Candidate
#004523
Dynamics CRM-Techno Functional Consultant
17.0
years
Experience
CRM (CE)
Module
Industry -
Manufacturing & Resources
Skills & Expertise
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About
I have been implementing and managing Dynamics 365 CE/Sales/Customer Service environments in both On-Prem and On-line for over 17 years.
While the key focus of delivering a Dynamics365 project is to get the system live; the user experience and more importantly, the adoption of the system, must not be overlooked. Information gathering during discovery is a critical part of the process and plays a crucial role in the end user actually excelling in the system.
Predominantly I have worked with manufacturing and service teams to provide organization efficiencies, through information availability and automation, however the beautiful thing about the Dynamics/Power Platform lies in its configurability for many company verticals.
Im happy to chat one-on-one to see if both my services and Dynamics365 would be a good fit for your team!
Projects
Project 8
Hot Tub Manufacturer
Apr 3, 2019
-
Sep 20, 2019
Implementation of Dynamics365 to manage the dealer network for a hot tub manufacturer.
This included inventory management and service call tracking.
Online portal for dealers and end customers to register the warranties, make service calls and order replacement parts.
Integration with on-prem ERP to provide full experience via Dynamics 365.
Project 7
Financial Advisor
Sep 9, 2019
-
Nov 15, 2019
Implement replacement for Maximizer contact manager for a financial advisor.
Requirements were to track client interactions and custom reports for compliance management.
Included data import of initial contact information.
Project 6
Financial Broker
Jun 14, 2021
-
Nov 26, 2021
Implement Dynamics CRm for financial broker and migrate current on-prem Dynamics CRM to the online environment. D365 manages their clients portfolio and imports data from underwriters such as Manulife to update client transactions and accounts.
Project 5
Training Driven Organization
Aug 15, 2022
-
Present
Migrate complex on-prem environment from Dynamics CRM 2016 to Dynamics 365 Sales online.
Management of the students lifecycle from lead to training delivery. Training products and the schedule classes were managed with custom tables and integrated with the Canadian Ministry Of Labour for submitting students certifications.
Includes automation for training managment, sales of products, classes and courses.
Project 4
Mortgage Broker
Nov 9, 2022
-
May 31, 2023
Implement Dynamics 365 Sales for mortgage broker agency to manage leads and track application progress.
Included power automate for follow ups, task assignment and integration with SMS texting services.
Scope changes added a canvas app for rapid, mobile application entry by the broker.
Project 3
Millwork Fabricator
Jun 1, 2021
-
May 17, 2023
Implementation of Dynamics 365 Sales to manage millwork sales cycle.
Included integration with local SQL data from Microvellum/Autocad and manufacturing specific softwares to populate products for shop production.
Production floor was included in scope and products managed through machinery and workstations for metrics tracking.
Project 2
Countertop Fabricator
Mar 9, 2020
-
Jul 29, 2022
Migrate the organization from Dynamics CRM v2011 On-Premise to Dynamics 365 online.
Included data migration, environment re-build for new features and business processes.
Dynamics365 became the mission critical app for management of sales cycle, shop fabrication and installation.
Additionally service calls and warranty management were added to the scope after go live to support the entire organization.
Project 1
<Private> City Municipality
Jan 2, 2023
-
Mar 31, 2023
Implement and configure Dynamics 365 for a city municipality to help the economic development department track and report on businesses operate within the municipality. Functionality included data imports from other systems, onsite surveys and management of returned data to the CRM modules for Accounts and Contacts.
