I would like to see if you have any recommendations. We tested the built-in integration tool on QuoteWerks to Dynamics 365. It is nice but we would like to see more. I would like to get the history of transactions into Dynamics. I would like to share access to a product database. Opportunities to have more than one Quote. Accounts and Contacts, of course, are needed but your tool seems to do that ok.
We have some other integrations we are looking at with Dynamics 365 as well. We started to look at Kingswaysoft’s Ultimate edition for our integrations.
Regarding QuoteWerks and integration with a tool like Kingswaysoft: