RFP's in CRM RRS feed

  • Frage

  • Has anyone used any of the default entities to create RFPs? If not, does anyone know of an add on for RFPs? We use CRM in more of an "X"RM capacity.

    Let me know!

    Dienstag, 16. März 2010 20:30


Alle Antworten

  • HI,

    what you mean with RFP?
    Viele Grüße

    Michael Sulz
    MVP für Microsoft Dynamics CRM
    • Als Antwort markiert Michael Sulz Samstag, 30. März 2013 14:02
    Mittwoch, 17. März 2010 06:46
  • Requests for Proposal. We have a couple of different departments that end up sending out bids and they have done so in Outlook in the past. There is no "out-of the-box" solution in CRM. I was hoping that someone out there had figured out a good way to do the bidding process within CRM to enable the user to track incoming bids.

    Sorry about being vague in the initial post.
    Mittwoch, 17. März 2010 20:04
  • Hi,

    I would recommend not to (re)use any of the available entities.
    Create you own set of entities which reflect the information, you would like to manage. 
    Mittwoch, 17. März 2010 21:46
  • Hi,

    you can post your english crm questions here:

    Best regards,

    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors
    Samstag, 15. Mai 2010 11:54