Walkerscott
Walkerscott

Salesforce CPQ is on the way out, but that doesn’t mean your quoting process has to suffer. If you’re one of the many businesses in Australia or New Zealand wondering what comes next, it’s a great time to rethink how CPQ fits into your sales and operations workflow.

And there’s a powerful combination that does exactly that: Microsoft Dynamics 365 CRM + Experlogix CPQ.

This isn’t just a replacement, it’s a better way to quote, configure, and close. Whether you’re managing simple quotes with tiered pricing or orchestrating complex, multi-site service deals with approval layers and contract terms, this duo gives you the control, speed, and scalability you need.

Salesforce CPQ vs Dynamics 365 CRM/Experlogix CPQ Comparison Table

Quoting tools need to support how Australian and New Zealand businesses actually sell, whether it’s complex service scoping, configurable product bundles, regional price variations, or strict approval and compliance requirements. That means speed and accuracy, yes, but also adaptability, auditability, and seamless integration with CRM, ERP and reporting tools.

Below, we compare the most essential CPQ capabilities across Salesforce CPQ and Dynamics 365 CRM with Experlogix, focusing on the functionality that makes the biggest difference in real-world quoting environments.

Feature / Capability

Salesforce CPQ

Dynamics 365 CRM + Experlogix CPQ

Native CRM experience

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(Sales, Field, Project modules)

Guided product/service configuration

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(flexible, logic-based)

Approval workflows (margin/discount rules)

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(rules-based, traceable in CRM)

Subscription & renewal support

Salesforce CPQ

Partial

Dynamics 365 CRM + Experlogix CPQ

Yes
(co-term, uplift, proration)

Flexible pricing models

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(tiers, usage, contracts, bundles)

Document generation (quotes, templates)

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(Word/PDF, branded)

Mobile-friendly quoting

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(CRM mobile app)

ERP integration (order conversion)

Salesforce CPQ

Requires integration via middleware (e.g. MuleSoft) for non-Salesforce ERPs

Dynamics 365 CRM + Experlogix CPQ

Native to Dynamics 365 ERP

Real-time reporting + Power BI integration

Salesforce CPQ

No native

Dynamics 365 CRM + Experlogix CPQ

Yes
(quote data feeds into Power BI)

Multi-currency + regional pricing

Salesforce CPQ

Yes

Dynamics 365 CRM + Experlogix CPQ

Yes
(AUD, NZD, date-based FX)

Admin-friendly (non-dev rule updates)

Salesforce CPQ

Often developer-led

Dynamics 365 CRM + Experlogix CPQ

Yes
(no-code rule UI)

Local implementation support

Salesforce CPQ

Global-first model

Dynamics 365 CRM + Experlogix CPQ

Yes
(delivered by Walkerscott based in Australia and New Zealand)

Start planning and gathering requirements for your new CPQ solution?

CPQ solution requirements checklist, 10 things to consider:

  1. Do you need product or service configuration rules? (e.g. dependencies, exclusions, bundled pricing)
  2. Will quotes include recurring, subscription, or usage-based items? (e.g. co-terming, proration, renewals)
  3. Do you require different price books for customers, regions, or channels? (e.g. AUD/NZD pricing, customer-specific contracts)
  4. Do quotes need approval workflows based on value, margin, or discounts?
  5. Do you need support for multi-currency or tax compliance across ANZ?
  6. Should quotes convert directly to orders in your ERP or fulfilment system?
  7. Will you generate branded quote documents with pricing, Ts&Cs, and inclusions?
  8. Do sales reps need quoting access in the field or via mobile devices?
  9. Should quote data feed into dashboards, KPIs, or Power BI reports?
  10. Who will maintain pricing and product logic, do you need a no-code admin UI?

Consider migration to Dynamics 365 CRM & Experlogix CPQ

With Dynamics 365 CRM + Experlogix CPQ, you get a future ready quoting system that works the way your teams do. It’s fast, flexible, familiar, and backed by a local partner who understands your industry and region.

Let’s talk about your quoting challenges, and how we can make 2026 the year you simplify, scale, and automate CPQ for good.

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