Experlogix Add‑ons for Dynamics 365 CRM
DYNAMICS 365 CUSTOMER ENGAGEMENT > CRM ADD-ONS
Streamline quote-to-cash and omnichannel commerce for Dynamics 365 CRM
Walkerscott is an authorised Experlogix partner and certified reseller in Australia and New Zealand. We deliver Experlogix solutions that supercharge Dynamics 365 CRM, including Sales, Customer Insights, and Commerce – with advanced CPQ, document automation, and fully integrated e-commerce capabilities.
From configuring complex products to automating quote generation and extending into seamless web ordering, Experlogix enables faster closes, more accurate quoting, and unified customer experiences – all within your Dynamics 365 ecosystem.
Why choose Experlogix for Dynamics 365 CRM?
Efficient Product Configuration
Use guided CPQ tools embedded in CRM and Commerce to configure complex products or services, enforce pricing logic, and generate accurate BOMs in real time, without leaving Dynamics 365.
Automated Document Generation
Create Word or HTML-based quotes, proposals, and contracts directly from Dynamics 365 CRM records. Integrate optional e-signature workflows, automated delivery, and SharePoint archiving, all without exporting or manual editing.
Omnichannel Digital Commerce
Extend Dynamics 365 to an online store, with a real-time integrated commerce platform. Customers can place 24/7 orders with accurate pricing and inventory, and orders flow directly into Dynamics 365, including Sales, Customer Insights, or even Finance & Operations.
Personalised Multi-Channel Communications
Engage prospects and customers with data-driven messages across email, SMS, and web channels using Dynamics 365 CRM segmentation and Experlogix’s Smart Flows tools.
Native Integration Within Dynamics Ecosystem
Experlogix is built for Dynamics 365, integrating with Sales, Customer Insights, and other Power Platform modules. No middleware, no disconnected systems.
Experlogix add-ons for Dynamics 365 CRM Capabilities
Configure‑Price‑Quote (CPQ) with Dynamics 365
Enable guided selling and accurate pricing within Dynamics 365 CRM and Commerce. Reps and customers can configure complex offerings using logic-based rules and visual previews, reducing errors and accelerating quote-to-order workflows.
Document Automation
Design and produce branded quotes, proposals, and contracts from Dynamics 365 CRM data using templated Word or HTML formats. Automate e‑signature requests, email distribution, and secure archiving with minimal clicks.
Digital Commerce Integration with Experlogix Add-on
Launch scalable B2B or B2C webstores connected in real time to Dynamics 365. Provide customers with personalised pricing, account history, and live inventory, while capturing orders directly into your Dynamics 365 ERP.
Frequently Asked Questions
How do I generate quotes and contracts directly from Dynamics 365 without copying data to Word?
If you are using Dynamics 365 CRM solutions like Sales or Customer Insights, it requires manual export or repetitive data entry to create documents like quotes or contracts. You can instead use Dynamics 365 add-ons like Experlogix CPQ and document automation to enable you to produce templated, branded documents directly in Dynamics 365, pulling in live data and automating delivery, e-signature links, and archiving as native workflows.
Can I offer online product configuration and ordering in Dynamics 365 CRM or Commerce?
Out-of-the-box Dynamics 365 lacks product configurators for web customers.
Dynamics 365 extensions Experlogix CPQ and Digital Commerce, can provide guided configuration, proper pricing logic, and real-time inventory checks for seamless B2B or B2C online sales that sync directly with your Dynamics 365 CRM or ERP.
I am using Dynamics 365, how do I guarantee pricing accuracy and validity when customers configure products themselves online?
Users using standard Dynamics Commerce or Dynamics CRM integrations often struggle with misconfigured quotes or inaccurate pricing. Experlogix add-ons ensure that pricing rules, valid option combinations, and product structures are enforced in real-time, reducing errors and streamlining quote-to-order processing.
I want branded, reusable quote templates in Dynamics 365 CRM, can I do that natively?
Dynamics 365 provides limited formatting and branding options for quoting. Consider using Experlogix CPQ add-on, which lets you create Word or HTML document templates tied to Dynamics CRM data, enabling quick generation of professional quotes, proposals, and contracts without external tools.
Can I personalise communications based on Customer Insights or Dynamics 365 CRM data?
Native Dynamics CRM segmentation and messaging options are basic. Try using Experlogix Smart Flows, it allows you to trigger personalised email or SMS campaigns using real-time Dynamics 365 CRM and Customer Insights data—delivering targeted customer communication based on behavior or lifecycle events.
Why Work with Walkerscott?
Walkerscott is a certified Microsoft Solutions Partner and authorised Experlogix implementer. We deliver tailored setup, integration, and support services across Australia and New Zealand—ensuring your Experlogix solutions align precisely with your Dynamics 365 CRM and digital commerce strategy.
We help you streamline configuration, quoting, document output, and online selling within your Dynamics 365 deployment.