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	support@pros.com

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

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.