Dynamics 365 Sales
Use account and opportunity context from Sales while Mercura handles configuration rules, pricing, and quote documents.
CPQ for Dynamics 365 Sales →- Features > Integrations > Microsoft
Microsoft ecosystem
CPQ for your Microsoft Dynamics landscape
Mercura adds guided configuration, pricing, and quote output without replacing the Dynamics applications you already run.
Manufacturers use different combinations of Dynamics 365 Sales, Business Central, Finance & Supply Chain Management, and analytics tools. Mercura sits in the commercial configuration layer and exchanges structured results with the systems you designate as system of record, depending on architecture.
One configuration layer, multiple Dynamics endpoints
Mercura does not force a single entry point. Some teams start from CRM opportunities, others from ERP quotes or dealer channels. The integration contract defines which objects receive configuration references, lines, prices, and documents.
Customer requirement
→ Mercura CPQ (configure · price · quote)
→ Dynamics 365 Sales / Business Central / F&SCM
→ Optional analytics (e.g. Power BI) when data is modeled for reporting
Authentication, APIs, and data mappings depend on your Microsoft tenant, extensions, and integration standards. Scope each connection explicitly rather than assuming identical behavior across products.
Microsoft integrations
Explore how Mercura connects with each Dynamics application in your stack.
Dynamics 365 Business Central
Guide sales and dealers through valid configurations, then transfer approved quote or order data into Business Central.
CPQ for Business Central →Dynamics 365 Finance & Supply Chain Management
Support complex manufacturing scenarios where configuration output must align with released products, BOMs, and production processes in F&SCM.
CPQ for Finance & SCM →Microsoft Power BI
Analyze configuration and quote patterns when Mercura outputs are available in your data platform and semantic models.
CPQ data in Power BI →Choose your architecture
These patterns are starting points. Your project should validate data ownership, pricing source of truth, and where quotes are approved.
CRM-led selling
Dynamics 365 Sales → Mercura → ERP
Opportunity context flows into CPQ. Approved configurations and quotes return to CRM and can continue to ERP for fulfillment.
ERP-led quoting
Business Central or F&SCM ↔ Mercura
ERP remains central for items and pricing masters while Mercura owns the configuration experience and structured commercial output.
Dealer or portal channel
Mercura portal → CPQ → ERP / CRM
External users configure within guardrails. Results sync to the systems your operations team already monitors.
Analytics downstream
Mercura → data platform → Power BI
Operational CPQ stays in Mercura; reporting consumes curated datasets built with your data team.
Microsoft implementation partner?
When a manufacturing customer outgrows spreadsheets or brittle ERP customizations, Mercura can add CPQ without replacing the Dynamics footprint you deliver.
- 1
Qualify the configuration problem
Confirm whether the bottleneck is product rules, pricing, documents, or handoff to ERP.
- 2
Map the Microsoft landscape
Identify which Dynamics apps are in scope and which objects should receive CPQ output.
- 3
Align on data ownership
Document source of truth for price, BOM-related data, and quote approval.
- 4
Prototype with a real product
Use one configurable product family and a live quote path rather than generic demos.
- 5
Plan rollout and analytics
Define production integration, training, and optional reporting to Power BI or existing BI tools.
Validate Mercura against your Dynamics environment
Bring a representative product, quote workflow, and list of Microsoft applications in play. We will show where Mercura fits and what each integration should exchange.
Request a CPQ demo