Introducing Dynamics Tender Management

Every tendering process is a combination of stakeholder, risk and project management, and the complexity of this process is growing.

By using Dynamics Tender Management, you obtain a firm grasp on your bidding, procurement or tender processes with accurate reporting.

Compared to standard sales processes, tender management requires a different approach. From registering multiple or alternative proposals to a single opportunity or project, you are faced with the challenge of accurately reporting what’s in your pipeline or forecasting, as you do not want to double count all outstanding proposals.

You need to obtain an end-to-end, real-time insight into the overall process, including sub works or projects while improving cost control and allocating resources more effectively. With tender management, documents from various suppliers and partners need to be managed via email or by file-sharing platforms. Our integrated approach avoids having to switch from one system to another and save much time while providing accurate version control.

Dynamics Tender Management is available for Microsoft Dynamics 365 for Customer Engagement as a free trial on Microsoft AppSource.



Multiple opportunities

easily managed


Win ratio improved

with increased project profitability


Project risks lowered

and stakeholder management simplified


Pipeline increased

with improved booking accuracy

Integrated Tender Process

By using leads and opportunities within Dynamics 365 for Customer Engagement to monitor the commercial tendering phase, corresponding business process flows and Stage-Gate processes can be made specific per Project Risk Category. Depending on the Project Risk Category, the right business process flow with mandatory fields can be triggered. In case a Project Category changes during the tender process, the corresponding business process will also change.

Better Risk Management

By using project categories that automatically trigger a defined business process flow, the Tender Approach, we have created a meticulous risk assessment model without the need for custom script or code. Using a risk-based assessment for opportunities, tenders, and projects should be a priority to increase effective decision-making. When registering and monitoring potential risks is time-intensive, the use of adequate tooling to support profound risk management scoring is the right choice.

Enhanced Approval Control

Stage-Gate processes are often a fundamental part of the commercial decision-making process that needs to be highly aligned with risk categorization and the corresponding Tender Approach. By using Dynamics Tender Management with Dynamics 365 for Customer Engagement, and benefiting from extensive approval matrices with automated notifications, you can quickly obtain information regarding who needs to approve what, at which moment, and under which conditions in a process.

Multiple Opportunities Handling

With our additional tender management functionality integrated right into your Microsoft Dynamics 365 for Customer Engagement environment, you can clearly identify individual demand and avoid the risk of double or triple counting one product or service being sold in the same project. Integration of systems also helps to deal with an important factor in tendering: meeting the deadline.

Quotations and Projects

Opportunities and Quotes can be for a single occasion but may also be used in more complex situations. It might be that we offer our potential customer different alternatives where he can choose between one or more of the options. In this case, we should know that the amount of only combined alternatives for the opportunity is valid. In Dynamics Tender Management, standard separations can be stored in templates using a Project Structure Designer.

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