Experlogix CPQ Data Set Configuration

After creating an Experlogix CPQ connector, you can review the configuration and data set information by selecting your Experlogix CPQ (Preview) data set in the Data Set List view. You are automatically taken to the Basic settings page after creating a connector.

There is no limit to the number of Experlogix CPQ (Preview)connectors that can be included in a Smart Flows project. If multiple Experlogix CPQ (Preview) connectors exist, the correct one will be selected based on the host connection stored in the CPQ connection, that is linked to the host environment that integrates the Experlogix CPQ Configurator

Basic Settings Overview

The Basic Settings tab defines key data set parameters in Smart Flows, including entity relationships, record identifiers, and indexing. The available fields vary based on the selected Experlogix CPQ connector.

Experlogix CPQ Basic settings parameters

Experlogix CPQ Basic settings parameters

Field name

Description

Name

Sets the name for your Experlogix CPQ (Preview) connector.

Description

A text box for additional details about the connector. Admins and Designers often leverage it to provide more details about the environment or use case for a Experlogix CPQ (Preview) connector.

Primary entity

The main entity associated with this Experlogix CPQ (Preview) connector.

Type

Displays the type of connector.

Data Source

Displays the Experlogix CPQ (Preview) data source used for this connector.

Created By

Displays the user and time stamp of when the data set entry was created.

Modified By

Displays the user and time stamp of the last modification to the data set entry.

Internal Name

A display name allowing you to identify the configuration. When not specified, [Series display name] [index]—[recordId] is used.

Builder Tab Experlogix CPQ (Preview)

The Builder tab for your Experlogix CPQ (Preview) connector defines the data available in Smart Flows, allowing you to select entities, fields, and relationships from your CPQ system. By including only relevant data, we ensure that flows run efficiently without querying or leveraging unnecessary data. Users can configure 1:NClosed In a 1:N relation (one-to-many), one entity is linked to one or more instances of another entity. For instance: 1 Account with 4 Contacts that belong to that account. and N:1Closed In Smart Flows, an N:1 relation (many-to-one) links multiple records from one entity to a single record in another entity. When configuring a dataset, selecting an N:1 relation allows Smart Flows to reference data from a related entity, such as retrieving customer details for a quote or product information for a configuration. This ensures that flows have access to key contextual data without duplicating information across multiple records. relations, refine field selection and structure their data set to align with business needs. For detailed guidance on using the Data Set Builder, refer to Using the Data Set Builder.

Samples Tab Experlogix CPQ (Preview)

The Samples tab in the Experlogix CPQ (Preview) connector lets you create and manage data samples for previewing and testing how fields and relationships will appear in final documents. You can generate samples directly in the Data Sets Builder or create more comprehensive samples through the Samples tab, which helps you confirm that your data set aligns with business requirements. For full details on creating and working with samples, see Samples in Project Console.

Creating Samples for an Experlogix CPQ (Preview) Connector

Samples let you preview how data will appear in Smart Flows outputs, ensuring your configuration meets business needs. In an Experlogix CPQ (Preview) data set, you can create samples to test and refine data mappings before finalizing your templates and flows.

1. Navigate to the Samples tab for your Experlogix CPQ (Preview) connector.
2. Select the +Create button.

3. In the Name field, enter a name for the sample.

4. (Optional) In the Description field, enter a description for the sample.

Extracting the Entity ID and Index from the Web Configurator URL

When you launch the CPQ configuration from your Configurator, the URL contains parameters such as the entity ID and the recordid you can use to create samples. So, when you open the Web Configurator from your connector system, you can use the URL in your address bar to extract the required values to create your sample. For example, you might see something like:

Example Web Configurator URL: https://cpq.example.com/site/page=shared/configureitem.aspx?entity=36&recordid=Quote~1&company=companyname+country_inc&connectionid=yourconnectionid&parentDomain=https

  • Entity ID

    • The unique identifier for the entity.

    • In this example, the entity value is 36.

  • Recordid

    • Indicates the type of record being referenced and the unique identifier for that record type.

    • In this example, the record type is Quote, and the value for recordid for that quote is 1.

5. In the Entity field, enter primary the entity to use for the sample.
6. In the Record ID field, enter the ID for the record in your Experlogix Configurator that contains the configuration data.
7. In the Index field, enter the indexClosed A field type that stores binary data, such as files, images, or other non-textual data. It is used for storing data that is not easily represented as text or numbers. integer for your configuration.

Identifying your Index Value

The CPQ connector uses zero-based indexing for configurations. In the Web Configurator, this means: 

  • The first configuration is indexed as 0.

  • The second configuration is indexed as 1.

  • The third configuration is indexed as 2, and so on.

Understanding the layout this zero-based system helps you keep track of which specific configuration you're referencing. You can readily produce samples from the Web Configuration you're already using in your workflows.

8. (Optional)In the F&O company field, indicate Microsoft Dynamics 365 F&O company to use for the sample if you work in an Intercompany environment. This field is only required for Microsoft Dynamics 365 F&O CPQ environments. See Intercompany for more details.

Before saving, you can select Preview to review how your sample data will appear based on the data you've configured in the Sample Dialog. Designers can leverage this functionality to test the data sample before designing and producing templates based on the data set.

9. Select Save.

Your sample displays in the Sample List view.

Now that you've confirmed with your Sample that you are pulling the expected data, you can design a template based on that data. See Templates for more details.

Optimizer Tab for the Experlogix CPQ (Preview) Connector

The Optimizer tab in the Experlogix CPQ (Preview) connector identifies and removes unused fields to improve Smart Flows efficiency. Analyzing dependencies across flows and templates ensures that only relevant data remains, reducing complexity and optimizing retrieval.

For a detailed guide on using the Optimizer tab, including analyzing dependencies and optimizing data sets, see Using the Data Set Builder.

Optimizer Tab Area Overview

Optimizer Dependencies Descriptions

Interface name

Description

Mapping per item

This provides an overview of your project's items linked to the selected data set and all in-use fields. The fields are listed based on their dependencies, whether from a flow or a template.

All mappings

Provides a list of the in-use fields. After you optimize your data set, the fields in this list will remain.

Mapping- Unused(#)

Provides a list of all unused fields in your data set, which you can remove via the Optimize data set process. Optimize data set button.

Optimize data set button

When clicked, it activates the data set optimization process and opens the Optimize data set dialog.

Tags Tab in the Experlogix CPQ (Preview) Connector

Tags in the Experlogix CPQ (Preview) connector help organize and filter data sets, templates, and flows, making managing content within Smart Flows. By applying tags and tag groups, users can quickly locate relevant configurations.

For a deeper dive into tag creation, management, and system tags, see Tags.

In an Aquarium Model Configurator, tags help categorize configurations for better filtering and selection. For example, if configuring Aquariums, you could set up the following basic tag structure.

  • Tag Group: Accessories & Add-ons

    • Stand Included

    • Heater Included

  • Tag Group: Category

    • Freshwater

    • Saltwater

  • Tag Group: Gravel Type

    • Coarse

    • Decorative

    • Fine

  • Tag Group: Tank Type

    • Bowl

Dependencies Tab in the Experlogix CPQ (Preview) Connector

The Dependencies tab in the Experlogix CPQ (Preview) connector offers a centralized view of inbound and outbound references for data sets, templates, flows, and user ownership.