---
title: "Housing Management Systems Transformation to Microsoft Dynamics 365"
ocid: "ocds-h6vhtk-05a324"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05a324"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05a324.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05a324.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "CORNERSTONE HOUSING LIMITED"
published: "2025-09-26"
---

# Housing Management Systems Transformation to Microsoft Dynamics 365

Buyer: CORNERSTONE HOUSING LIMITED  
Current stage: Planning  
OCID: ocds-h6vhtk-05a324

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## Summary

Cornerstone Housing Ltd is in the planning stage of a strategic transformation project to overhaul its housing management systems by migrating to Microsoft Dynamics 365 (D365). The initiative, situated in Exeter, UK, is a part of a 5-6 year endeavour, now in its second year, aiming to consolidate various housing management functions into a unified platform. The tender, facilitated by GBS Procure Limited as the procurement advisor, falls under several industry categories including financial and insurance services, architectural and engineering services, and business services among others. An engagement milestone is set for October 24, 2025, for interested parties to submit their expressions of interest and other required documents.

This tender provides substantial opportunities for businesses with expertise in large-scale Microsoft Dynamics 365 implementations, particularly those familiar with housing or public sector challenges. Firms with capabilities in system integration, change management, and strategic guidance for digital transformation are well-suited to bid. The project involves integrating D365 with existing finance systems while enhancing operational efficiencies, offering a chance for tech providers and consultancy firms specialising in such transitions to grow their business through partnerships or service provision.

## Notice

Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services. 2. Background and Current State - CRM Migration: Completed implementation of a CRM using D365 Customer Service. - Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module - Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics. - Program Year: In Year 2 of a 5-6 year transformation roadmap. 3. Program Vision and Objectives - Unified Platform: Consolidate all housing management functions into D365. - Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application. - Operational Efficiency: Streamline property services, asset management, and scheduling. - Data Integration: Ensure seamless integration with existing finance systems and other core platforms. 4. Scope of Future Work (2025-2026) 4.1 Property Services and Asset Management - Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling - Implementation of scheduling and resource management capabilities. 4.2 Tenancy Management - Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes). 4.3 Integration Requirements - Expert integration of D365 modules with the existing finance system. - Data migration and transformation from legacy systems. - Integration with mobile workforce devices and key finance data back into our finance system. 5. Technical and Functional Requirements - Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights). - Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable. - Data Governance: Compliance with GDPR and internal data standards. - User Experience: Ease of use, accessibility compliance, and role-based interfaces. - Security: Role-based access control, audit trails, and secure data exchange. 6. Supplier Engagement Objectives - Demonstrate experience in large-scale D365 implementations in the housing or public sector. - Provide integration expertise with finance systems or experience working with an expert integration partner. - Offer strategic guidance on roadmap planning, change management, and user adoption. - Deliver agile, scalable solutions aligned with our long-term digital strategy.

### Planning Information

1. Executive Summary
Cornerstone Housing Ltd is undertaking a strategic transformation of its housing management systems, migrating from a fragmented legacy landscape to a unified Microsoft Dynamics 365 (D365) platform. This transformation is planned over a 5-6 year period and is currently in its second year. The program aims to enhance customer service, streamline operations, and improve data-driven decision-making across housing, property, and tenancy services.
2. Background and Current State
- CRM Migration: Completed implementation of a CRM using D365 Customer Service.
- Module implementation: Launched the complaints module in D365 and currently launching a Hazards Module
- Customer Insights: Launched D365 Customer Insights to enhance customer engagement and analytics.
- Program Year: Entering Year 2 of a 5-6 year transformation roadmap.
3. Program Vision and Objectives
- Unified Platform: Consolidate all housing management functions into D365.
- Customer-Centric Services: Improve tenant experience through integrated case management and insights, including a self service mobile application.
- Operational Efficiency: Streamline property services, asset management, and scheduling.
- Data Integration: Ensure seamless integration with existing finance systems and other core platforms.
4. Scope of Future Work (2025-2026)
4.1 Property Services and Asset Management
- Migration of property services and asset management systems to D365 Field Service. This includes, repairs raising and scheduling
- Implementation of scheduling and resource management capabilities.
4.2 Tenancy Management
- Introduction of additional tenancy management processes (e.g. rent arrears, tenancy changes).
4.3 Integration Requirements
- Expert integration of D365 modules with the existing finance system.
- Data migration and transformation from legacy systems.
- Integration with mobile workforce devices and key finance data back into our finance system.
5. Technical and Functional Requirements
- Platform: Microsoft Dynamics 365 (Customer Service, Field Service, Customer Insights).
- Integration: Azure Integration Services, APIs, and middleware for finance system connectivity if applicable.
- Data Governance: Compliance with GDPR and internal data standards.
- User Experience: Ease of use, accessibility compliance, and role-based interfaces.
- Security: Role-based access control, audit trails, and secure data exchange.
6. Supplier Engagement Objectives
- Demonstrate experience in large-scale D365 implementations in the housing or public sector.
- Provide integration expertise with finance systems or experience working with an expert integration partner.
- Offer strategic guidance on roadmap planning, change management, and user adoption.
- Deliver agile, scalable solutions aligned with our long-term digital strategy.
7. Next Steps and Timeline
Phase Activity Timeline
Discovery Supplier engagement and market feedback Q3 2025
Procurement Tendering and partner selection via G-Cloud Q4 2025
Delivery Implementation of property services Q1-Q4 2026
Delivery Implementation of tenancy management services Q1-Q4 2027
8. Contact and Submission Details
Please direct all expressions of interest, capability statements, and queries to:
Contact Name: Jamie Simms
Email: jamie.simms@cornerstonehousing.net
Submission Deadline: 24th October 2025

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/060119-2025 |
| Notice type | UK2 - Preliminary Market Engagement Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | VCSE |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 26 Sep 2025 |
| Submission deadline | Not specified |
| Future notice date | 24 Oct 2025 |
| Award date | Not specified |
| Contract period | 31 Mar 2026 - 1 Apr 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Planning |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | CORNERSTONE HOUSING LIMITED |
| Additional buyers | GBS PROCURE LIMITED |
| Locality | EXETER |
| Post town | Exeter |
| Postcode | EX1 1AL |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG13 Warwickshire CC |
| Local authority | Warwick |
| Electoral ward | Kenilworth St John's |
| Westminster constituency | Kenilworth and Southam |
| Delivery location | TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 71 - Architectural, construction, engineering and inspection services
- 75 - Administration, defence and social security services
- 76 - Services related to the oil and gas industry
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 66000000 - Financial and insurance services
- 71000000 - Architectural, construction, engineering and inspection services
- 75000000 - Administration, defence and social security services
- 76000000 - Services related to the oil and gas industry
- 79000000 - Business services: law, marketing, consulting, recruitment, printing and security

## Release History

- 26 Sep 2025 at 11:34 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/060119-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/060119-2025
  26th September 2025 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- http://www.gbsprocure.com
- https://www.cornerstonehousing.net/
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05a324. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05a324.json.