Cloud-Based Customer Relationship and Case Management Solution Implementation
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Proponent Information Session: June 1st, 2026
Question Acceptance Deadline: June 5th, 2026
Information Session Details Posting: Week of June 25th, 2026
Closing Date: July 17th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Ontario Energy Board
DESCRIPTION
The contracting authority seeks a system implementor to deploy a new cloud-based customer relationship management (CRM) and case management system. This initiative will utilize Microsoft Dynamics 365 Customer Engagement (CE) Customer Service Experience to enhance service delivery and manage customer interactions efficiently.
The contract is planned for a one-year term. Interested parties must submit any questions related to the RFP by June 5, 2026. The main RFP document is not included in this notice; details on how to access the full RFP are available via the contracting authority's contact information.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 17, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Ontario Energy Board. The work is located in Ontario, Canada.
- Who is a good fit for this opportunity?
- Experienced Microsoft Dynamics 365 implementor
- Proven track record with CRM and case management deployments
- Familiarity with public sector contracts in Canada
- Ability to deliver projects on a one-year timeline
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.