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

2026-11-03

The selected contractor will perform the services described below . All tasks are intended to build lasting internal capacity within GO - Biz and must include robust knowledge transfer , documentation , and train - the - trainer components throughout the engagement . Task 1 – Post - Live Support and Hand - Off GO - Biz has initiated its Dynamics 365 implementation and requires a qualified partner to provide stabilization support and prepare for a formal , well - documented hand - off to internal IT staff . Deliverables • Hand - Off Strategy : A documented strategy outlining the transition of all platform responsibilities to GO - Biz IT staff , including a phased knowledge transfer plan , staffing recommendations , and risk mitigation steps . This may include comprehensive documentation covering : ◦ System configuration and architecture ◦ Integration design and connection specifications ( including any connections to legacy Salesforce data or other state systems ) ◦ Support procedures and escalation paths ◦ Administrator and end - user guidance materials ◦ Roles and permissions framework • As - Needed Support and Training : Provide responsive , ad - hoc advisory and technical support to GO - Biz IT staff during the stabilization period following go - live , including troubleshooting , configuration guidance , and best practice recommendations . Task 2 – Grant Portal Development The contractor will train GO - Biz IT to develop a fully functional , Dynamics 365 - integrated Grant Portal using Microsoft Power Pages ( or equivalent Microsoft - native tooling ), and will train GO - Biz staff to independently create , modify , and manage portal functionality . The portal must support the full lifecycle of grant program administration for both internal GOBiz staff and external applicants . External - Facing Portal Capabilities • Allow external users to view available grant and funding opportunities • Allow users to create accounts and securely access current and previously submitted applications , invoices , and reports • Enable external applications to be shared across multiple users ( e . g ., team members or consultants ) to support collaborative application development on a single submission • Support multi - file upload for attachments , supporting documents , and supplemental materials • Provide downloadable document templates ( e . g ., budget worksheets , invoice forms ) • Enable electronic signature directly within the portal , eliminating the need to download and re - upload signed forms • Allow GO - Biz staff to return applications to applicants for revision , with revision notes visible directly on the portal • Provide applicants with a clear , prominent dashboard of outstanding required actions or documents • Enable applicants to save form progress and return to complete in - progress applications at a later time • Dynamic form logic : fields , sections , and requirements will show , hide , or become required / optional based on answers to prior questions Internal Staff Capabilities • Enable GO - Biz staff to develop and publish new grant applications for external access • Automatically receive submitted applications in Dynamics 365 with notifications to relevant GO - Biz staff • Support internal approval workflows , amendments , close - out processing , invoicing , and quarterly reporting • Allow staff to manage funding requests and track spend - down for individual programs • Generate automated notifications to internal and external users triggered by status changes , required actions , or deadlines

California

2026-05-10