Dynamics 365
What is Dynamics 365?
Microsoft Dynamics 365 is an enterprise CRM and ERP suite. Dynamics 365 Sales manages accounts, contacts, opportunities, quotes and forecasting, and sits inside the wider Microsoft estate alongside Teams, Outlook and SharePoint.
Organisations running Dynamics tend to sell into regulated, procurement-heavy markets where documents carry real weight. Tenders, RFP responses and formal proposals are contractual artefacts. But Dynamics records the opportunity while the document that decides it is produced somewhere else entirely, usually in Word, usually by hand.
The gap between Dynamics 365 and your sales documents
Opportunity data is entered twice
Account, contact, product and pricing detail is retyped into every document.
Procurement-driven formats are unforgiving
Tender responses have mandated structures that generic templates do not handle.
Response volume outpaces the team
Regulated sectors generate more formal responses than a bid team can write manually.
Approved content is not reusable
Compliance-cleared answers get rewritten instead of reused, which reintroduces risk.
Documents fall out of sync with the record
The opportunity is updated, the draft response is not.
No visibility into document turnaround
Dynamics reports pipeline stage, not how long the written response takes to produce.
What Cobl does with your Dynamics 365 data
Opportunity and account context
Cobl reads account, contact and opportunity records, including custom entities, and builds the document from them.
Long structured documents
Tender and RFP responses running to hundreds of pages are the core use case, not an edge case.
Approved content reused, not rewritten
Cleared answers live in a content library and feed every new response.
Consistent formatting under procurement rules
Documents follow the structure the buyer mandated, every time.
Faster response cycles
Teams start from a contextual draft, then focus review time on what actually varies.
Microsoft-native output
Export as Word, PowerPoint or PDF.
Frequently asked questions
Does Cobl integrate with Microsoft Dynamics 365?
Yes. Cobl connects to Dynamics 365 Sales so teams can generate proposals, tender and RFP responses using opportunity data.
What Dynamics 365 data does Cobl use?
Account, contact and opportunity records, along with custom entities and fields.
Can Cobl handle formal tender responses?
Yes. Long structured responses with mandated formats and a high proportion of repeated content are what Cobl is built for.
Does Cobl replace Dynamics 365 quotes?
No. Dynamics handles quoting and pricing. Cobl produces the written document around it, including scope, methodology and RFP answers.
Can our team review before anything is sent?
Yes. Cobl generates a draft. Review and approval stay with your team.