Microsoft Dynamics - Customer Relationship Management

The California Department of Technology (CDT) offers Microsoft Dynamics as a Software-as-a-Service (SaaS) solution. Dynamics provides a flexible online solution for Customer Relationship management (CRM) and everyday work. Delivered through Office 365, Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Please contact your Microsoft representative to discuss all options regarding this product.

CDT provides a contract vehicle for customers to subscribe to services with the expectation of added value such as volume discounts due to enterprise consolidation of all licenses into one contract in addition to:

  • Service fulfillment;
  • Customer onboarding;
  • Contract management;
  • Service management;
  • Vendor management;
  • Vendor invoice receipt, review, approval and payment;
  • Procurement process including contract negotiations, purchase order generation and contract renewals;
  • Software subscription tracking and renewal by customer; and
  • Essential administrative activities in support of the above functions.

Roles & Responsibilities can be found on the Vendor Hosted Service Standards page.

Microsoft pricing is available on the Cal eProcure site by searching for the below contracts.

  1. Go to https://caleprocure.ca.gov/pages/index.aspx
  2. Click on ‘Quicklinks‘ at the top of the screen
  3. Select ‘View/Search Contracts
  4. In the ‘Contract ID‘ field, enter the appropriate vendor’s contract number. The contract numbers are:
    • SCA-16-70-0169R – SoftwareOne Inc.
    • SCA-16-70-0008B – Insight Public Sector, Inc.
    • SCA-16-70-0003Q – SHI International Corp.
    • SCA-16-70-0002S – PCM Gov, Inc.
    • SCA-17-70-0025H – CDW Government LLC
    • SCA-17-70-0204A – Crayon Software Experts LLC
  5. Under ‘ContractID‘, select the contract number to open the contract details
  6. In the “Attachment File” section, select the price list document (‘View All‘ may have to be selected first)

Please contact the below VHSS Vendor for a quote.

The rate schedule represents standard CDT services. If a Customer requires technology solutions that are not part of the standard, CDT will review the Customer’s request and provide customized pricing as necessary.

Vendor Name (and Product)Contract NumberContact NamePhoneAlternate PhoneEmail
Microsoft (Dynamics)Aaron Liggitt(469) 755-0044aaron.liggitt@microsoft.com
Service DescriptionService IdentifierProduct NameUnit of MeasurementRateService CodeNotes
Microsoft Dynamics Customer Relationship Management OnlineCustomer Relationship Management (CRM)% of Vendor Cost4.58%**K409A 4.58% VHSS Fee will be added. (The CDT Processing Fee has a maximum cap of $250,000 per PO, per year, not including the DGS fees.)
Microsoft Dynamics Customer Relationship Management ProfessionalCustomer Relationship Management (CRM)% of Vendor Cost4.58%**K408A 4.58% VHSS Fee will be added. (The CDT Processing Fee has a maximum cap of $250,000 per PO, per year, not including the DGS fees.)

To request this service, please follow the below process:

  • The Customer contacts the VHSS Vendor and schedules a meeting to discuss requirements.

Vendor Name (and Product)Contract NumberContact NamePhoneAlternate PhoneEmail
Microsoft (Dynamics)Aaron Liggitt(469) 755-0044aaron.liggitt@microsoft.com

  • The Vendor provides a Business Proposal for new services or a price quote for additional/renewal services to the Customer.
  • The Customer submits a Case/Request to CDT requesting services with the Business Proposal or quote attached.
  • The Case/Request must contain the following information in the narrative:
    • The timeframe to utilize the service,
    • A list of general requirements, and
    • A budgetary quote or a business proposal.
  • IT Procurement Management (ITPM) reviews, processes, and approves the Case/Request.
  • Once all approvals are received, ITPM releases a work authorization.
  • The VHSS vendor will work with the Customer to schedule a walk-through the application and make necessary configuration changes, if any.
  • The Customer will notify ITPM once the services are completed so that the department can accept the vendor invoice and bill the customer.

To request to Subscribe, Change/Renew, Discontinue, or Request Cost Estimate for Microsoft Dynamics, submit a Case/Request and choose the CRM option from the VHSS product drop down list: Order Now