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Thanks for the confirmation. We are already following this approach today. Dynamics 365 CE as the system of record for accounts, opportunities, forecasting, and contracts, with Tacton as the CPQ engine for configuration, pricing, and quote generation.
Our integration currently works as follows: opportunities are created in D365 CE, a solution is configured and priced in Tacton, quotes are generated in Tacton, and the final products and pricing are pushed back to CE for forecasting and management.
What we are now evaluating are best practices within D365 CE to further streamline and speed up the process — such as automation, reduced manual steps, and improved opportunity lifecycle handling without changing the CPQ ownership of Tacton.
Any insights on CE optimizations (stage automation, product handling, governance, or forecasting improvements) would be very helpful.
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