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MS Dynamics Interface - 2 Way Communication Opportunity Lines Data

Summary:

Is it possible / what is needed to set up 2-way communication where we first import attribute values from opportunity lines into CPQ quote lines, edit them as needed in CPQ, then export the modified attribute values from CPQ quote lines back to opportunity lines? In other words, both CRM and CPQ would be the "master".

Content (please ensure you mask any confidential information):

At first glance, it seems feasible to do this by adding:

  • Data table of mappings for the lines
  • Utility program
  • BML library program
  • Create an integration that references the new BML library program
  • Link the integration to appropriate actions

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