In this moment, excerpted from the session “The Dynamics 365 AI ERP FY 2027 Partner Opportunity,” Amanda Hillman, Principal Program Manager, Microsoft, demonstrates how a custom skill for request for quotation (RFQ) grading reduces the time-consuming process of request for proposals (RFP) evaluations.
Key Takeaways
- Custom skill: Hillman demonstrates a custom RFQ grading skill that can be attached and shared within Copilot. The skill automatically gathers RFP responses from emails and evaluates them against predefined grading criteria.
- Cutting time, cost: This capability replaces what was previously a consuming and costly RFP evaluation process, which often required consultants and weeks of analysis, into an automated workflow that delivers faster supplier decisions using data from across the organization.
- Output: Once complete, Cowork creates a full RFQ evaluation with visual HTML and PowerPoint reports, recommends next steps, and sends the results and documentation back to Dynamics for a full audit trail.
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