Experlogix CPQ for Dynamics 365 Finance & Operations
DYNAMICS 365 FINANCE & OPERATIONS > F&O ADD-ONS
Streamline Complex Quoting and Subscription Billing for Dynamics 365 Finance & Operations
Walkerscott is a certified Experlogix partner in Australia and New Zealand, specialising in extending Microsoft Dynamics 365 Finance & Operations with advanced Configure-Price-Quote (CPQ) and billing automation. We help enterprise organisations bridge the gap between sales and operations, ensuring that complex product configurations and bundled services flow seamlessly from the initial quote into production and financial systems.
By integrating Experlogix CPQ with your D365 F&O environment, you eliminate the manual friction of the “quote-to-cash” cycle, ensuring every order is buildable, every price is accurate, and every invoice is automated.
Key capabilities Experlogix enables in Dynamics 365 Finance (F&O)
Handling complex product configurations
If you are in manufacturing or distribution, you know that even a tiny mistake in a quote can cause a nightmare on the factory floor. Experlogix uses a smart rules engine to handle thousands of product variations so your team can’t accidentally sell something that can’t be built.
- You can automatically turn a finished quote into complete Bills of Materials and routings without manual data entry
- The system validates every choice in real-time to stop rework and expensive production errors before they happen
- Your master data sits entirely in Dynamics 365 F&O
Managing subscriptions and service bundles
Moving beyond one-off sales shouldn’t mean more administrative headaches. We make it easy to manage recurring revenue models alongside your traditional product sales.
- You can easily bundle physical goods with ongoing service contracts or software subscriptions in the same quote
- The engine handles tiered pricing and usage-based models automatically while keeping everything in sync with your general ledger
- It simplifies complex discounting logic so your margins are protected without needing constant manual approvals
Connecting your Quote-to-Cash process
The biggest friction point is often the gap between a signed proposal and a sent invoice. This integration closes that loop by connecting your sales logic directly to your finance requirements.
- Approved quotes flow straight into a specialised billing engine to manage revenue recognition and automated invoicing
- You can generate professional proposals and technical contracts that pull live data directly from F&O for total accuracy
- It ensures that the terms and conditions your sales team promises actually match your financial and legal standards
Experlogix + Dynamics 365 F&O enables digital transformation
Migrate from Salesforce CPQ to Dynamics 365 F&O
If your sales team is currently using Salesforce CPQ but your finance department has moved to Dynamics 365 Finance & Operations, we can help you consolidate. We specialise in migrating complex CPQ logic and data into a unified Dynamics 365 F&O environment, extended with Experlogix to remove cross-platform silos.
Integrated Subscription Billing in Dynamics 365 F&O
Move beyond manual spreadsheets for recurring revenue. We integrate Experlogix with the Dynamics 365 F&O Subscription Billing module to automate complex billing schedules, ensuring compliance with revenue recognition standards (like AASB 15 / IFRS 15).
Why Work with Walkerscott?
As an authorised partner Experlogix in the ANZ region, Walkerscott understands the unique requirements of Dynamics 365 enterprise ERP deployments.
Whether you are looking to automate a complex manufacturing BOM or transition to a “Product-as-a-Service” model, our team provides the local expertise to ensure your Experlogix add-on deployed with Dynamics 365 F&O delivers a rapid ROI.
Frequently Asked Questions
Can I automatically create production orders and BOMs from a quote in Dynamics 365 Finance & Operations?
Yes, this is exactly what the Experlogix CPQ add-on for Dynamics 365 Finance ERP is built for. Instead of manually entering data twice, the integration takes the configured quote and automatically generates production ready Bills of Materials (BOMs) and routings. This ensures that what the customer buys, is exactly what the manufacturing and supply chain modules receive.
Can I manage complex global pricing and multi-currency logic within Dynamics 365 F&O?
Absolutely. By using the Experlogix CPQ extension for Dynamics 365 Finance & Operations, you can move away from messy spreadsheets and handle regional price lists, multi-currency conversions, and margin-based approval workflows all in one place. The rules engine makes sure your sales team stays within profitable limits regardless of how complex your global pricing structure gets.
Can I automate Revenue Recognition and billing schedules for service bundles within Dynamics 365 Finance?
Yes, this is possible by linking the CPQ logic with a specialised billing engine inside Dynamics 365 F&O with an extention like Experlogix CPQ. When a quote is finalised, the system pre-structures the data to support automated revenue recognition and deferral schedules. This means your finance team doesn’t have to manually unpick complex bundles to figure out what to bill and when.
Can I transition my existing Salesforce CPQ rules over to Dynamics 365 F&O?
Yes, we see this often. If you are moving your back-office operations to Dynamics 365 Finance, you don’t have to lose your complex CPQ configuration logic. We can help you migrate those rules from Salesforce CPQ into your Dynamics 365 environment through native Dynamics 365 add-on Experlogix, giving you a much tighter integration between your sales front-end and your financial back-end.