Export Pricefx Quotes to MS Dynamics

Owned by Ondřej Tesař
Sept 19, 2024
3 min read

This template exports Quotes from Pricefx to MS Dynamics. The export schedule can be configured by a cron expression during the template setup.

Exported Quotes must have the ID of the Opportunity in MS Dynamics filled in the External Reference field. Any quotes without value in this External Reference field will not be selected for export.

Example:

 

If the quote is created in MS Dynamics for the first time, it will be given an unique ID by MS Dynamics which will be saved in Pricefx Quote in the field defined by the customer during template setup. Changes in price or quantity in quote line items in the Pricefx Quote will be reflected in the same quote in MS Dynamics.

MS Dynamics Quote ID example:

Pricefx Products that are used in the Pricefx Quote should exist in MS Dynamics, and are matched by the customer defined field of the Pricefx Product.

The update will be skipped if the product does not exist in a particular quote.

Connection between PlatformManager and MS Dynamics

For details on setup see How to Create MS Dynamics Connection.

Installation

Go to PlatformManager > Marketplace, find Export Quotes from Pricefx to MS Dynamics, select Deploy and then select a target integration instance and template version.

Configuration Steps

  1. Choose the MS Dynamics REST OAUTH2 connection to be used. 

  2. Configure the Integration Template parameters:

    • Cron expression for triggering import – Defines when this Integration Template should be triggered. Example value: "0+0+*+*+*+?+*".

    • MS Dynamics API version – Version of the target MS Dynamics API. You should only enter the number without the usual "v" in the path. Example value: "9.1".

    • MS Dynamics ID of Price Level which stores Product Prices to be added to the Quote.

    • Field of the Pricefx Product which contains MS Dynamics Product ID. This field will be used to match Products in Pricefx and MS Dynamics.

    • Field of the Pricefx Quote which contains MS Dynamics Quote ID. This field will be used to match Quotes in Pricefx and MS Dynamics.

    • Pricefx Quote Line Item output field name which will be mapped to the MS Dynamics Quote Line Item Quantity field.

    • Pricefx Quote Line Item output field name which will be mapped to the MS Dynamics Quote Line Item Unit Price field.

Troubleshooting Tips

If the export does not work, check the schedule setup. The scheduler is triggered in defined intervals based on a Cron expression.

Only records changed after the last export timestamp will be exported. 

If you wish to export all the data again, you can delete the export timestamp record. The data will be exported and a new export timestamp record will be created in the next run.

PlatformManager version 1.75.0