PROS AI (Preview)
PROS AI Sales Productivity Connector Extensions
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | PROS Support |
| URL | https://connect.pros.com/ |
| [email protected] |
| Connector Metadata | |
|---|---|
| Publisher | PROS |
| Website | https://www.pros.com |
| Privacy Policy | https://www.pros.com |
| Categories | AI;Sales and CRM |
PROS AI
Unlock the full potential of your sales team with the seamless integration of PROS AI and Microsoft Copilot for Sales. Our innovative connector is designed to streamline your sales processes and supercharge your decision-making capabilities, giving you a competitive edge in today's fast-paced business landscape.
Prerequisites
You will need the following to proceed:
- A PROS Smart Configure Price Quote (CPQ) for CRM
- A Dynamics 365 Sales or Salesforce Sales Cloud license license
- A Microsoft Power Apps or Power Automate license
- A Microsoft Copilot for Sales license
- The Power Platform CLI tools
How to get credentials
The PROS AI connector uses OAuth 2.0 authentication.
For additional steps to set up authentication based on your CRM system, please reach out to PROS Support.
Get started with your connector
Contact PROS Support for more information.
Known issues and limitations
A user must have a PROS Smart Configure Price license in order to use this connector.
The PROS AI connector is compatible with Dynamics 365 Sales and Salesforce Sales Cloud.
Common errors and remedies
FAQ
What is PROS Smart Configure Price Quote (CPQ) for CRM?
PROS Smart CPQ is a cloud-based, enterprise-class CPQ solution that enables sales teams to quickly and accurately create quotes for all types of products and services. It seamlessly integrates with CRM platforms like Dynamics 365 and Salesforce, providing a native user experience and leveraging the data and security features of these platforms.
What is PROS AI?
Unlock the full potential of your sales team with the seamless integration of PROS AI and Microsoft Copilot for Sales. Our innovative connector is designed to streamline your sales processes and supercharge your decision-making capabilities, giving you a competitive edge in today's fast-paced business landscape.
What is the PROS AI connector?
The PROS AI connector enables users to integrate PROS AI with Microsoft Copilot for Sales, Power Automate and Power Apps.
What's the authentication type?
The PROS AI connector uses OAuth 2.0 authentication.
What's the difference between the standard and preview connector?
The standard connector is designed for production use, while the preview connector (PROS AI PV connector) is intended for testing and provides early access to upcoming features. The preview connector connects exclusively to PROS Preview environments, allowing you to test configurations before updating the production environment.
How do I get a PROS AI license?
Contact PROS Support for more information.
How do I get a PROS Smart CPQ for CRM license?
Contact PROS Support for more information.
Who do I contact if I have issues with the connector?
Contact PROS Support.
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| This action gets records related to a CRM record |
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales. |
This action gets records related to a CRM record
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Entity or Object type in CRM for which related records are requested
|
recordType | True | string |
This input identifies the record type in CRM for which related records are requested. |
|
Unique identifier of the CRM record
|
recordId | True | string |
This input provides the unique identifier of the CRM record for which related records are requested. |
|
Number of records to fetch
|
top | integer |
This input indicates the number of related records to fetch. |
|
|
Number of records to skip
|
skip | integer |
This input indicates the number of records to skip when fetching related records. |
|
|
Valid values are Dynamics 365 and Salesforce
|
crmType | string |
This input indicates the type of CRM the related records are fetched from. |
|
|
Host name of the CRM organization
|
crmOrgUrl | string |
This input indicates the URL of the CRM environment the related records are fetched from. |
Returns
Definitions
documentRecord
| Name | Path | Type | Description |
|---|---|---|---|
|
recordId
|
recordId | string |
This output uniquely identifies each related record returned by the action. |
|
recordTypeDisplayName
|
recordTypeDisplayName | string |
This output indicates the display name of record type of each related record returned by the action. |
|
recordTypePluralDisplayName
|
recordTypePluralDisplayName | string |
This output indicates the plural display name of the record type of each related record returned by the action. |
|
recordType
|
recordType | string |
This output indicates the type of each related record returned by the action. |
|
recordTitle
|
recordTitle | string |
This output indicates the title of each related record returned by the action. |
|
url
|
url | string |
This output indicates the URL of each related record returned by the action. |
|
additionalProperties
|
additionalProperties | object |
This output indicates additional properties as name-value pairs of each related record returned by the action. |
documentRecordListResponseEnvelope
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of documentRecord |
List of related records from non-CRM application. |
|
hasMoreResults
|
hasMoreResults | boolean |
Indicates if there are more results available. |