Folio3 CPQ for Microsoft Dynamics 365

Sales teams price complex deals in a spreadsheet, then retype the result into the customer relationship management (CRM) system. Folio3 CPQ moves the costing sheet into Microsoft Dynamics 365, so the configuration, the calculation, and the quote all sit on one record.

Who it is for

Sales representatives, pricing managers, and sales operations leads at companies that quote configurable products or services, where the pricing logic is complex enough that one person ends up owning the workbook.

The problem it addresses

Formulas break when a column moves. Two representatives quote the same configuration at different numbers. Discount approvals happen over email and never make it back into the system. Nothing in the CRM knows what margin was actually quoted, so pipeline reporting shows revenue but not profitability.

What the application does

• Configure the deal by component, such as user counts, license tiers, environments, modules, and services
• Pricing rules evaluate the configuration and return the deal price, with cost and margin held at the line level
• Discount rules apply at the line or the whole quote, with approval routing for anything outside policy
• Quotes generate against the existing account and opportunity record, so quote history, win and loss data, and forecasting stay in one place
• Costing models built in Microsoft Excel can be rebuilt as configurable templates in a formula-driven grid, so your pricing logic stays intact but runs under the security and audit trail of Microsoft Dataverse

Built on Microsoft technology

Microsoft Dynamics 365 Sales and Dataverse hold the data. Microsoft Power Apps provides the model-driven application and the configuration grid. Microsoft Power Automate runs approvals and document generation. Microsoft Azure Logic Apps and Azure Integration Services connect quotes to downstream finance and enterprise resource planning (ERP) systems where that is in scope.

Requirements

A Dataverse environment with Microsoft Dynamics 365 applications enabled, a Microsoft Dynamics 365 Sales or Power Apps license for each user, and system administrator rights to install the solution.

Select Contact me to arrange a working session where your own costing sheet is rebuilt as a configurable pricing template.