Combinum CPQ for Dynamics 365

Sell complex products faster

Maximize sales efficiency in Dynamics 365 Sales. Combinum adds smart product configuration, automated pricing logic, and lightning-fast quoting – completely eliminating manual double data entry.

Talk to an integration expert

Abstract corporate technology background showing dynamic blue and gray flow lines representing a fast and seamless CPQ software integration.

From manual handling to automated sales logic

A complete CPQ configurator inside your CRM

Selling complex, customizable products places extreme demands on your CRM. By integrating Combinum CPQ into Dynamics 365 Sales, your sales team avoids switching between different applications. The entire journey is fully automated – from the initial customer touchpoint to the finished quote.

Zero application switching

Sales reps never have to leave Dynamics. View, configure, and price complex products inside the familiar CRM interface, keeping the sales momentum unbroken.

Error-free revision management

Update quotes and change configurations with confidence. Combinum automatically cross-checks data and manages version history in the background, ensuring 100% accuracy.

Optimized for complex projects

Make quick adjustments embedded in your CRM, or expand the configurator into a dedicated full-screen tab with a single click to master even the most advanced configurations.

Advanced and flexible pricing logic

Option-based pricing in Dynamics 365

Customizable products require flexible pricing. Out of the box, Microsoft Dynamics 365 Sales has inherent limitations here; the CRM system relies on fixed parts and lacks native support for pricing individual product options.

Combinum solves this with advanced option-based pricing:

Maximize profitability: Link prices, dynamic formulas, and volume discounts directly to specific product options to secure your margins.
Instant quote updates: The engine calculates the exact total price in real time as the salesperson configures the product.
Seamless CRM mapping: The final option-based prices are mapped back to Dynamics price lists and currencies.

As a result, you eliminate the need to create and maintain thousands of unique part numbers for every possible product combination.

A digital flowchart showing technical machinery component selections on the left connecting through logic paths to a massive matrix grid of price calculations on the right.

Integration capabilities

Features that simplify daily sales operations

Seamless integration workflow

Flexible hybrid workflow

Start your sales process wherever it fits your current day-to-day workflow. You can initiate the quote in either Dynamics 365 Sales or Combinum, and the integration seamlessly synchronizes all data to the opposite system.

Smart opportunity linking

Launch a quote in Combinum based on an existing Opportunity in Dynamics. All relevant data transfers automatically, saving valuable time and eliminating manual data entry.

Embedded CRM experience

Sales reps never have to switch windows or leave their CRM. View, open, edit, and configure complex products with Combinum operating inside the familiar Dynamics interface.

Single Sign-On (SSO)

Log in just once for a frictionless user experience. Users move securely and smoothly between applications with no extra login prompts or separate password management.

Real-time bidirectional sync

Automatic cross-checks during editing

During every edit, the system validates that the CRM quote lines match the child configurations in Combinum. If lines are missing or added, the user is guided to sync or clean up data to prevent discrepancies.

Support for mixed quotes

Handle your entire product catalog in a single quote. Sales reps can easily combine complex, custom-configured items from Combinum with standard spare parts, services, and accessories from Dynamics.

Intelligent ID and revision management

The integration handles Dynamics' native limitations regarding external updates. Dynamics controls the quote and revision numbering, while Combinum manages temporary IDs and matches complex revision chains in the background.

Smart triggers and automated cleanup

Full control over synchronization based on quote status. The system warns you if links to the CRM are broken, automatically cleans up the corresponding quote line in Dynamics if a quote line is deleted in Combinum, and blocks status promotions if the systems cannot communicate.

Configuration data & architecture

Flexible bidirectional architecture

Gain total control over how data flows within Architect. Map configuration fields and parameters to either the header Quote-level or individual Quote Details in CRM, tailored uniquely for your specific installation.

Instant product data sync

Create new products, parameters, and multi-choice values in Combinum Architect and push them to Dynamics with a single click. The system automatically populates the corresponding Dynamic Properties inside your CRM.

Automated and conditional reporting

Define exactly when documents like quote letters or machine specifications are generated based on status changes. Use conditional inclusion expressions to automatically attach them as notes to the quote in Dynamics.

Built-in C# Editor for advanced customizations

Develop custom C# code directly within the platform. Build specialized integrations and extend the CPQ software to meet your business's precise operational requirements.

Reduce lead times

From CRM to the shop floor

The benefits of Combinum extend far beyond your CRM system. Selling complex, custom-engineered products often creates major bottlenecks and repetitive manual work further down the order and production chain.

By minimizing complexity and automating time-consuming tasks, the entire process becomes intuitive and efficient. As soon as a deal is marked as won in Dynamics 365 Sales, Combinum can automatically generate vital data required for production and delivery.

The system can generate dynamic bills of materials (BOMs), routing instructions, drawings, assembly guides, and digital instructions for production systems. This creates a completely unbroken digital chain from the initial customer touchpoint in your CRM to the finished, delivered product.

A futuristic Industry 4.0 concept showing a glowing blue digital twin holographic blueprint of a machine transitioning into an ultra-modern automated smart factory.

Three out of four companies achieve a 3 to 10 percent uplift in return on sales through pricing and quoting automation.

- Simon-Kucher / Global Pricing & Quoting Automation Study

Ready to take your Dynamics 365 Sales to the next level?

Unlock the full potential of your sales team, even with highly complex product configurations. With Combinum CPQ integrated into Dynamics 365 Sales, you get shorter lead times, higher accuracy, and an automated process from the initial customer touchpoint all the way to the digital shop floor.

Book a 30-min demo