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Cloud-Based Customer Relationship and Case Management Solution Implementation

Overview


Business Systems (ERP, CRM & POS)
Ontario, CanadaPosted: May 23rd, 2026Deadline: July 17th, 2026

Fit Score


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SUMMARY


Seeking a vendor to implement a Microsoft Dynamics 365 cloud-based CRM and case management solution in Ontario, Canada.

KEY REQUIREMENTS


CONTRACT DURATION


24 months

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


June 5th, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Ontario Energy Board

Organization overview and procurement intelligence available on paid plans.
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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?
Submissions are due July 17, 2026. Questions must be submitted by June 5, 2026.
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.

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    Cloud-Based Customer Relationship and Case Management Solution Implementation (Due July 17, 2026) | Settle RFP Hunter