CPQ for Microsoft Dynamics Solutions | Mobileforce AI
#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.
- 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
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%.
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.
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.
Invoice Management
Comprehensive invoice management with customizable templates and automated delivery.
Comparing Microsoft Dynamics 365 CPQ & 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 |
✘ | ✔ |
| GET DEMO | TRY APP FOR FREE |
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.
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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
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.