On-Premises Microsoft CRM to Microsoft Dynamics 365 Cloud Migration Services

Overview

Business Systems (ERP, CRM & POS)

Oregon, United StatesPosted about 1 month agoDeadline: April 29th, 2026

Fit Score

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SUMMARY

Oregon is seeking a vendor to migrate its on-premises Microsoft CRM system to Microsoft Dynamics 365 cloud, including assessment, redesign, data and integration migration, and modernization services.

KEY REQUIREMENTS

Must have proven experience migrating on-premises Microsoft CRM to Dynamics 365 cloud
Must have Microsoft partner status and relevant certifications
Must have experience with organizations of similar size and complexity
Must provide references from comparable projects
Must disclose any direct or indirect, actual or potential conflicts of interest
Must submit proposal via email
Must include a signed and completed Representations and Signature page
Must agree that the contract term cannot exceed two years
Must state that the resulting contract and obligations shall not be sold or reassigned without written permission

BUDGET

Estimate

$150,000 – $350,000

CONTRACT DURATION

24 months

TIMELINE

RFP released: March 30th, 2026

Deadline for questions: April 15th, 2026

Responses due: April 29th, 2026

Interviews/reference checks: May 18th, 2026 – May 29th, 2026

Contracting begins: June 8th, 2026

QUESTION DEADLINE

April 15th, 2026

Issuing Agency

Energy Trust Of Oregon, Inc.

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DESCRIPTION

This RFP seeks a qualified vendor to provide comprehensive migration services from an on-premises Microsoft CRM system to Microsoft Dynamics 365 cloud solutions. The project scope includes an initial discovery and assessment phase covering the current CRM version, architecture, licensing, deployment model, reporting, dashboard usage, and integrations with third-party systems, internal applications, and data sources.

Vendors are expected to develop a migration strategy and solution design, recommending appropriate Dynamics 365 applications and licensing, detailing data migration approaches, and providing identity and access management integration strategies (e.g., Entra ID/Azure AD). The work includes configuration, customization, and modernization tasks such as refactoring legacy customizations, updating unsupported plugins to cloud-ready patterns, and implementing modern automation tools like Power Automate and Power Apps.

The vendor will handle all aspects of data migration, including mapping, cleansing, validation, transferring both core and related entities, and ensuring the accurate migration of attachments, notes, and activities. Comprehensive integration efforts will encompass connections to ERP, finance, marketing, customer support systems, custom applications, data warehouses, and collaboration tools. The contract period is for one year.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.