Product documentation
Every tendering process combines stakeholder, risk and project management, and the complexity of this process is growing. By using 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 end-to-end, real-time insight into the overall process, including subprojects, 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 eliminates the need to switch between systems, saves considerable time and provides accurate version control.
This topic describes the functionality developed for the HSO Tender Management solution in Microsoft Dynamics 365 Customer Engagement .
By using leads and opportunities in Tender Management, 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. If a Project Category changes during the tender process, the corresponding business process will also change.
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-consuming, appropriate tools can support comprehensive risk assessment and scoring.
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 Tender Management with Microsoft Dynamics 365 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.
With Tender Management functionality integrated directly into your Microsoft Dynamics 365 Customer Engagement environment, you can identify individual requirements and prevent products or services from being counted multiple times within the same project. This integration also helps you manage one of the most critical aspects of tendering: meeting deadlines.
Opportunities and Quotes can be used for one-off transactions or in more complex situations. We may offer a potential customer several alternatives from which they can select one or more 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.
Tender Management is delivered together with two other HSO solutions.
The License solution is always included and manages license validation for our intellectual property. For further explanation on how to install Tender Management and request a license file, we refer to the topics Installation via AppSource and Licensing.
The Customer Engagement Essentials solution is also always included with Tender Management. The solution provides address location, number sequencing, contact salutations and addressing, automatic capitalization of names, and generic technical components reused in other solutions. The solution requires a license to function correctly. For further information on how to use the solution, we refer to Customer Engagement Essentials topic.
| Feature | Introduced in version |
|---|---|
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1.0 |