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SW-61729 - Canada (British Columbia) - Microsoft Dynamics 365 Data Strategy - Deadline October 13,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-61729

Government Authority located in British Columbia; Canada based organization looking for expert vendor for Microsoft dynamics 365 data strategy.

[A] Budget: Looking for Proposals

[B] Scope of Service:

Vendor needs to provide Microsoft’s Dynamics 365 as its CRM which it is currently piloting on three use cases:
(a) Case Management Intake
(b) Service Management
(c) Marketing Campaign Management
• Agency understanding of the MS Common Data Model, Dataverse and CRM information domain;
• The Contractor’s understanding of Agency business context and concerns, against which to produce a baseline stakeholder information model;
• Guidelines for the proper use of out-of-the-box Dataverse tables and appropriate extensions;
• Guidelines to anchor the decision between a single encompassing Dataverse instance vs. partitioning into more narrowly scoped instances.
• MS Common Data Model: unfamiliar with the MS Common Data Model that defines out-of-the-box Dataverse entities;
• CRM information domain: unclear on the semantics of the CRM information domain – what is it designed to manage out of the box and how do we best implement scenarios from the P&C insurance industry, primarily from a customer service perspective, in the model?;
• Stakeholder master data: unclear on how to allocate stakeholder master data between Dynamics and line-of-business systems of record - do we bring operational system data into Dynamics, or reach into operational systems when required;
• Dataverse deployment: unclear on the full range of trade-offs to consider in deciding between a single all-encompassing Dataverse instance vs. partitioning into more narrowly scoped instances to avoid clashes as stakeholder interactions cross business context.

[C] Eligibility:

- Onshore (Canada Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 13 October, 2022

Category : Software, System and Application

Country : Canada

State : British Columbia

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