Dynamics 365

Dynamics 365 + RFPIO

Initiate new RFPIO projects, track progress, submit intake requests, and access customizable reports, directly from Dynamics.

Integration Type

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

See RFPIO’s integrations in action

“RFPIO’s Salesforce integration is helping our business be more efficient and organized with RFPs and RFIs. We can easily view insights and progress with every RFP, right from Salesforce.”

-Alison Moeller, Team Lead, RFP & Sales Enablement Accolade

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See how it feels to respond with confidence

Why do 100,000+ users streamline their response process with RFPIO? Schedule a demo to find out.

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