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The CPQ for Dynamics 365 Sales

Empower your sales team with visual configuration and complex pricing logic directly inside Dynamics 365. Close deals faster with zero errors.

Book demo / Talk to specialist See how it works

Why Dynamics Sales Needs CPQ

CRM manages relationships. Mercura manages variability.

Dynamics 365 Sales is a world-class CRM, but complex products require specialized configuration tools.

  • Visual Configuration: Embed 2D/3D product models directly into Opportunity and Quote forms.
  • Complex Pricing: Handle multi-tier logic, bundles, and dependencies that native Dynamics price lists can't support.
  • Document Generation: Generate technical spec sheets and proposals instantly, attached to the Dynamics record.

Dynamics 365 Sales Handles

  • Customer Data (Accounts/Contacts)
  • Opportunity Management
  • Pipeline Tracking
  • Activity Logging
  • Sales Forecasts

Mercura Handles

  • Product Configuration
  • Complex Pricing Rules
  • Visual Rendering
  • BOM Generation
  • Proposal Documents

Measurable Business Outcomes

40%
Higher Win Rate
80%
Faster Proposal Time
100%
Data Accuracy
0
Media Breaks

Key benefits of Dynamics 365 Sales integration

Streamlined Quote-to-Cash

Bridge the gap between CRM and operations. Configure in Dynamics Sales and sync validated orders significantly faster, reducing admin overhead.

Visual Selling in CRM

Bring products to life directly within the CRM interface. Let sales reps configure visually, increasing engagement and ensuring customer requirements are met.

Eliminate Quoting Errors

Replace manual calculations and Excel sheets. Mercura's rule engine ensures every quote generated in Dynamics is 100% accurate and technically valid.

Dynamics 365 Integration

Mercura embeds within Dynamics 365 via Power Apps / Web Resources and syncs data via Dataverse API.

Dynamics 365
  • Accounts
  • Opportunities
  • Price Lists
  • Products
Accounts, Opportunities, Price Lists, Products
Context & Customer
Configured Quote
Mercura CPQ
  • Quote Lines
  • Configuration Attributes
  • Proposal PDF
  • Order Sync
Quote Lines, Configuration Attributes, Proposal PDF, Order Sync
"

Success with Dynamics 365 + Mercura

"Our sales reps used to toggle between Excel and Dynamics. Now, Mercura sits right inside the Opportunity form, making configuration effortless and keeping all data in one place."
Sales Operations Manager
Medical Device Manufacturer
Quote time reduced from 2 hours to 10 minutes

See Mercura in action

How We Connect

1

Install

Install the Mercura Solution in your Dynamics 365 environment.

2

Connect

Authenticate via Azure AD.

3

Configure

Map Opportunities and Quotes to Mercura Configurator.

4

Deploy

Enable for Sales Roles.

Seamless & Secure Integration

Is it embedded?

Yes, Mercura can run inside a Dynamics 365 form via an IFrame or Canvas App.

How does auth work?

We support Single Sign-On (SSO) seamlessly with Microsoft Entra ID (Azure AD).

Does it sync to F&O?

Yes, we can bridge the gap between Sales (CRM) and Finance & Operations (ERP).

Is it mobile ready?

Yes, the configurator works on tablets and mobile devices used by field sales.

Microsoft Ecosystem

Mercura fits perfectly into the Microsoft stack.

Dynamics 365 Sales
Dynamics 365 F&O
Power Automate
Teams

Ready to get started?

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