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SKYSOFT CONNECTIONS · Dynamics 365
Digitizing the Customer and Vendor RFQ Lifecycle with Dynamics 365
Sky Soft Connections built a Dynamics 365-based RFQ application with a customer portal, unique RFQ numbers, review workflows, vendor coordination, status pages, automated email notifications, and reporting.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
RFQ Management : Centralized RFQs in Dynamics 365.
02 / PROJECT HIGHLIGHT
Portal Integration : Simplified customer and vendor interactions.
03 / PROJECT HIGHLIGHT
Workflow Automation : Streamlined reviews and notifications.
04 / PROJECT HIGHLIGHT
Better Visibility : Improved tracking and reporting.
01 / PROJECT DETAIL
Digitizing the Customer and Vendor RFQ Lifecycle with Dynamics 365
Sky Soft Connections built a Dynamics 365-based RFQ application with a customer portal, unique RFQ numbers, review workflows, vendor coordination, status pages, automated email notifications, and reporting.
02 / THE SOLUTION
Client & Business Context The organization managed RFQs involving multiple stakeholders: customers initiated requests, sales reviewed needs, purchasing engaged vendors, and vendors provided responses. They implemented a connected Dynamics 365 solution to streamline communication, tracking, reporting, and RFQ visibility.
Client: Confidential Engineering and Manufacturing Organisation
Industry: Engineering & Manufacturing
Solution Category: Dynamics 365, RFQ Management & Process Automation
Project: Customer and Vendor RFQ Management Application
Proof Point: The RFQ lifecycle was centralized, workflow automation was introduced, and customer and vendor status tracking was enabled
The Business Problem
The organisation needed a consistent process for managing RFQs across customer-facing and vendor-facing activities.
Key challenges included:
Structured initiation of customer RFQs
Coordination between sales, purchasing, customers, and vendors
Manual follow-up throughout the process
Communication gaps between participants
Tracking vendor responses against the relevant RFQ
- Visibility into customer and vendor RFQ status
- Notifications supporting review and follow-up
Reporting across RFQ activity
The challenge was to connect these requirements around a traceable RFQ record and a defined workflow.
03 / THE SOLUTION
The Sky Soft Connections Solution
Sky Soft automated the RFQ lifecycle in Dynamics 365, enabling RFQ initiation, tracking, internal reviews, vendor communication, response tracking, automated emails, a
Key Solution Areas
Customer RFQ Initiation : Portal enabled customers to submit RFQs through a structured process.
Unique RFQ Identification : Unique RFQ numbers enabled easy tracking throughout the lifecycle.
Sales Review Workflows : Internal workflows supported RFQ review and processing in Dynamics 365.
Vendor Coordination
Supported vendor communication throughout the quotation process.
Response Tracking : Vendor responses were tracked against each RFQ.
Status Pages : Customer and vendor status pages improved workflow visibility.
Email Notifications : Automated emails supported RFQ lifecycle communication.
RFQ Reporting : Reporting provided visibility into RFQ activity and status.
The integration follows a straightforward system-to-system flow:
04 / PROJECT DETAIL
Technology & Integration Architecture
The solution connects customer RFQ submissions with internal review, vendor coordination, and lifecycle tracking.
Initiation: Customer portal
Core Platform: Dynamics 365 Sales and RFQ management
Processing: RFQ records, unique IDs, and sales workflows
Vendor Activities: Communication and response tracking
Visibility: Status pages, emails, and reporting
How the Solution Works
- Customer submits an RFQ through the portal.
- A unique RFQ number tracks the request.
- Teams review and manage it in Dynamics 365.
- Vendors receive requests and submit responses.
- Status tracking provides lifecycle visibility.
- Automated emails support communication.
- Reports provide RFQ activity insights.
05 / THE SOLUTION
Implementation Highlights
1. Portal-Based RFQ Initiation
SkySoft created a portal entry point for customer RFQs.
2. RFQ Numbering and Record Management
Unique identifiers supported the tracking of individual requests within the centralized solution.
3. Internal Review Workflows
Review workflows structured how internal teams handled incoming RFQs.
4. Vendor Communication and Responses
Vendor coordination and response tracking connected external input with the relevant RFQ.
5. Status Visibility and Notifications
Customer and vendor status pages, alongside automated emails, supported communication and progress visibility.
6. RFQ Reporting
Reports provided a view of RFQ information for operational review.
06 / PROJECT DETAIL
Results & Current Outcomes
- The RFQ lifecycle was centralized in a Dynamics 365-based solution.
- Workflow automation supported RFQ handling.
- Unique RFQ numbers enabled consistent request identification.
- Customer and vendor status tracking was enabled.
- Vendor communication and response tracking were incorporated.
- Automated email notifications and reporting were introduced.
07 / PROJECT DETAIL
Related SkySoft Capabilities
This solution demonstrates capabilities across:
Dynamics 365 Sales Customization
RFQ Management Applications
Customer Portal Integration
Review Workflow Configuration
Vendor Coordination and Response Tracking
Customer and Vendor Status Visibility
Automated Email Notifications
Business Process Automation
08 / PROJECT DETAIL
Is RFQ Coordination Creating Too Much Follow-Up Work?
When customers, sales, purchasing, and vendors depend on separate conversations to track quotation requests, keeping everyone informed becomes harder.
SkySoft Connections can review your RFQ process and help build a Dynamics 365 solution that connects submissions, reviews, vendor responses, and status visibility.
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