Purpose

This article explains how Account Managers create and submit an RFP Opportunity in Dynamics 365 Sales for review by the RFP Team.

Applies To

• Account Managers
• RFP Team

Prerequisites

• User must have access to the Dynamics 365 Sales Hub application
• User must have received an RFP assignment email notification
• Required security permissions must be assigned

Navigation Path

Sales Hub → Opportunities → New RFP

Step-by-Step Instructions

Step 1 — Open the Opportunity Area

After receiving the RFP assignment email notification, log into Dynamics 365 Sales.

From the left-hand navigation menu:

1. Select Opportunities
2. Locate the top command bar
3. Click New RFP

Step 2 — Begin the RFP Approval Form

After clicking New RFP, the system opens the RFP Approval Form.

The intake process has now started.

Step 3 — Complete the Required Intake Information

Fill in all required fields on the RFP Approval Form.

Required information includes:

• Topic Name - (Service)
• Account Manager (Yourself)
• Account Name (Company)
• Customer Tier
• Business Unit
• Opportunity Type

Continue filling in the remaining intake information and click save so you don't lose your work.

Step 4 — Review the RFP Business Process Flow

After completing the intake form:

1. Navigate to the Business Process Flow at the top of the form
2. Confirm all required fields in the Intake Submission stage are completed

Step 5 — Submit the Intake Stage

Click Next Stage in the Business Process Flow.

This action submits the RFP intake for RFP Team review.

What Happens Next

After Intake Form submission:

• The RFP Team reviews the intake
• The Account Manager receives an email notification with the outcome

Possible outcomes:

• Governance review required
• Governance review not required

Governance Review Scenario

If governance review is required:

• The Account Manager receives an email notification
• The email includes instructions to prepare for the governance review meeting
• A Bid / No-Bid decision is made (following Governance meeting)
• The Account Manager updates the CRM with the Bid decision and clicks the Next Stage in the Business Process Flow.

No Governance Review Scenario

If governance review is not required:

• A Bid / No-Bid decision is made by Account Manager/Business Unit Manager
• The Account Manager updates the CRM with the Bid decision and clicks the Next Stage in the Business Process Flow.

• A Pro forma record is automatically created in CRM
• An email notification is sent to:
  • The Account Manager
  • Finance 

The email includes:

• Pro forma link
• Opportunity link