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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How could one handle a...
Microsoft Dynamics CRM (Archived)

How could one handle a bidding scenario?

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I have several customers that will be bidding a job that we could supply equipment on.   We send a single quote to many customers.  After bid date, we'd want to create a task for each sales rep to follow up with all of his customers that received that bid.  Once the awarded customer is found, all other customers should be listed as losing bidders on that job and the task to follow up with them should be cancelled automatically.  That is the step that i'm having a hard time with and I'm looking for suggestions. 

Each job (?) will have many bidders (Account)

Each Account could be bidding many projects.

Each Job(?) will have 1 or 0 Winning Bidders (Accounts)

Each Job will have Many Losing Bidders.

 

Has anyone dealt with something simmilar?  What approach did you take?  Is my "Job" an opportunity?  Is it a campaign with the bidders being part of a marketing list?

 

 

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  • Dodd Profile Picture
    Dodd 385 on at
    Re: How could one handle a bidding scenario?

    I had a couple of clients that handled real estate development. Both had different approaches, but they used similar entities to handle multiple bids from Customers and Competitors for a project. It sounds like you don’t have competitors in this scenario, so I’ll leave that part out.

    In this example, I'm assuming a "Job" and a "Project" are synonymous.

     

    1.       Create custom entities for “Projects” N:1 relationship to an Oppportunity.

    2.       Keep your Opportunity entity as is, since you will be selling your equipment (Opportunity Products) to the Customer (account) that wins a Bid.

    3.       Create a custom entity called “Customer Bid” with a N:1 relationship to the Project and a N:1 relationship to an Account (Since customers will have many bids to many Projects)

    4.       Create a relationship between the Project entity and the Opportunity

     

    I can’t tell you what type of data you’ll want to track against each entity, but I think that the Customer Bid entity will have a status field that will be customized to say “Won” or “Lost” and once the Winner has been determined, you will update the Opportunity with that Account, and begin the process of selling your Equipment to the potential customer.

    I think that once you have these set up, you can start to determine how you can use workflow to help automate data entry, task assignment, etc.

     

     

  • Community Member Profile Picture
    Community Member on at
    Re: Re: How could one handle a bidding scenario?

    Thank you very much, Dodd. This is very helpful.  I'd love to hear a high level overview of how you handled competition in the previous scenario. 

     Again, I really appreciate your response to my original post.

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