CRM @ Work: Modernizing Quote-to-Cash in Dynamics 365 with Native CPQ and Document Automation

Disconnected CPQ, proposal, contract, and e-signature tools can add complexity to CRM and quote-to-cash processes in Dynamics 365. In this webcast, Sara Hou, VP of AI Business Process, and William Wang, Associate Director of Demo Experience at Imperium Dynamics, will show how Acadia and Acadia CPQ bring these capabilities together natively on Microsoft Dataverse and Dynamics 365 CRM.

The session will include an end-to-end demo covering product configuration, pricing, approvals, quote generation, proposal and contract creation, dynamic templates, and e-signature. Attendees will also learn how a Dataverse-native architecture can simplify implementation, reduce integration complexity, support governance, and create new opportunities for both Dynamics 365 CRM partners and customers.