Cross-departmental alignment starts here
Revenue and proposal teams work better when they’re working together. Make collaboration easy by letting them work on the platforms they already know and love.
With the Dynamics 365-RFPIO integration, you can:
- Initiate new projects directly on Deal, Lead, and Account pages in Dynamics CRM, and seamlessly map project, product, and client data into RFPIO fields.
- Track progress at the project, section, or owner level with built-in executive dashboards and summaries.
- Submit RFP intake requests from Dynamics; your qualification team can then evaluate these requests before converting them to an active project in RFPIO.
- Access customizable reports and built-in managerial dashboards to quickly identify roadblocks and better understand how resources are being allocated.
Learn more and get support
- Install the Dynamics add-on in Microsoft AppSource.
- Contact Sales for a customized demo.
- Learn more about how to install Dynamics in the RFPIO Help Center (only available for current RFPIO customers).