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 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 Business Central | Connection to your Microsoft Dynamics 365 Business Central environment. | All regions | Not shareable |
| 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 Business Central
Auth ID: MSDynamicsBC
Applicable: All regions
Connection to your Microsoft Dynamics 365 Business Central 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 |
|---|---|---|---|
| CPQ Project URL | string | The URL to your CPQ project. | True |
| Company Name | string | The name of your Dynamics 365 Business Central company. | True |
| Integration Name | string | The name (type) of the CPQ integration. | True |
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 Changes |
Creates a new configuration from the provided changes. |
| 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. |
| Experlogix CPQ MCP Server |
Endpoint for Experlogix CPQ MCP communication. |
| Get Configuration Xml |
Gets the configuration XML for the provided entity. |
| Get Model Metadata |
Gets the model metadata for the project. |
| Update Configuration From Changes |
Updates the configuration from the provided changes. |
| Updates the Configuration |
Updates the configuration for the provided entity with the provided configuration XML. |
Create Configuration From Changes
Creates a new configuration from the provided changes.
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. |
|
Series
|
seriesId | True | string |
The identifier of the series to create the configuration. |
|
Model
|
modelId | True | string |
The identifier of the model to create the configuration. |
|
Type
|
type | True | string |
The type of the configuration change. (e.g., "setProperty", "selection", "recalc") |
|
Config Line Index
|
configLineIndex | integer |
The index of the configuration line item to change. |
|
|
Change Type
|
changeType | string |
The type of change to apply. (for "selection" type changes) |
|
|
Category Id
|
categoryId | True | string |
The identifier of the category to change. |
|
Option Id
|
optionId | True | string |
The identifier of the option to change. |
|
Selection Index
|
selectionIndex | integer |
The index of the selection to change. |
|
|
Property Id
|
propertyId | string |
The identifier of the property to change. |
|
|
Value
|
value | string |
The new value for the property to change. |
|
|
Save Configuration
|
saveConfiguration | boolean |
Whether the configuration should be saved after creation. Defaults to true if not provided. |
Returns
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
Experlogix CPQ MCP Server
Endpoint for Experlogix CPQ MCP communication.
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
Get Model Metadata
Gets the model metadata for the project.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Relevant Categories
|
relevantCategories | array of string |
The list of relevant categories to include in the metadata. |
Returns
Update Configuration From Changes
Updates the configuration from the provided changes.
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. |
|
Type
|
type | True | string |
The type of the configuration change. (e.g., "setProperty", "selection", "recalc") |
|
Config Line Index
|
configLineIndex | integer |
The index of the configuration line item to change. |
|
|
Change Type
|
changeType | string |
The type of change to apply. (for "selection" type changes) |
|
|
Category Id
|
categoryId | True | string |
The identifier of the category to change. |
|
Option Id
|
optionId | True | string |
The identifier of the option to change. |
|
Selection Index
|
selectionIndex | integer |
The index of the selection to change. |
|
|
Property Id
|
propertyId | string |
The identifier of the property to change. |
|
|
Value
|
value | string |
The new value for the property to change. |
|
|
Save Configuration
|
saveConfiguration | boolean |
Whether the configuration should be saved after the update. Defaults to true if not provided. |
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
GetConfigurationResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
configurationXml
|
configurationXml | string | |
|
configureUrl
|
configureUrl | string | |
|
lineItemIds
|
lineItemIds | array of integer | |
|
success
|
success | boolean | |
|
messages
|
messages | array of string |
GetModelMetadataResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
Categories
|
Categories | array of object | |
|
CatID
|
Categories.CatID | string |
The category identifier |
|
Description
|
Categories.Description | string |
The category description |
|
CategoryOptions
|
CategoryOptions | object | |
|
CategoryProperties
|
CategoryProperties | object | |
|
success
|
success | boolean | |
|
messages
|
messages | array of string |