Dynamics CRM Migration Support, Portal Development, & Train-the-Trainer Request for Proposals

The Governor's Office of Business and Economic Development (GO-Biz) is issuing a Request for Proposals for Dynamics CRM Migration Support, Portal Development, and Train-the-Trainer services, with proposals due on May 6, 2026. GO-Biz seeks qualified Microsoft partner organizations to provide ad-hoc post-live support, train-the-trainer services, and custom portal development to support its ongoing migration from Salesforce to Microsoft Dynamics 365. The primary objectives include ensuring a well-governed, sustainable, and fully operationalized Dynamics 365 platform across multiple internal units, with deliverables encompassing technical support services, custom portal development capabilities, and comprehensive training programs for internal staff. Qualified proposers must demonstrate expertise in Microsoft Dynamics 365 implementation, post-live support operations, portal development, and training delivery, with the ability to work across multiple organizational units within the state government. Evaluation criteria, specific performance metrics, and detailed technical requirements are contained within the complete solicitation documentation.

Respondents must comply with extensive California contracting requirements, including completion of the Contractor Certification Clauses form, Darfur Contracting Act compliance certification, Bidder Declaration form disclosing any current California certifications such as Microbusiness (MB), Small Business (SB), Nonprofit Veteran Service Agency (NVSA), or Disabled Veteran Business Enterprise (DVBE) designations, Drug-Free Workplace Certification (STD. 21), and the State Payee Data Record (STD. 204). Contractors may be able to leverage existing set-asides or small business preferences if they hold appropriate California certifications, though specific award preferences are subject to the evaluation criteria outlined in the full solicitation. All subcontractors must possess valid licenses, permits, and appropriate state certifications if claiming minority or veteran business status and must provide commercially useful functions as defined under applicable state codes. The proposal submission must include a completed rate sheet with pricing that covers labor, materials, equipment, and all incidental costs associated with the services. Specific contract values and budget ranges are not disclosed in the available documentation, and proposers should consult the complete RFP for detailed cost and budget information.