing processes with automated invoice generation and payment processing.

Payment Integration

Seamless integration with popular payment gateways for secure transaction processing.

Invoice Management

Comprehensive invoice management with customizable templates and automated delivery.

Comparing Microsoft Dynamics 365 CPQ & Mobileforce CPQ

Why Microsoft Dynamics 365 Customers Are Moving to Mobileforce CPQ

COMPARE MOBILEFORCE CPQ & DYNAMICS 365 CPQ Microsoft
Dynamics 365		 Mobileforce CPQ
Simple Quoting Capabilities ✔ ✔
Ability to Create a Product Library ✔ ✔
Easy-to-use Tools for Implementation ✔ ✔
Offer Seamless SSO-supported CRM Login and Role-based Access Control ✔ ✔
Multi-tiered Pricing or Multiple Price Books & Methodologies
(e.g., CPQ pricing optimization for multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based options) 		✘ ✔
Have the Ability to CPQ Anything
(e.g., Products, Software, Subscriptions, Services) 		✘ ✔
Support all routes-to-market with a Partner & Customer Self-service CPQ
In addition to direct 		✘ ✔
Offer No-code Change Management for Products, Bundles, Price Books, Rules, Promotions, Approvals & Doc Templates ✘ ✔
Have a Mobile-optimized CPQ App for Anywhere, Anytime Quoting, Including Offline Support ✘ ✔
Integrate real-time with ERP/back-office data into
logic & rules-enhancing quotes 		✘ ✔

Mobileforce CPQ Works Seamlessly with
Microsoft Dynamics 365

As a Configure, Price, Quote software leader, Mobileforce works closely with Microsoft Dynamics 365 CRM customers every day to deliver optimized Dynamics 365 quoting solutions. We also work closely with dozens of Microsoft consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and Microsoft Dynamics 365 customers.

We are excited to work with you and your extended team, including including your Microsoft consulting firm,  to deliver Microsoft Dynamics 365 quoting tools and solutions that are customized to your needs. We’ll provide the answers you need throughout your process. We are committed to helping customers and partners make the best CPQ decisions for your unique business needs. Questions? We’re here to help: just click here.

Key Differentiators

NO-CODE CONFIGURATION

Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.

POWERFUL CPQ RULES ENGINE

Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.

PLUG & PLAY CLOUD INTEGRATIONS

Easily connect to Microsoft Dynamics 365 CRM + any ERP, inventory, payment & other needed back-end systems bi-directionally.

HYBRID CLOUD & OFFLINE

The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline

UNIFIED SALES TO SERVICE

Our platform offers fully integrated quote-to-cash + field services, so field teams can quote, upsell & close both remotely and in the field

BUILD YOUR OWN UX

The only build-your-own UI/UX platform ensures adaptability to your sales & GTM motions and optimized end-user adoption

Why 1000+ Microsoft Dynamics 365 Teams Choose Mobileforce

  • Native Microsoft Dynamics 365 integration - no data syncing required
  • No-code configuration - set up in minutes, not months
  • Automated approval workflows with Power Automate
  • Real-time pricing updates across all quotes
  • Built-in e-signature with Microsoft Dynamics 365 deal tracking
  • Advanced analytics and reporting in Power BI dashboards
Faster Quote Generation
0 x
Higher Close Rates
0 %
Reduction in Errors
0 %
Setup Time
0 min

Ready to Supercharge Your Microsoft Dynamics 365 Sales?

Join hundreds of Microsoft Dynamics 365 teams who have transformed their quote-to-cash process with Mobileforce.

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