Microsoft Dynamics 365 CRM + Quotient Integration

Integrate Microsoft Dynamics 365 CRM to Quotient in one click, or tell Integrately AI how you want each lead handled. Track sent quotes, create CRM leads and contacts, alert your sales team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
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2.

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Quotient Integration

Capture quotes, create CRM leads, update contact records, alert your sales team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Microsoft Dynamics 365 CRM account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Microsoft Dynamics 365 CRM each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in Microsoft Dynamics 365 CRM.
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Connect more apps to your Microsoft Dynamics 365 CRM + Quotient flow

Send quote notifications, update project sheets, collect signatures, and record payments after your CRM and quoting tools sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Quotient
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
DocuSignDocuSign (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
Q
M
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When a new quote is sent in Quotient, create a lead in Microsoft Dynamics 365 CRM, and send a notification email in Microsoft Outlook
Sent Quotient quotes create a Microsoft Dynamics 365 CRM lead instantly while Microsoft Outlook notifies your sales rep, removing manual data entry.
Q
M
M
When a quote is accepted in Quotient, update the lead in Microsoft Dynamics 365 CRM, and email the account manager in Microsoft Outlook
Accepted Quotient quotes update Microsoft Dynamics 365 CRM records and trigger an email in Microsoft Outlook so account managers stay informed.
Q
M
M
When a customer asks a question in Quotient, create a case in Microsoft Dynamics 365 CRM, and email support in Microsoft Outlook
Quotient customer questions create Microsoft Dynamics 365 CRM support cases and alert your team via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Quotient

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available

What can you automate with Microsoft Dynamics 365 CRM + Quotient?

Streamline your sales pipeline by connecting quotation events directly to your customer relationship management workflows.

What you can automate?
📝
Create CRM leads from sent quotes automatically
Generate a new lead in Microsoft Dynamics 365 CRM the moment a quote is sent in Quotient. Remove manual data entry and ensure prospective clients enter your pipeline instantly.
📋
Capture every submitted quote detail
Map all available line items and pricing figures from Quotient into your Microsoft Dynamics 365 CRM records. Maintain comprehensive proposal history for every account.
🔔
Alert your team when quotes are accepted
Notify your sales channel or account managers immediately when a client accepts a proposal in Quotient. Keep stakeholders informed of closed business without delay.
🔀
Route records based on quote status changes
Trigger different workflows depending on whether a quote is accepted, declined, or viewed. Direct your team's attention to the most active prospects.
🔄
Keep CRM contact records up to date
Update existing contacts and accounts in Microsoft Dynamics 365 CRM whenever customer details or questions are submitted in Quotient. Prevent outdated records.
🔍
Search and update existing records
Check for existing contact or account entries in Microsoft Dynamics 365 CRM before creating new ones. Prevent duplicate records and keep your database clean.
💳
Handle later status changes and billing
Manage post-quote workflows such as generating invoices, creating contracts, or updating deal stages when quotes reach final resolution.
🔌
Extend your quoting flow to messaging apps
Connect your Microsoft Dynamics 365 CRM and Quotient workflow with Microsoft Outlook or Slack to alert teams and share proposal updates instantly.
And much more...

Who is Microsoft Dynamics 365 CRM + Quotient integration for?

Sales managers, account executives, and finance teams relying on accurate quote and CRM data benefit when quotation events automatically update customer records without manual data entry.

Sales directors
Sales directors
Account executives
Account executives
Client success managers
Client success managers
Sales operations specialists
Sales operations specialists
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales directors
You review pipeline reports every morning but your CRM lead stages only update when someone manually checks quotation tools, so your forecasting numbers are always a few hours behind — connecting these apps means every quote event updates your CRM instantly and your dashboards stay current.
⚡
Account executives
You need to follow up the moment a prospective client accepts a proposal, but finding out hours later delays your outreach — with this integration, every quote acceptance creates or updates your CRM records instantly so you can initiate onboarding right away.
🤝
Client success managers
You answer to stakeholders who want to see signed proposals linked directly to client accounts, but manual record-keeping leads to missing history — automating both apps means every quote and customer interaction maps correctly to your CRM accounts without extra effort.
📊
Sales operations specialists
The volume of outgoing proposals is too high for anyone to keep up by hand, leading to neglected contact records and broken handoffs — integrating these apps means every sent quote populates your CRM and spreadsheets automatically without human error.
🔄
Business development reps
You depend on upstream quoting teams to hand over prospect details before you can start outbound tasks, causing frustrating bottlenecks — this integration means quote submissions generate CRM leads instantly so you can begin outreach without waiting.
🗂️
CRM administrators
You need a reliable history of customer interactions but keep finding gaps where sales reps forgot to log quotes and client responses — automating both apps means every quote view, question, and acceptance is recorded in your CRM with absolute consistency.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Quotient

Build and manage your Microsoft Dynamics 365 CRM + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Quotient?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Quotient using 1-click workflows on Integrately. It takes only a few minutes to set up your accounts, or you can ask Integrately AI to build the automation and map the fields for you.
Can I automatically create CRM leads when quotes are sent in Quotient?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Quotient?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead creation from quotes?
Frequently Asked Questions
How do Quotient quotation events trigger CRM updates?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Quotient?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Quotient integration free?
Frequently Asked Questions
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