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#sales connecting many Accounts to a Project

  • 1.  #sales connecting many Accounts to a Project

    Posted 20 days ago
    Greetings,
    I'm looking for the most effective way to connect many accounts to a project.
    We have several sales channel types.
    I need to have visibility to our Distribution Accounts.
    This can be anywhere from 2-20 Accounts, may be National, in any territory,  all biding on 1 project.
    I need a way to map the data so that we can see all the bids and show the winning bid for that project.
    This happens frequently with many different Distributors bidding on many different projects.
    On the Project bids, note the products and pricing may all be different or similar.
    I need a way I can show the Bids (possibly and data file) but for each. again this could be 2 or 20 with revised quotations at times.
    The number of distributors bidding will always vary.
    The number of revisions will also vary.
    I'd also need a way to highlight the winning bid, and create a WF to close the other connected Distribution account projects, closed lost, when one has finally been won.
    Anyone have a  good way to tackle this?
    Thank you in advance,
    Chris

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    Chris Adams
    Nidec Motor Corporation
    St Louis
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: #sales connecting many Accounts to a Project

    Posted 20 days ago
    Hi Chris,

    You may have already tried this but i will still mention it just to be sure. Have you try relating the account to the project? Relating an account to another entity is a normal Dynamics functionality and as far as i know there are no limit(or more than 20) on how many account you can relate to a project or another entity.

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    Gedoc Sintset
    System Developer
    Kalmar
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: #sales connecting many Accounts to a Project

    TOP CONTRIBUTOR
    Posted 18 days ago
    Edited by Nelson Johnson 18 days ago
    We built a system for a client that had a similar need. They would create a single Opportunity for a project, but it needed to be related to multiple resellers that were bidding on the project.

    We created a new entity called "Bid", and it had a lookup to the opportunity and account. This configuration would allow you to have multiple bids from multiple accounts for each opportunity (aka project). The bid has a status field to track whether the bidder was actively pursuing the deal, won, lost, withdrawn, etc. You can add your own fields to that entity, such as Notes (attachments), contact info, etc.

    When a bid is won, you can use a workflow (and a free product called Workflow Elements from @Aiden Kaskela) to update the status on the remaining open Bids...or you can use Flow, but that is a very advanced skill level tool.

    I recommend that you add a subgrid on the Opportunity and Account to see the Bids.

    Did that help?

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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: #sales connecting many Accounts to a Project

    Posted 15 days ago
    Hi,

    We faced the same issue in our organisation when setting up our CRM. We solved it by creating a custom entity "stakeholder". a stakeholder contains a lookup field to a project, and another to an account, and a couple of others such as "role" to specify what is the account involvement on the project: bidder, specifier etc "Status": open/awarded/disqualified to track the positions of all stakeholders on the project, "competitors" if we know that they are bidding with other than us etc.
    the idea is that each stakeholder is only linked to one account and one project, but you can create multiple stakeholder for a project or an account. Then we have included subgrids on both project and account forms, which gives sales people the overview of all stakeholders on the project side, and all projects an account is involved in as a stakeholder. I guess then that all bidding documents, quotations etc. could also be attached on the entity stakeholder, in our case we only track them in the project. That works pretty good for us.
    please let us know which solution you go for eventually.

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    Adrien Noisette
    Aluk
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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