CPQ solution for Dynamics 365 CRM
Smarter, faster quoting, built into Dynamics 365 CRM.
Walkerscott delivers the Experlogix CPQ add-on solution for Australian businesses that need quoting speed, accuracy, and control right inside Microsoft Dynamics 365 CRM (Sales, Customer Insights, Field Service, Customer Service, and Project Operations). Whether you’re quoting multi-site services, configurable products, or recurring subscriptions, we help you move fast and stay consistent.
Generate quotes in minutes, not days. Automate pricing logic, discount controls, and approvals. Eliminate manual errors and enforce product rules – without leaving Dynamics 365. Delivered by a certified Microsoft Solutions Partner and authorised Australian Experlogix reseller with deep CPQ and CRM expertise.
Still quoting from spreadsheets, chasing approvals, and fixing errors?
When you have a CRM, but quoting happens in side tools, things can fall through the cracks, including manual pricing, inconsistent documents, and lost deals.
Experlogix CPQ add-on for Dynamics 365 CRM brings quoting, configuration, pricing, and approvals into Dynamics 365 CRM, so your team can quote with speed and confidence.
Rapid, accurate quoting without leaving CRM
Guided selling for complex products and services
Built-in pricing logic, discount limits, and margin protection
Automated approval routing with full audit visibility
Smooth quote-to-order handoff into ERP
Subscription, renewal and multi-site deal support
Why Experlogix CPQ for Dynamics 365 CRM?
Accelerate the quote-to-order cycle
Build and send accurate quotes in minutes, directly inside Dynamics 365 CRM. Guided configuration helps sales close faster, while structured workflows give operations the visibility and control they need.
Control pricing without manual policing
Apply guardrails around discounts, margins, and regional pricing using Experlogix CPQ rules. Sales can stay responsive, while ops ensures consistency across teams and geographies.
Everything happens in Dynamics 365 CRM
No more quoting in spreadsheets or side tools. Experlogix CPQ brings configuration, pricing, approvals, and quote documents into your Dynamics 365 CRM, so nothing gets lost or delayed.
Flexible logic for real-world selling
From complex product bundles to recurring service plans and project-based scoping, Experlogix adapts to how your business actually sells, without forcing unnatural workarounds.
Branded, approval-ready quote documents
Generate clean, professional quote templates with line items, terms, and customer fields. Use PDF or Word formats that align with your internal approval process or external client requirements.
Update logic without developer bottlenecks
Operations or sales teams can adjust product rules, pricing structures, and workflows in Experlogix CPQ – no code, no IT tickets, no delays.
How Dynamics 365 CRM + Experlogix CPQ can make quoting easier, faster, & more reliable…
Retail & Multi-Site Rollouts
Quote large-scale service deployments across multiple locations with volume-based pricing, regional bundles, and recurring service components.
Foodservice & Wholesale Distribution
Build quotes that combine product supply, delivery frequency, and spend-based discounts, differentiated by customer segment or geography.
Professional Services & Field Teams
Scope jobs with variable services, time-based billing, or milestone structures. Use rate cards, preconfigured bundles, and site-specific rules.
Industrial & Manufacturing Sales
Quote configurable products with nested components, compatibility rules, installation fees, and visuals. Sync output with Dynamics 365 ERP for fulfilment.
SaaS, Subscriptions & Renewals
Manage quotes for new business, upgrades, and contract renewals. Automate co-terms, uplift calculations, and proration with CPQ logic.
Contract Automation & Compliance
Need contracts embedded in your quote or deal workflow? Walkerscott’s Klevr Contracts integrates with Dynamics 365 to manage approvals, clauses, e-signatures, and renewal tracking, all tied to the same quoting process.
How we work together
Commercially informed CPQ design
We work from real quoting use cases – what changes deal-by-deal, how pricing behaves, where approvals fit. Our Functional Consultants have deep experience in product configuration, pricing strategy and CRM implementation.
Implemented by Dynamics 365 specialists
As a Microsoft Solutions Partner, we implement CPQ using clean CRM data, native Dynamics 365 integrations, Power Automate workflows, and governed quote templates.
Get in touch
FAQs about CPQ solution by Experlogix for Dynamics 365 CRM
Does Experlogix CPQ sit inside Dynamics 365 CRM, or is it a separate app?
Experlogix CPQ runs natively inside Dynamics 365 CRM products like Customer Insights or Sales. It works with standard CRM records, like Opportunities, Quotes, Products, and Orders, so users don’t need to jump between systems.
Can we connect quotes to our Dynamics 365 ERP system for fulfilment or invoicing?
Yes. Quotes can be converted into sales orders and pushed to Dynamics 365 Finance & Supply Chain, Business Central, or other ERPs. We support native integrations and custom options depending on your setup.
Can it handle subscription deals and contract renewals?
Absolutely. You can quote new sales, renewals, amendments, and co-termed expansions within Experlogix CPQ add-on for Dynamics 365. The system supports uplift rules, pro-rating, and term alignment.
What kind of pricing models can we build in Experlogix CPQ for Dynamics 365?
Most commercial structures are supported: tiered pricing, contract-specific rates, margin enforcement, usage-based pricing, term-based discounts, managed through a rule engine you control.
If we change our product or pricing structure, can we update Experlogix CPQ ourselves?
Yes. Admins or product owners can update product bundles, price lists, and rules through a configuration UI in Experlogix, no developers required.
Can we automate approvals for deals that need sign-off in Experlogix CPQ or Dynamics 365?
Yes. You can build approval workflows based on criteria like discount level, margin thresholds, or product types. Approvals happen inside Dynamics 365 CRM, with full visibility and history.
How long does it usually take to roll out CPQ in Dynamics 365 CRM?
For most mid-sized companies, implementation takes 8 to 14 weeks. The timeline depends on the complexity of your quoting logic and product catalogue.
We sell in multiple currencies and regions, can Experlogix CPQ handle that?
Yes. Experlogix CPQ supports multi-currency quoting, localised price books, and regional business rules. AUD and NZD are fully supported, with dated exchange rate handling if needed.
Can we still use Excel or Power BI for reporting with Experlogix CPQ?
Definitely. Quote data stays in Dynamics 365 CRM and can be surfaced in Power BI or exported to Excel. Many teams use it to track quote turnaround times, discount patterns, and conversion rates.
Do we have to retire our current quoting tools, or can we run both?
You can start with a phased rollout. Many clients migrate core quoting scenarios first, then retire spreadsheets or legacy CPQ tools once the new system is proven.
Why Choose Walkerscott
Authorised Experlogix Partner for Dynamics 365
We implement Experlogix CPQ for Dynamics 365 CRM (Customer Insights, Sales, Field Service, and Customer Service), integrated with your CRM, ERP, and approval workflows.
Australian Microsoft Solutions Partner
Our local team brings deep expertise across Dynamics 365 CRM, Power Platform, Azure, and Dataverse to deliver a quoting solution that fits your business from day one.
Led by Commercial and CRM Specialists
We blend product and pricing logic with practical sales and operations workflows. Your CPQ is designed by consultants who understand how deals are structured, not just how systems work.
Fast to Deploy, Built to Scale
Delivered using proven templates, accelerators, and governance best practices, including Power Platform security, Dataverse compliance, and Dynamics 365 CRM-native configuration.