Experlogix CPQ (Preview)
Experlogix CPQ (Configure, Price, Quote) helps sales teams quickly and accurately build quotes for complex products and services. Using a logic-based rules engine, Experlogix CPQ software guides users through selecting the right configuration options, applies pricing automatically and prevents incompatible variations from being selected — all through deep integration with leading CRM and ERP systems like Microsoft Dynamics 365 and Salesforce.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Experlogix Support |
| URL | https://support.experlogix.com |
| support@experlogix.com |
| Connector Metadata | |
|---|---|
| Publisher | Experlogix US |
| Website | https://www.experlogix.com |
| Privacy policy | https://www.experlogix.com/privacy-policy/ |
| Categories | Communication;Productivity |
Experlogix CPQ (Configure, Price, Quote) helps sales teams quickly and accurately build quotes for complex products and services. Using a logic-based rules engine, Experlogix CPQ software guides users through selecting the right configuration options, applies pricing automatically and prevents incompatible variations from being selected — all through deep integration with leading CRM and ERP systems like Microsoft Dynamics 365 and Salesforce.
Prerequisites
You need to have access to an Experlogix CPQ project.
Creating a connection
The connector supports the following authentication types:
| Microsoft Dynamics 365 CE | Connection to your Microsoft Dynamics 365 CE environment. | All regions | Not shareable |
| Microsoft Finance and Operations | Connection to your Microsoft Dynamics Finance and Operations environment. | All regions | Not shareable |
| Default [DEPRECATED] | This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility. | All regions | Not shareable |
Microsoft Dynamics 365 CE
Auth ID: MSDynamicsCE
Applicable: All regions
Connection to your Microsoft Dynamics 365 CE environment.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Microsoft Dynamics 365 CE Project URL | string | The URL to your Microsoft Dynamics 365 CE project. | True |
| CPQ Project URL | string | The URL to your CPQ project. | True |
| Organization Name | string | The name of your Dynamics 365 CE organization. | True |
| Integration Name | string | The name (type) of the CPQ integration. | True |
Microsoft Finance and Operations
Auth ID: MSDynamicsFO
Applicable: All regions
Connection to your Microsoft Dynamics Finance and Operations environment.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Microsoft Dynamics Finance and Operations Project URL | string | The URL to your Microsoft Dynamics Finance and Operations project. | True |
| CPQ Project URL | string | The URL to your CPQ project. | True |
| Organization Name | string | The name of your Dynamics Finance and Operations organization. | True |
| Integration Name | string | The name (type) of the CPQ integration. | True |
Default [DEPRECATED]
Applicable: All regions
This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create Configuration From Copy |
Creates a new configuration from a copy of the provided configuration. |
| Creates the Configuration |
Creates the configuration for the provided entity with the provided configuration XML. |
| Get Configuration Xml |
Gets the configuration XML for the provided entity. |
| Updates the Configuration |
Updates the configuration for the provided entity with the provided configuration XML. |
Create Configuration From Copy
Creates a new configuration from a copy of the provided configuration.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Target Id
|
targetId | True | string |
The identifier of the entity to copy the configuration to. |
|
Source Id
|
sourceId | True | string |
The identifier of the entity to copy the configuration from. |
|
Type
|
type | True | string |
The type of the entity. |
|
Line Item Ids
|
lineItemIds | array of integer |
The identifiers of the line items to copy. |
Returns
Creates the Configuration
Creates the configuration for the provided entity with the provided configuration XML.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Id
|
id | True | string |
The identifier of the entity to create the configuration. |
|
Type
|
type | True | string |
The type of the entity. |
|
Configuration XML
|
configurationXml | True | string |
The configuration XML. |
Returns
Get Configuration Xml
Gets the configuration XML for the provided entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Type
|
type | True | string |
The type of the entity. |
|
Id
|
id | True | string |
The identifier of the entity. |
Returns
Updates the Configuration
Updates the configuration for the provided entity with the provided configuration XML.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Id
|
id | True | string |
The identifier of the entity to update the configuration. |
|
Type
|
type | True | string |
The type of the entity. |
|
Configuration XML
|
configurationXml | True | string |
The updated configuration XML. |
Returns
Definitions
GetConfigurationXmlResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
configurationXml
|
configurationXml | string | |
|
configureUrl
|
configureUrl | string | |
|
lineItemIds
|
lineItemIds | array of integer | |
|
success
|
success | boolean | |
|
messages
|
messages | array of string |