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Conga Support

Microsoft Dynamics: Integrating with Conga Collaborate

Connecting your Conga Collaborate account with Microsoft Dynamics enables you to build data-driven proposals using opportunities, leads, or contacts. With this integration, you can drive data into a proposal using objects in Microsoft Dynamics, and you can associate content with products in order to create a proposal quickly.

Essentials for Integration

To prepare to integrate your Conga Collaborate account with Microsoft Dynamics, have the following ready:
  • Your Microsoft Dynamics credentials
  • The Conga Collaborate Managed Package ZIP file
  • Read access of Conga Collaborate Org Settings 

Connecting your integration

Use these steps to connect your Conga Collaborate account with Microsoft Dynamics:
  1. Log into your MS Dynamics account
  2. Click Microsoft Dynamics CRM at the top left of the screen, then click Settings
  3. Click Solutions
  4. Click Import
  5. Choose the Conga Collaborate Managed Package ZIP file
  6. Click Next > Import (this will take a few moments to set up)
  7. When setup completes, click Close 

There is no need to download log files

After installation, we recommend you refresh the page so you receive all of the correct tabs along the ribbon.

Configuring your integration

Use these steps to configure your two accounts:

From within MS Dynamics:
  1. Return to your Dashboard
  2. Click the Advanced Find Function
  3. From the pop-up window, select Conga Collaborate Org Settings in the Look For drop-down list
  4. Click the red exclamation point
  5. Click new Conga Collaborate Org Settings
  6. In the pop-up window, enter your full Conga Collaborate account URL (i.e., https://companyname.octiv.com)
  7. Click Save
  8. Open the Dynamics ribbon and go to Conga Collaborate. You now have a full Conga Collaborate menu, including Settings, Library, and Tracking
From within Conga Collaborate standalone:
  1. From your user dropdown, go to Administration > Integrations > Dynamics > Edit
  2. In the Microsoft Dynamics Configuration section, enter your organization name, user name, and password
  3. Click Save
  4. Click Integrations in the menu on the left, then click Dynamics
  5. Click Activate to activate your Dynamics integration

Sandbox environments are currently supported for this integration. If you are interested in setting up a Conga Collaborate sandbox to connect to a sandbox MS Dynamics org, please contact Global Support for assistance.