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Quotewerks Microsoft + Dynamics CRM Integration

Clarity Connect™ integrates Quotewerks Microsoft with Dynamics CRM, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Quotewerks Microsoft and Dynamics CRM through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Quotewerks Microsoft and Dynamics CRM.

  • Custom fields in Dynamics CRM (e.g., specific industry identifiers on Account/Opportunity).
  • Custom fields in QuoteWerks (e.g., unique project codes on Quote, additional product attributes).
  • These can be seamlessly mapped and synchronized via the iPaaS.
Implementation Timeline

Go live with Quotewerks Microsoft + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks Microsoft and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Custom fields in Dynamics CRM (e.g., specific industry identifiers on Account/Opportunity).
  • Custom fields in QuoteWerks (e.g., unique project codes on Quote, additional product attributes).
  • These can be seamlessly mapped and synchronized via the iPaaS.

Robust Integration Architecture

The integration architecture leverages a modern iPaaS as the central nervous system, ensuring reliable, scalable, and secure data exchange between QuoteWerks and Microsoft Dynamics CRM. It adopts an event-driven approach for critical real-time updates and scheduled batch processing for less time-sensitive data synchronization.

Data Flow Steps

Event-Driven Architecture: For real-time updates (e.g., Quote Status changes, Opportunity stage changes).

Canonical Data Model: Define a common data structure within the iPaaS to simplify mapping between disparate schemas.

Publisher-Subscriber Model: iPaaS subscribes to events from both systems and publishes transformed data to the other.

API-First Approach: Leverage native APIs for reliable and secure communication.

Batching & Queuing: For bulk data transfers (e.g., initial product catalog sync) and managing API rate limits.

Data Touchpoints

Microsoft Dynamics CRM (Dataverse): Source/Destination for CRM data, utilizing Web APIs and Dataverse Events/Webhooks.
QuoteWerks: CPQ system, utilizing its RESTful API and Webhooks.
iPaaS Platform: Core integration engine, offering connectors, visual workflow designer, data mapping, transformation, error handling, monitoring, and AI capabilities.
Message Queues/Event Bus: For asynchronous processing, decoupling systems, and handling high-volume events.
Data Lake/Warehouse (Optional): For unified analytics and reporting across systems.

"Conceptual Diagram: Dynamics CRM (Source of Truth for Leads/Opportunities/Accounts/Contacts) -> iPaaS (Orchestration, Transformation, Error Handling) -> QuoteWerks (CPQ, Quote Generation, Status Updates) -> iPaaS -> Dynamics CRM (Opportunity Updates, Customer 360). Product data flows from Dynamics CRM to QuoteWerks."

Pricing

Simple, transparent pricing for Quotewerks Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Quotewerks Microsoft

Integrating Quotewerks Microsoft fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Account / Customer

Dynamics CRM's 'Account' represents a company, while QuoteWerks uses 'Customer'. These are foundational for linking sales activities to quoting.

Quotewerks Microsoft Fields

CustomerID CompanyName ContactName Email Phone Address BillingAddress ShippingAddress TaxID

Dynamics CRM Fields

Account Name Account Number Primary Contact (lookup) Industry Website URL Address (composite)

Mapping Notes

Bi-directional sync is crucial. Map 'CompanyName' to 'Account Name'. Consider composite address fields in Dynamics CRM requiring splitting/joining. Establish a unique identifier (e.g., ExternalID or custom field) for cross-system reconciliation. Deduplication rules are vital for initial load and ongoing syncs.

Next Steps

See Quotewerks Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

CRM Lead to QuoteWerks Quote Creation

Automatically create a new customer and a draft quote in QuoteWerks when a qualified lead or opportunity is created or updated in Dynamics CRM. This ensures a seamless handoff from sales qualification to proposal generation, saving time and preventing manual data entry errors.

Integration Steps:

  1. 0 Qualified Lead/Opportunity created/updated in Dynamics CRM.
  2. 1 iPaaS listens for Dynamics CRM event (e.g., 'Opportunity Sales Stage' changes to 'Propose').
  3. 2 iPaaS extracts Account, Contact, and Opportunity details.
  4. 3 iPaaS maps Dynamics CRM data to QuoteWerks Customer and Quote entities.
  5. 4 New Customer and Draft Quote automatically created in QuoteWerks.

Business Outcome

Accelerated quote generation, reduced manual effort, improved data accuracy, faster sales cycle.

Frequency

Real-time (event-driven)

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v1/quotes Create new quotes in QuoteWerks from Dynamics CRM opportunities.
GET /api/v1/quotes/{id} Retrieve detailed quote information for status updates in Dynamics CRM.
PUT /api/v1/quotes/{id}/status Update quote status (e.g., 'Accepted') based on external approvals or actions.
POST /api/v1/customers Create new customer records in QuoteWerks from Dynamics CRM accounts.
GET /api/v1/customers/{id} Retrieve customer details for bi-directional sync.
PUT /api/v1/products Update product details or inventory levels in QuoteWerks from Dynamics CRM/ERP.
POST /api/v1/webhooks/subscribe Register iPaaS endpoints to receive real-time notifications for QuoteWerks events (e.g., quote status changes).

⚡ Transformation Logic

  • Status Mapping: QuoteWerks 'QuoteStatus' (e.g., 'Accepted', 'Rejected', 'Pending') to Dynamics CRM 'Sales Stage' (e.g., 'Closed Won', 'Closed Lost', 'Propose').
  • Data Type Conversion: Date/time formats, currency values, boolean flags.
  • Field Concatenation/Splitting: Combining 'First Name' and 'Last Name' or splitting composite address fields.
  • Lookup Field Resolution: Resolving Dynamics CRM Account/Contact IDs to QuoteWerks Customer/Contact IDs and vice-versa.
  • Default Value Assignment: Populating mandatory fields with default values if source data is missing.

🛡️ Error Handling

  • QuoteWerks API rate limit exceeded: iPaaS pauses and retries with backoff.
  • Invalid Customer ID in QuoteWerks: iPaaS logs error, creates dead-letter message, and alerts.
  • Required field missing for Dynamics CRM Opportunity: iPaaS flags, prevents creation, and notifies.
  • Network connectivity issues: iPaaS retries with increasing delays, logs outage.
  • Duplicate Account/Contact identified during bi-directional sync: iPaaS applies defined merge/overwrite rules or flags for manual review.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating QuoteWerks with Microsoft Dynamics CRM?
The primary benefit is the automation and streamlining of your entire sales quote-to-cash process. It eliminates manual data entry, ensures real-time data consistency for customer and opportunity information, and significantly accelerates the sales cycle, leading to increased efficiency and reduced operational costs.

Data Synchronization FAQs

▸ Can I synchronize customer and contact data bi-directionally between QuoteWerks and Dynamics CRM?
Absolutely. A robust integration establishes bi-directional synchronization for customer (Account) and contact data. This ensures that changes made in one system are reflected in the other, maintaining a single source of truth and providing a unified customer 360-degree view for sales and quoting teams.
▸ What kind of product and pricing data can be synced?
You can synchronize your entire product catalog, including SKUs, descriptions, unit prices, and even inventory levels, typically from Dynamics CRM (which often sources from an ERP) to QuoteWerks. This ensures sales teams always quote with the most current and accurate product information and pricing.

Workflows FAQs

▸ How does integration handle quote status updates from QuoteWerks to Dynamics CRM?
Leveraging event-driven architecture, when a quote's status changes in QuoteWerks (e.g., 'Accepted'), a webhook triggers the iPaaS. The iPaaS then retrieves the updated quote details and automatically updates the corresponding opportunity's sales stage in Dynamics CRM (e.g., 'Closed Won'), providing real-time pipeline visibility.

Technology FAQs

▸ How do low-code/no-code tools enhance QuoteWerks and Dynamics CRM integrations?
Low-code/no-code tools within an iPaaS empower business users (sales, operations) to build and modify automation workflows for QuoteWerks and Dynamics CRM without extensive coding. This means faster development of new integrations, easier adjustments to existing processes, and greater agility in responding to evolving business needs, such as custom quote approval flows.

AI & Automation FAQs

▸ Can AI be used to improve the quoting process with this integration?
Yes, AI can significantly augment the integration. Through the iPaaS, AI can provide dynamic pricing recommendations, detect anomalies in proposed discounts against historical Dynamics CRM data, suggest optimal product configurations, and even automate parts of proposal generation within QuoteWerks, leading to more competitive quotes and higher win rates.

Security FAQs

▸ What are the key security considerations for this integration?
Key security considerations include implementing robust API authentication (OAuth 2.0 or secure API keys), enforcing TLS 1.2+ encryption for all data in transit, applying least-privilege access for integration accounts, and ensuring compliance with data privacy regulations like GDPR or CCPA. Your iPaaS should provide strong security features and audit trails.

Performance & Reliability FAQs

▸ How does an iPaaS help manage API rate limits for QuoteWerks and Dynamics CRM?
An iPaaS intelligently manages API rate limits by implementing queuing mechanisms to buffer requests, batching less time-sensitive updates, and employing retry logic with exponential backoff. This ensures that integrations operate within both QuoteWerks' and Dynamics CRM's API constraints without failing or overwhelming the systems.
Pricing

Simple, transparent pricing for Quotewerks Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Quotewerks Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo