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- Want to send targeted email campaigns? Connect Constant Contact and boost engagement.<\/li>\n<\/ul>\n<\/ul>\n
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- Need CPQ automation, instant quotes, and frictionless contracts? That\u2019s where Experlogix takes over.<\/li>\n<\/ul>\n<\/ul>\n
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- Selling online? Sync Experlogix Digital Commerce and streamline the entire buying experience.<\/li>\n<\/ul>\n<\/ul>\n
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Hook up Dynamics 365 with Experlogix, and suddenly CPQ runs itself, docs get sent in clicks, and online sales actually scale\u2014without ever leaving the D365 ecosystem. Let\u2019s get into it.<\/p>\n
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Key Features of the Experlogix and Dynamics 365 Integration<\/h2>\n
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As you’re probably aware, Experlogix is a multifaceted platform but the deep integration to Dynamics 365 is what truly sets it apart from the competition.<\/p>\n
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Major companies like Toyota, Nikon, and Volvo use it to streamline their CPQ processes, automate the creation and management of essential documents, and power their e-commerce operations\u2014all of which simplify sales-related workflows and lead to more revenue.<\/p>\n
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But as with most things in life, two is better than one<\/em>. The Experlogix and Dynamics 365 integration solution will help you and\/or your team in a few important ways:<\/p>\n
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Simplify Your Sales Process<\/h3>\n
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First, the Experlogix and Dynamics 365 integration will help you simplify and streamline your sales process by ensuring seamless data flow between each platform.<\/p>\n
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For example, you can use Experlogix Document Automation to create smart forms<\/a>\u2014complete with form validation messages\u2014for your company’s website. The data you collect can then be instantly transferred to your Dynamics 365 account and used by sales reps to nurture leads and close deals.<\/p>\n
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The integration can be used in the opposite way, too. Store customer records (and just about any other record type you deem important) in Dynamics 365. Then use this information to create better sales decks, inform CPQ procedures, and otherwise condense quote to cash processes.<\/p>\n
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It doesn’t matter how you slice it. Experlogix and Dynamics 365 together<\/em> is a surefire way to simplify your sales process and improve customer interactions. Speaking of which…<\/p>\n
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Improve Customer Interactions<\/h3>\n
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Want to level up your sales department? Learn to improve the customer experience within your unique software environment. This is easy to do with Experlogix and Dynamics 365.<\/p>\n
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For instance, you can use the Experlogix CPQ offering<\/a>\u2014backed by the data stored in your Dynamics 365 account\u2014 to configure custom products and deliver accurate quotes. Even better, the integration will allow you to do this quickly<\/em>, which will increase customer happiness.<\/p>\n
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The data in Dynamics 365 can also be used to fuel Experlogix Document Automation<\/a>. Build and custom contacts, invoices, and other materials in a few clicks. Hello productivity!<\/p>\n
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One more thing: studies show<\/a> that modern buyers\u2014especially those in the Millennial and Gen Z age brackets\u2014are very<\/em> open to self-service sales processes. With Experlogix, your company can build complex e-commerce systems that allow customers to buy products at any time, and on any device. And thanks to Dynamic 365, said customers will always have access to accurate product information. The result? More sales, happier customers, and a better business.<\/p>\n
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When it comes to improving customer interactions and increasing customer retention metrics, Experlogix and Dynamics 365 is the ultimate power platform.<\/p>\n
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\nExample:<\/strong> Volvo\u2019s sales team was dealing with slow approvals, disconnected workflows, and too many manual steps getting in the way of closing deals. By integrating Experlogix and Dynamics 365<\/a>, they automated key parts of their sales cycle\u2014eliminating bottlenecks and speeding up transactions.<\/p>\n
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- 80% reduction<\/strong> in quote processing time<\/li>\n
- Faster approvals<\/strong> with automated workflows<\/li>\n
- Fewer errors<\/strong> thanks to real-time data sync with Dynamics 365<\/li>\n<\/ul>\n
![\"Volvo](\"https:\/\/env-experlogix-expstaging.kinsta.cloud\/wp-content\/uploads\/Experlogix_CPQ_Case_Study_Volvo_Construction_Equipment-1.webp\")
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Grow Your Business Online<\/h3>\n
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The Experlogix and Dynamics 365 integration can also be used to grow your business online.<\/p>\n
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How so? By offering a tight integration between your digital commerce platform and your ERP system, you’ll be able to offer customers an impressive e-commerce experience.<\/p>\n
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Think about it: when sales orders and payments from Experlogix are automatically fed into Dynamics 365, your business will be able to build, package, and\/or ship orders faster. Customers will appreciate this speedy delivery and make more repeat purchases.<\/p>\n
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You’ll have a detailed record of every customer transaction that happens on your company’s website, too. This will help you personalize the buying experience because your sales reps (or the automation software you use) will be able to suggest new products based on prior history.<\/p>\n
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3 Steps to a Seamless Integration Between Experlogix and Dynamics 365<\/h2>\n
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The combination of Experlogix and Microsoft Dynamics 365 can be incredibly beneficial for sales teams. Fortunately, setting up the integration is simple. Just follow these three steps:<\/p>\n
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1. Assess Business Needs<\/h3>\n
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Before you do anything else ask yourself, “What do I want this integration to achieve?<\/em>“<\/p>\n
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You probably use Dynamics 365 to help produce leads, store prospect information, service customers, manage resources, plan company budgets, and otherwise run your business.<\/p>\n
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Experlogix will enable you and\/or your team to quickly and accurately configure, price, and quote products<\/a>; automate document creation and distribution, and make online sales.<\/p>\n
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The question is, which Experlogix functionality does your department need?<\/p>\n
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For companies in the manufacturing industry, a quality CPQ will help you configure custom products for your customers and price them in ways that are both competitive and<\/em> profitable.<\/p>\n
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Companies in the wholesale industry, on the other hand, can build online storefronts that contain extensive product catalogs, which customers can easily browse through and purchase.<\/p>\n
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Both use cases become imminently possible when Experlogix is connected to Dynamics 365, because Experlogix can use data inside Dynamics 365 to facilitate important sales processes.<\/p>\n
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Take a long, hard look at your sales department. How do you currently use Dynamics 365? Which of Experlogix service offerings will benefit your team? How can you connect these products together to streamline operations for your reps? Figure that out and move to step two.<\/p>\n
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2. Select an Integration Service<\/h3>\n
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Experlogix isn’t just a SaaS company. We also offer three different services to all of our customers: implementation, product training, and technical support:<\/p>\n
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- Implementation:<\/strong> Allow our Implementation Engineers help you implement Experlogix into your current sales workflows\u2014and if needed, integrate our solution with Dynamics 365. Our team has an excellent track record of delivering projects on time and on budget. We also provide detailed documentation that you can use in the future to solve minor issues. Choose this service if you want to be up and running with Experlogix and Dynamics 365 in as little time as possible. (And have a bit of extra cash to spare.)<\/li>\n<\/ul>\n<\/ul>\n
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- Product Training:<\/strong> Sign up for one of our Experlogix product training sessions. We intentionally keep our classes small so that students get personalized attention. We also offer hands-on exercises to ensure students learn the material effectively. Finally, students receive access to online supporting materials to expand their knowledge long after their training ends. Choose this service if you have technical knowledge, but don’t want to figure out every aspect of the Dynamics 365 integration on your own.<\/li>\n<\/ul>\n<\/ul>\n
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- Technical Support:<\/strong> Finally, all Experlogix customers get access to our technical support team via our online Customer Portal. If you can’t figure out how to use an Experlogix product, or want basic guidance to build a successful integration with Dynamics 365, you can ask an Experlogix expert through the portal for help. Choose this service if you have a tight budget, or employ an IT team who can set up integrations for you.<\/li>\n<\/ul>\n<\/ul>\n
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To learn more about these services and book one for your company, visit our “Services” page<\/a>. Not an Experlogix customer yet? Sign up for a free demo<\/a> to see our solution in action!<\/p>\n
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Note: Microsoft offers training too, so you can receive bonafide Dynamics credentials.<\/em><\/p>\n
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3. Test Your New Integration<\/h3>\n
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Now that your Experlogix and Dynamics 365 integration is set up, you need to test it to ensure an error-free activation. Don’t skip this step! Instead, ask yourself these five questions:<\/p>\n
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- Does Experlogix pass data to Dynamics 365 and vice versa?<\/li>\n<\/ul>\n<\/ul>\n
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- Have I set appropriate permissions to avoid unauthorized access?<\/li>\n<\/ul>\n<\/ul>\n
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- Have I fixed all invalid certificate errors and fatal errors that I’ve been sent?<\/li>\n<\/ul>\n<\/ul>\n
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- Does this integration make my sales team<\/a> more productive or hurt efficiency?<\/li>\n<\/ul>\n<\/ul>\n
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- Am I happy with my Experlogix and Dynamics 365 integration or does it need work?<\/li>\n<\/ul>\n<\/ul>\n
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Now, this isn’t an exhaustive list of questions. But if you ask yourself the five queries above, you should be able to avoid many of the big issues associated with the integration process.<\/p>\n
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\nSmarter Sales Decisions:<\/strong> Businesses using Experlogix CPQ for Dynamics 365<\/a> gain a competitive edge<\/strong> when integrating Power BI. Sales teams get real-time insights into customer behavior, helping them close deals faster and more efficiently.<\/p>\n
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- Track customer engagement trends<\/strong> across sales cycles<\/li>\n
- Identify high-performing reps<\/strong> and areas for improvement<\/li>\n
- Use historical data to fine-tune pricing and discounts<\/strong><\/li>\n<\/ul>\n
With Experlogix, Dynamics 365, and Power BI<\/strong>, teams don\u2019t just sell more<\/strong>\u2014they sell smarter<\/strong> by letting data guide every decision.<\/p>\n<\/div>\n
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Supercharge Your Sales Pipeline With Automated Processes<\/h2>\n
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Experlogix will improve your Dynamics 365 workflows in multiple ways. But the biggest benefit you’ll enjoy from this integration has to do with automation<\/a>\u2014lots of automation<\/em>.<\/p>\n
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Configure, price, and quote custom products with a few clicks. Generate complex contracts, invoices, and other documents with the press of a button. Sell products online and update data records that affect your supply chain while you sleep. Automation makes it possible.<\/p>\n
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It’s not just about productivity, though. Yes, Experlogix will streamline your sales process. But it will also increase the reliability of your data<\/em>. How so? Your reps won’t have to transfer information from app to app. Experlogix will do it for them, with 100% accuracy.<\/p>\n
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This will make pipeline management easier for you, the sales process more enjoyable for your reps and your customers, and the revenue you generate more agreeable to company leaders.<\/p>\n
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\nDynamics 365 Integration FAQs<\/h3>\n
\n - Identify high-performing reps<\/strong> and areas for improvement<\/li>\n
- Track customer engagement trends<\/strong> across sales cycles<\/li>\n
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- Am I happy with my Experlogix and Dynamics 365 integration or does it need work?<\/li>\n<\/ul>\n<\/ul>\n
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- Does this integration make my sales team<\/a> more productive or hurt efficiency?<\/li>\n<\/ul>\n<\/ul>\n
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- Have I fixed all invalid certificate errors and fatal errors that I’ve been sent?<\/li>\n<\/ul>\n<\/ul>\n
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- Have I set appropriate permissions to avoid unauthorized access?<\/li>\n<\/ul>\n<\/ul>\n
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- Does Experlogix pass data to Dynamics 365 and vice versa?<\/li>\n<\/ul>\n<\/ul>\n
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- Technical Support:<\/strong> Finally, all Experlogix customers get access to our technical support team via our online Customer Portal. If you can’t figure out how to use an Experlogix product, or want basic guidance to build a successful integration with Dynamics 365, you can ask an Experlogix expert through the portal for help. Choose this service if you have a tight budget, or employ an IT team who can set up integrations for you.<\/li>\n<\/ul>\n<\/ul>\n
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- Product Training:<\/strong> Sign up for one of our Experlogix product training sessions. We intentionally keep our classes small so that students get personalized attention. We also offer hands-on exercises to ensure students learn the material effectively. Finally, students receive access to online supporting materials to expand their knowledge long after their training ends. Choose this service if you have technical knowledge, but don’t want to figure out every aspect of the Dynamics 365 integration on your own.<\/li>\n<\/ul>\n<\/ul>\n
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- Faster approvals<\/strong> with automated workflows<\/li>\n
- 80% reduction<\/strong> in quote processing time<\/li>\n
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- Selling online? Sync Experlogix Digital Commerce and streamline the entire buying experience.<\/li>\n<\/ul>\n<\/ul>\n
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- Need CPQ automation, instant quotes, and frictionless contracts? That\u2019s where Experlogix takes over.<\/li>\n<\/ul>\n<\/ul>\n