1. Integrations
  2. Microsoft Dynamics 365

Qwilr + Microsoft Dynamics 365

Create personalized proposals with one-click from Microsoft Dynamics. Plus, offload manual work with automations.

Try it freeBook a demo

Speed and accuracy, built into every proposal

Generate personalized proposals straight from Dynamics data, cutting manual copy-paste and helping your team close faster with fewer errors

Step one

Speed and accuracy, built into every proposal

Pull data straight from your Dynamics Opportunities, Accounts, and Contacts into ready-made templates, so reps can generate a fully personalized proposal without leaving the CRM.

A Sales Hub application displaying a proposal, with an integrated Qwilr pop-up for managing enterprise proposals.
Step two

Keep Dynamics up to date automatically

As deals move forward, Qwilr updates your Dynamics Opportunity line items automatically, so your pricing and product data always match what's in the proposal.

An automation interface configuring Qwilr to update Microsoft Dynamics, showing a rule that triggers 'update opportunity pipeline stage' when a page is accepted by the client.
Step three

Secure signatures and payment via your proposals

Add legally binding e-signature fields so buyers can sign on the spot, and then pay directly within the page, no extra tools required.

Digital payment and e-signature forms for a $25,000 transaction.
Step four

Track every proposal, right from the Opportunity record

Share a link with your buyers, and see when they view or accept your document within Dynamics. Or, track how they’re engaging with your pages using Qwilr’s analytics.

Two people work on laptops with software UI overlays showing proposal management, shareable links, personalized proposals, sales automation, and faster deal closing.
Step Five

Let automations handle your admin

Set up Qwilr triggers to write page events and data straight back to Dynamics, and automate your post-close busywork, like sending onboarding emails and invoicing.

A software interface displaying recommended automations, filtered for Microsoft Dynamics, with cards like "Update opportunity stage" and "Update opportunity line items."

Enhance your Dynamics integration

Connect Slack to get instant notifications when a buyer views or signs your proposal, or use Zapier to sync Qwilr with hundreds of other apps.

Slack logo

Slack

Get instant notifications whenever your Qwilr documents are published, viewed and accepted.

Learn more
Zapier logo

Zapier

Sync Qwilr with hundreds of other cloud apps.

Learn more

Get started with Dynamics

Visit our help documentation to connect your Dynamics account to Qwilr and start automating personalized sales materials.

Visit how-to guide
Qwilr logo and an abstract blue logo with a plus sign.

Frequently asked questions

Qwilr customers can create proposals directly from their Microsoft Dynamics 365 CRM. Once templates are created, details from Lead, Contact, or Opportunity records can be automatically pulled in to personalize proposals at scale.

Proposals created with Qwilr using the Dynamics 365 integration are completely mobile responsive. Qwilr proposals are created as online pages, instead of a PDF. You can create thousands of proposals and sales material through Qwilr, knowing they will work on any screen resolution.

Proposals created with Qwilr using the Dynamics 365 integration are completely interactive. Add dynamic pricing, Calendly links, videos, images, animations, an interactive ROI calculator and more - all with Qwilr's proposal software.

Qwilr proposals generated through the Dynamics 365 CRM integration have the ability to capture digital e-signatures. Collect one or multiple signatures to accelerate deals and capture details from your customers. Qwilr e-signatures support legally-binding documents.