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 the document is the deal. A tender response is a contractual artefact scored against published criteria. Dynamics records the opportunity while the submission that decides it is produced somewhere else, usually in Word, usually by hand, under a deadline.

Run the whole tender from the opportunity it belongs to

Cobl reads accounts, contacts, opportunities and custom entities, and carries them as context inside a deal workspace holding every document the submission needs: bid evaluation, go/no-go, offer analysis, questionnaire response, technical memo, sales deck and sales proposal.

The Shared Drive holds what has already been cleared: certifications, security answers, methodology, case evidence. Approved content gets reused rather than rewritten, which is what keeps a compliant response compliant.

What Dynamics 365 and Cobl look like on a live deal

A public-sector tender lands against an opportunity, running to 200 pages with a mandated response structure. The bid manager opens the deal workspace in Cobl, which reads the account, the contacts and the custom entities the organisation uses to qualify. Bid evaluation and go/no-go come first, so the decision to bid is made against the requirements rather than against a gut read. From there the questionnaire response and technical memo are built from the Shared Drive, where the cleared answers already live, and the bid grid is edited inside Cobl alongside them.

The team stops rebuilding the same account context for each of the seven documents a single tender demands. Everything exports as editable Word and PowerPoint, which matters when the buyer mandates a format, and nothing is submitted until it has been reviewed.

Key features of the Cobl Dynamics 365 integration

Account, opportunity and custom entity context

Cobl reads account, contact and opportunity records along with the custom entities and fields your organisation has built. Enterprise CRMs are heavily customised, and it is the customisation that describes what makes a bid different.

Built for long mandated responses

Seven document types on one opportunity, covering evaluation through to submission. Responses running to hundreds of pages with a high proportion of repeated content are the core use case, not an edge case.

Cleared content reused rather than rewritten

Certifications, security answers and approved methodology sit in the Shared Drive and feed every response. Reference material in SharePoint works the same way, as does meeting context from Microsoft Teams.

Bid grids and BPUs edited in place

Pricing grids, bid grids and BPUs are edited inside Cobl next to the rest of the submission, with no export and reimport cycle and no version drifting away from the response it belongs to.

Frequently asked questions

Does Cobl integrate with Microsoft Dynamics 365?

Yes. Cobl connects to Dynamics 365 Sales so bid and presales teams can build tender responses, proposals and decks from live opportunity data.

What Dynamics 365 data does Cobl use?

Account, contact and opportunity records, along with the custom entities and fields your organisation relies on. That context is carried across every document in the workspace.

Can Cobl handle formal public-sector responses?

Yes. Long structured submissions with mandated formats and a high share of repeated content are what the workspace is built for, and exports are editable Word and PowerPoint rather than flattened files.

Does Cobl replace Dynamics 365 quotes?

No. Dynamics handles quoting and pricing. Cobl produces the written submission around it: evaluation, questionnaire answers, technical detail, deck and proposal.

Can our team review before anything is submitted?

Yes. Cobl produces a draft. Precise changes go through the inline editor and approval stays with your team. More on hosting and data handling sits on the security page.