California eProcure #0000038957

Dynamics CRM Migration Support, Portal Development, and Train-the-Trainer

The contract is awarded by the Governor's Office of Business and Economic Development (GO-Biz), specifically the Regional Economic Development Initiatives division, located in Sacramento, California. The awarded services include post-live support, portal development, and train-the-trainer services for the migration from Salesforce to Microsoft Dynamics 365. The vendor, Crowe LLP, is expected to support finalizing the Dynamics 365 implementation, develop a Grant Portal and a Site Selection Portal, and transfer knowledge to GO-Biz staff. The contract amount is approximately $304,740. The services involve stabilization, configuration, portal development, and training, with a focus on enabling GO-Biz staff to independently operate the platform. The contract period is from June 1, 2026, to May 30, 2027. The procurement process included detailed technical, organizational, and compliance requirements, with a focus on Microsoft Solutions Partner designation, and the work is primarily remote with no mandatory onsite presence. The awardee must disclose third-party licensing costs and adhere to California procurement standards.

Description

The Governor's Office of Business and Economic Development (GO-Biz) is seeking proposals from qualified Microsoft partner organizations to provide ad-hoc post-live support, train-the-trainer services, and custom portal development in connection with GO-Biz's ongoing migration from Salesforce to Microsoft Dynamics 365. The selected contractor will support GO-Biz in finalizing the Dynamics 365 implementation through post-live stabilization, knowledge transfer to internal IT staff, and the development of a Grant Portal and Site Selection Portal that deeply integrate with Dynamics 365.

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