Knowledge Base - Cloud Connect
Knowledge Base - Cloud Connect
Breadcrumbs

Standard Supported Entities

The following entities are available for configuration in Cloud Connect CPQ:

Integration

Configure

Outbound

Microsoft Dynamics 365 CE

  • Opportunity

  • Quote

  • Sales order

  • Invoice

  • Customer asset

  • Project

Any table or entity

Microsoft Dynamics 365 F&O

  • Sales order

  • Sales quotation

  • Project

  • Project quotation

Any table or entity

Microsoft Dynamics 365 BC

  • Project

  • Sales quote

  • Sales order

Any table or entity

Salesforce

  • Quote

  • Sales order

  • Opportunity

Any table or entity

Inbound property queries are not supported currently.

For Outbound Mappings, any table or entity with a relationship in the host system that Cloud Connect can derive can be used, such as work and production orders. Even though Cloud Connect is capable of this integration, it should not be done as this is a core functionality of an ERP system. Use Design Center to deliver the item, bill of materials, or route and let ERP handle the production and work order creation. Design Center should never interfere with standard processes of ERP.

Supported Integrations

The Cloud Connect supports the following integrations as of 5 June 2023: