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CONFERENCE

Directions North America

The most anticipated partners-only event in the region.

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Booth

#S8

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Date

April 27 - 29, 2026

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Location

Orlando, FL, US

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Session

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Created by Partners, for Partners

Don’t miss meeting with the Experlogix team at Directions North America 2026! Recognized as the most anticipated partners-only event in the region, Directions NA promises to skyrocket your business — it’s all about Microsoft Dynamics 365, its integrations, partnerships, and the incredible solutions we can offer together as a community.

SESSION

MCPs for Real Results: Configure, Quote, and Generate Documents with an Agent

Monday, April 27 | 1:15 - 1:45 pm | Room: Bayhill 17/18

As AI agents become more widely adopted, partners are looking for practical ways to turn them into real, outcome-driven workflows. In this session, we'll explore how MCP servers from ISVs like Experlogix help bridge that gap.

Join us for a live demo showcasing how Experlogix CPQ and Document Automation MCP servers enable agents to move beyond prompts and into action by configuring products, generating accurate quotes, and producing polished documents in real time. These capabilities can be extended across the Dynamics ecosystem, including CRM, Finance & Operations, and Business Central.

Designed for partners, this session will focus on how to leverage third-party MCPs to accelerate time to value without building everything from scratch. We'll cover:

  • How pre-built MCPs simplify agent configuration and reduce complexity

  • The role of governance and embedded business logic in delivering reliable outcomes

  • Key benefits, risks, and best practices when working with ISV-provided MCP servers

If you're looking to help customers bring Copilot into their sales process and drive real, scalable results, this session will provide a practical framework for building agents that deliver—using tools they already trust.

Empowering Dynamics Partners to Win More Business

If your customers are experiencing these common pain points, then Experlogix is the solution they are looking for.

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 Spreadsheets and custom-built quoting tools

  Reps are spending more time building quotes rather than selling

  Quotes are error prone

  Quotes take too long to deliver

  Forecasts are inaccurate

 Dealers and distributors want self-service quoting

 

Discover CPQ ➔

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 Traditional methods of order processing are time-consuming and error-prone

 Businesses needing to expand their online presence and scale operations

 Offering the ability to self-serve and place orders anytime, anywhere

 B2B pricing complexities including volume discounts and dynamic pricing structures

 

Discover Digital Commerce ➔

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 Routine document processes are slowed down by manual tasks and are error-prone

 It's increasingly cumbersome to manage document variations and versions

 Creating documents involves pulling data from many sources

 

Discover Document Automation ➔

PRODUCTS

Powerful Sales Automation Solutions Built for Microsoft Dynamics

Our suite of products help customers shorten sales cycles, increase average order values, and personalize interactions across the customer journey—all while seamlessly integrated with Microsoft Dynamics, including out-of-the-box integrations for:

  • Dynamics 365 Business Central
  • Dynamics 365 Sales / Customer Engagement
  • Dynamics 365 Finance & Supply Chain Management
  • Power Platform
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Configure, Price, Quote (CPQ)

Accurate quotes that reduce sales cycles.

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Document Automation

Create, sign, send and store documents.

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Digital Commerce

Scalable ecommerce and mobile apps.

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Look Who's Winning with Experlogix and Microsoft Dynamics
Interested in Meeting with Us?

Schedule time with one of our onsite team members in Orlando.