What QuoteCloud with Dynamics 365 can and can't do
An honest list: what the Zaps do, where they stop and why, and how Zapier and Make compare. Read it before you promise anything to your sales team.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
Through Zapier, QuoteCloud can draft quotes from Dynamics 365 opportunities, write sent, viewed, signed, expired and lost to opportunity columns, match accounts and contacts, and post to Microsoft Teams. It can't close opportunities as won, add notes or files to the timeline, copy product lines into price tables or connect to Business Central.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tessmore Engineering's RFQ response TE-Q-2431 with data items filled from Dynamics 365 and the template's price table. In front, an illustration of the Dynamics 365 opportunity with its QuoteCloud reference and status columns.
Data items filled by the Zap
Opportunity- Quenda Robotics · QR-310 bracketsFrom Dynamics 365 · Topic
Account- Quenda RoboticsFrom Dynamics 365 · Potential customer
Opportunity ID- 7c1e2a90-…-4b20From Dynamics 365 · Opportunity ID
Sales engineer- Anjali DesaiFrom Dynamics 365 · Owner
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Parts and set-up | $31,319 | ||
QR-310 gimbal bracket, Rev A6061-T6, machined and anodised black
|
1500 ea | $18.40 | $27,599.100 |
Fixtures & CAM programmingOnce-off; kept for repeat orders
|
1 lot | $2,850 | $2,850.00 |
First article inspection reportFive parts measured to the drawing
|
1 ea | $480 | $480.00 |
Packing, 25 per cartonDivided cartons, pallets wrapped
|
60 ctn | $6.50 | $390.00 |
| Add if you'd like Tick to add | |||
Laser-engraved part number3 mm high, on the base flange
|
1500 ea | $0.60 | $900.00 |
- Subtotal
- $31,319.100
- Tax (10%)
- $3,132.00
- Total
- $34,452.00
- Plus, monthly
- $0.00/mo
OpportunityQuenda Robotics · QR-310 bracketsAccount: Quenda Robotics
- Qualify
- Develop
- Propose
- Close
- Est. revenue
- $31,320.00
- Est. close date
- 20 Nov 2026
- Contact
- Marcus Oyelaran
- Owner
- Anjali Desai
- Request quote
- Yes
- QuoteCloud reference
- TE-Q-2431
- QuoteCloud status
- Signed
Illustration with sample data: a generic CRM record, not Dynamics 365’s screen.
What can the Dynamics 365 Zaps do?
Draft quotes from opportunities
From your template, with data items, a recipient and price-table rows you map. Quotes from opportunities.
Show status on the opportunity
Sent, viewed, signed, expired, lost and paid, in columns your views can use. Status.
Track several signers
Each signature and the last one, on the opportunity. Several signers.
Alert Microsoft Teams
Channel posts and chats from any QuoteCloud event. Teams alerts.
Match accounts and contacts
Find or create by email, under the right account. Accounts & contacts.
Work with approvals
Zap-drafted quotes go through QuoteCloud's approval workflow when a person sends them. Business. Approvals.
Where does it stop?
Most limits come from what Zapier's Dynamics 365 app offers, and from keeping people in charge of what the buyer sees.
No native connection, nothing syncs by itself
Every job is a Zap or a Make scenario you build. Each runs one way, from one trigger.
It doesn't close opportunities as won
Zaps write Signed to a column and tell the owner. Closing as won stays with your team, through Dynamics' own close step.
No notes, tasks or files on the timeline
Zapier's Dynamics 365 app has no action for them, so status goes into columns and alerts into Teams.
No product lines into price tables
An opportunity's or Dynamics quote's product lines don't become price-table rows. Create Document adds only rows you map from fields.
No ticking options or choosing blocks
The template sets the content; buyers tick options; reps edit and send.
No ERP or Business Central
This is Dynamics 365's sales side only. QuoteCloud doesn't create orders or invoices in a finance system.
Zapier or Make: which route suits you?
Zapier
QuoteCloud's Zapier app has ready-made triggers, actions and searches, beside Zapier's Microsoft Dynamics 365 CRM and Microsoft Teams apps. Every recipe here. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Make
Bring your own: Make's built-in OAuth connection to QuoteCloud and calls to QuoteCloud's API or Zapier endpoints, beside Make's own Dynamics 365 modules. No ready-made QuoteCloud app on Make; your team designs and maintains each step.
Try it on a test opportunity
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and see what your first Zap can do.
What we haven't confirmed yet
Some details depend on your own Dynamics set-up or on test data we haven't seen. The recipes are written so they work either way, and tell you what to check.
- Whether Update Opportunity can close an opportunity: not claimed.
- Whether QuoteCloud's triggers carry the document's data items, such as the opportunity ID: the recipes find the opportunity on its topic.
- Whether Updated Opportunity returns the account and contact as names or IDs.
- Whether Document Review Requested fires when a quote is sent for approval.
- Whether documents created from a Make scenario carry the per-document fee: ask us.
Questions about the limits
Is QuoteCloud's Dynamics 365 connection native?
No. There's no direct or native Dynamics 365 connection on any plan. Everything runs through Zaps with QuoteCloud's Zapier app, on Essentials and up, or through Make as a bring-your-own setup with QuoteCloud's API.
Can QuoteCloud add a note to the opportunity's timeline?
Not with the recipes here. Zapier's Microsoft Dynamics 365 CRM app has no action for notes or tasks, so the Zaps write to columns on the opportunity and post alerts in Microsoft Teams instead.
Can a Zap tick options or choose content in the quote?
No. A Zap fills data items, the title, the recipient and any price-table rows you map. The template sets the content, the buyer ticks options and your rep edits and sends.
Does it connect to Dynamics 365 Business Central?
No. QuoteCloud's Dynamics 365 connection covers the sales side, through Zapier's Microsoft Dynamics 365 CRM app. There's no Business Central or other ERP connection.
Is the opportunity marked won when the quote is signed?
No. A Zap can write Signed to a column and tell the owner in Teams; closing as won stays with your team in Dynamics.
More on QuoteCloud and Dynamics 365
Six use cases with the exact Zapier steps, then the IT review, how to connect and what it costs.
- Create quotes from Dynamics 365 opportunitiesA rep ticks Request quote on the opportunity and a Zap drafts the quote from your template, then writes its reference back.
- Approve Dynamics 365 quotes before they go outQuoteCloud's approval workflow checks value, discount and who created it before any quote drafted from Dynamics can be sent.
- Procurement buyers and several signersOperations, procurement and finance each sign; the opportunity shows who has signed and changes when the last one does.
- Quote status on the Dynamics 365 opportunityViewed, signed, expired or lost: each QuoteCloud event updates your own columns on the opportunity.
- Microsoft Teams alerts for Dynamics 365 quotesFirst views, signatures and expiring quotes posted to a Teams channel or the owner's chat, in the same Zaps.
- Keep Dynamics 365 accounts and contacts matchedNew Dynamics contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Dynamics with their account.
- IT and security review of the Dynamics 365 integrationWhat passes through Zapier or Make, which accounts to connect with, who can change what, and the controls on each side.
- Connect Dynamics 365 to QuoteCloud, step by stepAdd the columns, connect service accounts in Zapier, build the first Zap, test it and fix the usual problems.
- Dynamics 365 to QuoteCloud field mapEvery field the Dynamics Zaps on this site pass, which way it travels and a sample value: the list your IT team asks for.
- What the Dynamics 365 connection costsEssentials and up for Zapier, Business for the approval workflow, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales, operations and IT ask before connecting QuoteCloud and Dynamics 365.
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