For many Microsoft Dynamics users, manual quoting is a daily struggle. Sales teams often juggle spreadsheets, emails, and disconnected systems just to create a single quote. Each request for a proposal becomes a time-consuming process of verifying product configurations, checking pricing rules, and chasing down approvals.
This fragmented approach slows the sales cycle, introduces errors, and leaves reps with less time to focus on selling and building customer relationships. And, the inefficiencies directly impact revenue.
Delayed quotes lead to missed opportunities, incorrect pricing erodes margins, and inconsistent proposals weaken customer trust. Over time, this revenue leakage adds up to millions in lost sales potential.
The solution? A modern CPQ (Configure, Price, Quote) platform.
To see CPQ’s impact in action, consider how Unit4 streamlined its quoting and maintained accuracy with DealHub while moving to Microsoft Dynamics.
Manual Quoting Pitfalls for Dynamics Users
For organizations using Microsoft Dynamics, manual quoting typically involves juggling multiple disconnected systems, which not only consumes valuable time but also increases the risk of human error.
Pricing mistakes, mismatched versions, and approval delays are all too common.
This disjointed workflow creates operational drag, as quote turnaround slows and sales reps spend less time selling and more time troubleshooting. Without automation, you’re also blind to real performance data—quote bottlenecks, prolific rep behaviors, or where deals stall remain hidden.
Every minute spent on clumsy quoting is a minute not spent engaging prospects or closing deals. Worse, errors and inconsistent discounting erode profit margins.
The good news is that these challenges are solvable. Studies show CPQ can cut sales cycle time by around 20–28% and significantly reduce approval bottlenecks and pricing inaccuracies.
Unit4: Overcoming Quoting Challenges During Dynamics Migration
As Unit4, a next-generation ERP provider unifying financial, HR, project, and FP&A systems, prepared to migrate to Microsoft Dynamics, their sales team faced a pressing dilemma: how to keep quoting fast, accurate, and flexible without disrupting ongoing deals.
The Challenge: Rigid, Consultant-Dependent Quoting
Unit4 decided to transition from Salesforce to Microsoft Dynamics 365 Sales to better align systems and improve integration. However, their legacy Salesforce CPQ solution was rigid, complex, and heavily dependent on outside consultants for even minor updates. This slowed operations, created bottlenecks, and made it difficult for their sales team to generate accurate quotes quickly during the CRM migration.
The Solution: Flexible, No-Code CPQ with DealHub
DealHub CPQ provided the agility Unit4 needed. Its no-code configurability allowed the sales operations team to update product configurations, pricing rules, and workflows internally, without relying on consultants.
Guided Selling for Accurate Quoting
Guided flows enabled reps to generate accurate, error-free quotes in minutes instead of hours, drastically improving quoting speed and accuracy.
Seamless CRM Transition
Because DealHub is CRM-agnostic, Unit4 experienced a smooth migration from Salesforce to Dynamics with no disruption to sales operations and no retraining required.
Strategic Partnership and Scalability
Beyond technology, DealHub acted as a true partner, offering hands-on support and guidance throughout the migration. The result was a scalable, efficient quoting process that allowed Unit4 to maintain sales momentum, improve internal team autonomy, and deliver a consistent, seamless experience for customers—all while protecting margins and reducing operational risk.
From Chaos to Control: How CPQ Empowers Dynamics Teams
Unit4’s success demonstrates that even during a major CRM migration to Microsoft Dynamics, fast, accurate quoting is achievable with the right CPQ solution. For Sales Ops and RevOps teams, CPQ delivers control, agility, and efficiency. No-code configuration empowers teams to manage pricing and product rules internally, eliminating dependence on IT or external consultants. Automated workflows and guided flows improve compliance, enforce consistent pricing, and protect margins.
This operational efficiency translates into measurable impact. Research by Forrester shows companies implementing CPQ achieve an average 105% ROI within the first year, while Aberdeen Group finds that organizations without CPQ spend 73% more time on quote creation and approvals, reducing productivity and sales capacity.
Beyond efficiency, CPQ provides strategic insights through analytics, highlighting bottlenecks, deal performance, and product trends. Its scalability supports complex pricing models, such as bundles, renewals, and expansions, ensuring that as your business grows, quoting remains accurate, agile, and profitable.
Unit4’s experience is proof that Dynamics users can adopt CPQ mid-migration while achieving these benefits.
Make Every Quote Count: CPQ for Dynamics Teams
Manual quoting leaks revenue, slows sales cycles, and limits organizational agility.
For Sales Ops and RevOps teams, the message is clear: now is the time to adopt CPQ.
Start by exploring DealHub. It offers guided selling, no-code administration, AI-driven pricing optimization, and seamless integration with Dynamics, so your team can quote smarter, faster, and more reliably.
By DealHub
The post The Hidden Cost of Manual Quoting: Why Sales Teams Lose Millions Without CPQ appeared first on CRM Software Blog | Dynamics 365.