Tender Management

The commercial tendering phase can be monitored using leads and opportunities in Dynamics 365 for Customer Engagement, and corresponding business process flows and Stage-Gate procedures can be customized per Project Risk Category. The relevant business process flow with required fields can be initiated based on the Project Risk Category. The associated business process will change if a Project Category changes throughout the tender process.

We have developed a thorough risk assessment methodology without the use of custom script or code by employing project categories that automatically trigger a defined business process flow, or the tender approach. To increase the effectiveness of decision-making, opportunities, tenders, and projects should all use a risk-based evaluation. When registering and monitoring potential risks is time-intensive, the use of adequate tooling to support profound risk management scoring is the right choice.

By using 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.

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.

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 Tender Management, standard separations can be stored in templates using a Project Structure Designer.