#1 CPQ Solution for Microsoft Dynamics 365

CPQ for Microsoft Dynamics to Simplify Complex Sales

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

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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

CRM used

Victoria Reed

VP of Sales

GLOBETECHPRO

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.

Frequently Asked Questions

What is the ease of quoting with CPQ of Microsoft Dynamics?

Microsoft Dynamics CPQ allows salespeople to build products, insert price rules and create quotes on the Dynamics platform, which simplifies and makes the quoting process more precise.

Is CPQ compatible with Dynamics 365 CRM?

Yes, CPQ with Dynamics 365 combines product configuration, pricing and quoting with CRM data that gives the sales teams an opportunity to manage their deals, and create their quotes without leaving the Dynamics platform.

What is there to like about a no-code quoting platform with Dynamics?

Dynamics No-code quoting platform enables companies to amend their pricing policies, product bundles and processes without the need of doing any type of development, enabling businesses to adjust their selling channels as their products transform.

What sales teams are likely to be the most beneficent of CPQ with Dynamics 365?

Companies containing complex or customizable products, e.g. manufacturing, technology, or SaaS companies, find CPQ in Dynamics 365 to be of advantage since it facilitates easier configuration and pricing.

How does Mobile Force enhance quoting in Microsoft Dynamics?

The Mobile Force sells the CPQ to Microsoft Dynamics that assists the sales team to set up the items, regulate the charges, and generate the proper quotes amid maintaining all the information linked on the Dynamics CRM.

PLATFORM

TOP INTEGRATIONS

TOP FEATURES

Platform Demo

#1 CPQ Solution for Microsoft Dynamics 365

CPQ for Microsoft Dynamics to Simplify Complex Sales

See a Demo

Mobileforce's Top Differentiators

NO-CODE CONFIGURATION

POWERFUL CPQ RULES ENGINE

PLUG & PLAY CLOUD INTEGRATIONS

HYBRID CLOUD & 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%.

CPQ

Field Revenue Cloud

Microsoft Dynamics 365

Victoria Reed

GLOBETECHPRO

Complete Revenue Operations Platform

Connect Mobileforce effortlessly to Microsoft Dynamics 365

Configure Price Quote

Contract Management

Smart Pricing Engine

Automated Workflows

Revenue Analytics

Contract Lifecycle Management

Automated Workflows

Compliance Tracking

Field Sales Enablement

Offline Capabilities

Revenue Optimization

Subscription Management

Usage-Based Billing

Revenue Recognition

Automated Billing

Payment Integration

Invoice Management

Comparing Microsoft Dynamics 365 CPQ & Mobileforce CPQ

Mobileforce CPQ Works Seamlessly with Microsoft Dynamics 365

Key Differentiators

NO-CODE CONFIGURATION

POWERFUL CPQ RULES ENGINE

PLUG & PLAY CLOUD INTEGRATIONS

HYBRID CLOUD & OFFLINE

UNIFIED SALES TO SERVICE

BUILD YOUR OWN UX

Why 1000+ Microsoft Dynamics 365 Teams Choose Mobileforce

Ready to Supercharge Your Microsoft Dynamics 365 Sales?

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Company

Resources

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Mobileforce CPQ Works Seamlessly with
Microsoft Dynamics 365