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PROS AI (Preview)

The PROS AI Sales Productivity Connector Extensions maximize your sales team's potential by seamlessly integrating PROS AI with Microsoft Copilot for Sales. This innovative connector streamlines your sales processes and enhances decision-making capabilities, providing a competitive edge in today’s dynamic business environment.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio 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)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
Contact
Name PROS Support
URL https://connect.pros.com/
Email support@pros.com
Connector Metadata
Publisher PROS Inc.
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. The PROS AI connector streamlines sales processes and enhances decision-making capabilities, giving you a competitive edge in today's fast-paced business landscape.

Publisher: PROS

Prerequisites

To use the PROS AI connector, ensure you have the following:

  • Licenses:
    • PROS Smart Configure Price Quote (CPQ) for CRM
    • Dynamics 365 Sales or Salesforce Sales Cloud
    • Microsoft Power Apps or Power Automate
    • Microsoft Copilot for Sales
  • Tools:
    • Power Platform CLI tools

Authentication

The PROS AI connector uses OAuth 2.0 authentication. For setup instructions specific to your CRM system, contact PROS Support.

Getting Started

For setup and configuration assistance, contact PROS Support.

Known Issues and Limitations

  • A PROS Smart Configure Price Quote (CPQ) license is required to use this connector.
  • The connector is compatible with Dynamics 365 Sales and Salesforce Sales Cloud.

Frequently Asked Questions

What is PROS Smart Configure Price Quote (CPQ) for CRM?

PROS Smart CPQ is a cloud-based, enterprise-class solution that enables sales teams to quickly and accurately create quotes for all types of products and services. It integrates seamlessly 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 the PROS AI connector?

The PROS AI connector integrates PROS AI with Microsoft Copilot for Sales, Power Automate, and Power Apps. It streamlines sales processes and enhances decision-making capabilities, empowering sales teams to perform at their best.

What authentication type does the connector use?

The PROS AI connector uses OAuth 2.0 authentication.

What is the difference between the standard and preview connector?

  • Standard Connector: Designed for production use.
  • Preview Connector: Intended for testing and provides early access to upcoming features. It connects exclusively to PROS Preview environments, allowing you to test configurations before updating the production environment.

How do I obtain licenses for PROS Smart CPQ or PROS AI?

Contact PROS Support for more information.

Deployment Instructions

Follow these instructions to deploy this connector as a custom connector in Microsoft Power Apps.

Support

For further assistance, contact ConnectSupport@pros.com.

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.
Operation ID:
scp-get-related-records

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

Body
documentRecordListResponseEnvelope

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.