Microsoft Copilot security directory

Experlogix CPQ

Published by Experlogix US

Medium risk

Experlogix CPQ (Configure, Price, Quote) helps sales teams quickly and accurately build quotes for complex products and services. Using a logic-based rules engine, Experlogix CPQ software guides users through selecting the right configuration options, applies pricing automatically and prevents incompatible variations from being selected — all through deep integration with leading CRM and ERP systems like Microsoft Dynamics 365 and Salesforce.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 4 tools or capabilities.

  • Create Configuration From Copy
  • Creates the Configuration
  • Get Configuration Xml
  • Updates the Configuration

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