Central Library Private Events Customer Relationship Management System

Denver Public Library

The buyer is seeking proposals for the design, development, testing, and implementation of a customer relationship management (CRM) and events management application within Microsoft Dynamics 365. The system will be used by the Central Library Private Events team to manage customer accounts, event planning, and venue operations. The buyer wants to consolidate and refine its systems into a more robust Dynamics-based suite of tools. The project aims to integrate CRM functionality with event management capabilities to support the library's private events program.

• 10/28/2024 - Deadline to Submit Questions
• 10/30/2024 - Response to Written Questions
• 11/4/2024 - Proposal Due Date

• Design and develop CRM and events management application in Microsoft Dynamics 365
• Configure system for customer account management and event planning workflows
• Integrate with existing systems including Google Resources Calendar
• Implement security measures to protect confidential information
• Provide training and documentation for system administration and end users
• Migrate existing data to the new CRM platform
• Set up customizable reporting and dashboard functionality
• Enable invoice generation and receipt management capabilities
• Establish user roles and permissions for different access levels
• Integrate with forthcoming Partners CRM instance