Dynamics Tender Management

An integrated approach for bidding, procurement or tender processes on Microsoft Dynamics 365.

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.

Integrated Tender Process

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.

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