Think again on ConnectWise Sell & Dynamics 365 integration.
March 28, 2019

Think again on ConnectWise Sell & Dynamics 365 integration.

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been a nightmare. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We are about 8 months into using the products and every week we discover a new issue. Their support is not helpful and it takes a very long time to get things answered. Our main issue is that CW Sell DOES NOT work with Dynamics 365 nicely. There are so many bugs in Sell that we thought we were their first customer to have this integration. Some products from Sell don't transfer to Dynamics 365. Sell will corrupt your SharePoint environment if you use SharePoint as a document location. There are more issues that words or this message box can handle.
  • API connecting to Dynamics 365 were easy.
  • Proposal template looks modern
  • Integrating with Dynamics is not easy.
  • The entire system has bugs.
  • Think about the customers that are not using CW Managed. Like Dynamics.
  • Have employees that know the system and not blame issues on another system. Be accountable and admit that your system doesn't really work like promised.
We were using D-Tools and that application is much better. Its actually 10x better. The only reason we move to Sell is because Sell have the leasing capability.
If you use SharePoint as your document location in Dynamics, Sell will corrupt that location. It will come up with an "unexpected error" when you click on the documents in dynamics.

ConnectWise CPQ Feature Ratings

3.0
Quote sharing/sending
5
Product configuration
4
Configuration options
1
Pricing rules
5
Price adjustment
5
Purchase history and open contracts
4
Guided selling/Sales portal
2
CPQ reporting & analytics
2
CPQ-CRM integration
1
Attachments to quotes
1