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Working with Zuora CPQ for Dynamics 365


Working with Zuora CPQ for Dynamics 365

The development of Zuora CPQ for Microsoft Dynamics 365 Sales has encountered data sync issues and other challenges, causing it to be brought back to the Beta phase from EA. As a result, it will not be deployed to production environments until further notice. The development team is actively seeking feedback and continuously making improvements before making it to the EA phase.

When a sale is made, a quote becomes an order for a subscription. The subscription in turn can be amended, renewed, cancelled.


Working in Zuora CPQ for Dynamics 365 involves the following tasks, discussed in this section:


Setting up Customer Account in Zuora

A Customer Account is the single, centralized place to manage all billing information about your customers – including company and contact information and payment terms and preferred payment methods. Use customer accounts to collect all the critical information about the companies and customers you are billing, such as subscriptions and amendments, invoices, payments, and adjustments.

For more information, see Customer Accounts.