Attachment_G_-_Microsoft_Dynamics_CRM_platform_or_Equal.docx

Microsoft Dynamics CRM platform or Equal:

The “equal” solution shall be a CRM platform with a GMS COTS product capable of providing the functionality needed to support the full life-cycle of grant applications and project management and can be easily configured according to IAF requirements, specifications, and internal data modeling guidelines, ensuring integration with email, Microsoft office, and shall meet the following characteristics:

1. Browser-based, hosted (cloud-based, vendor) CRM tool that is customizable according to organizational needs without changes to the tool's source code;

2. Ability to integrate with new and/or existing applications

3. Point-and-Click Customizations to “Compose” Business Apps

4. Multi-departmental security profiles enabling and/or prohibiting information access based on role and/or department, or even a specified user;

5. Native content management capabilities, used to organize an enterprise's information content, formats, locations, etc. in order to optimize information searches, information security and integrity;

6. Native email integration with Microsoft Outlook and/or Google mail, including the ability to sync events, contacts, tasks and email between the CRM and staff email application;

7. Native email response and routing, based on a defined workflow and/or a scheduled email delivery;

8. Ability to create, share and search a knowledgebase (e.g., templates, FAQs, project artifacts, etc.);

9. Ability to create partitioned and/or multiple tenancy implementations;

10. Fully-functional with a secure (SSL) https connection, minimum 128-bit encryption, and supports Single Sign On (SSO);

11. Service level commitment of 98%+ System Uptime Availability (excluding scheduled maintenance windows);

12. Fully-mirrored information/data backup support; and

13. Native search capability, enabling users to search content, including application and attachment data.