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

The Governor's Office of Business and Economic Development (GO-Biz) is soliciting proposals from qualified Microsoft partner organizations to provide specialized support services related to their ongoing migration from Salesforce to Microsoft Dynamics 365. This effort includes ad-hoc post-live support, train-the-trainer services, and custom portal development to ensure a smooth transition and sustained operation of the platform across multiple internal units within GO-Biz. The contract aims to secure expert assistance to help establish a well-governed and fully operational Dynamics 365 environment that meets the needs of various stakeholders. The solicitation was posted on April 22, 2026, with a response deadline of May 7, 2026, and is specifically targeted toward organizations experienced in Microsoft Dynamics CRM implementations in the public sector, particularly within California. Bidders must comply with several California state procurement requirements, including submitting requisite certifications and forms such as the STD 204 Payee Data Record for payment processing, compliance with the Darfur Contracting Act, and adherence to the California Contractor Certification Clauses (CCC 04/2017). Additionally, participants must certify a drug-free workplace under the STD. 21 certification and provide a detailed Bidder Declaration form that verifies business certifications such as small business or veteran-owned status, if applicable. These compliance measures ensure transparency, legal adherence, and ethical business practices in delivering services to the state. The contract emphasizes the importance of a dependable partnership that not only supports system migration and adoption but also fosters capacity building through comprehensive training programs and tailored portal development.