Consulting – covering all aspects; including presales and supporting the sales team, product demonstrations, analysis, implementation and training of end users utilising primarily Dynamics 365 or earlier Dynamics versions such 2016 and 2015.
Business and process analysis
Documenting ‘as-is’ and ‘to-be’ within accurate and detailed scoping documents
Liaising with developers and clients – act as a point of communication
Quality Assurance & Documentation
Knowledge and Expertise:
Over 3 years Dynamics CRM consultancy experience.
Strong understanding of Microsoft Dynamics 365, Dynamics CRM 2016/2015
Experience of providing Pre-Sales Demonstrations
Experience of working on full life cycle implementations across multiple versions of Dynamics CRM/365
Excellent communication and problem solving skills
Excellent understanding and knowledge of core Microsoft Dynamics CRM/365 modules
Microsoft SQL Server understanding
Ability to create high quality functional documentation and strong requirements gathering skills.
Leading or participating in design and architecture sessions with key business users, gathering and documenting business processes and requirements for the system
Architecting the CRM system, related customizations and reports to model the business organizational process
Advising business users on best practices for CRM, development or integration processes
Balance business users requests and requirements with technical constraints
Writing technical specifications for planned work
Mocking up specifications for our overseas Live Services team, and facilitating the completion, testing and deployment of development projects
Installing and maintaining versions of 3rd party products such as Click Dimensions, Linked In and Inside View
Building and configuring CRM forms, views, dashboards and workflows
Developing SSRS reports using Microsoft SQL and FetchXML
Working closely with BI project teams or other resources for completion of projects related to the CRM system
Working with internal support members to resolve technical issues with servers, ETL packages, SQL, SSRS and other related technologies to the internal CRM system
Maintain code repository, VSTS backlog and source control
Effectively utilize SDK and 3rd party tools such as XRMToolbox for administration of CRM system
Regularly communicating with the Business Systems Manager and business users on the status of issues and projects
Coordinate with Business Systems Manager to ensure overall business solution is positioned and implemented in line with global architecture and roadmap
Estimating the completion of tasks and managing resource time
