• Identify, develop and implement the right Dynamics CRM/Power Platform solution for my customers• Provide sound advice on project management, business process development and implementation practices to meet business objectives• Work with delivery teams and stakeholders to translate business requirements to CRM solutions• Identify, design and configure CRM solutions and provide guidance to senior client teams, users and colleagues• Gather and take ownership of system requirements and direct functional requirements to development and test teams• Utilize Microsoft Power Platform to build Model-Driven and Canvas applications and configure Power Automate Flows• Provide guidance and training on how to use CRM effectively• Identify cross-sell and up-sell opportunities and work with sellers as appropriate

• Consult with clients implementing Dynamics 365 Customer Engagement (CE)• Conduct requirements gathering sessions and analyze requirements and business processes (as-is and to-be)• Create functional and technical design, data mapping, quality assurance test plan and training documentation• Perform D365 CE software configuration via web-based tools• Perform group and 1-on-1 training for all levels of users from Administrators to End-Users• Provide aid in scoping level of effort for projects based on D365 software knowledge and experience• Adhere to strict project budget, scope and timeline constraints and provide regular status updates on project progress

• Direct and consult on customer projects implementing Microsoft Dynamics CRM (versions 2015, 2016 and D365)• Conduct discovery meetings with customers and prospects to understand their sales, marketing, customer service or XRM requirements• Lead project teams consisting of developers, business analysts and quality assurance staff• Build functional specification documents• Collaborate with developers to define and document any custom code or data migration requirements• Organize and manage project timelines and project plans to ensure in scope, on time and on budget delivery• Configure and customize Microsoft Dynamics CRM using web-based administration tools (form layout, workflow design, view creation, business processes, business rules, etc.)• Coach and train end-users

• Consult directly with clients to determine application system requirements for new/modified product implementations• Perform product implementations and training remotely and at client sites• Author requirements documents and/or product specifications that the development team will use during design and development efforts• Administer the creation and delivery of specific product demonstrations• Respond to product-related or functional questions from all team members• Serve as a peer mentor

• Directed and consulted on customer projects implementing Microsoft Dynamics CRM (versions 2011 and 2013)• Conducted discovery meetings with customers and prospects to understand their sales, marketing, customer service or XRM requirements• Directed project teams consisting of developers, business analysts and quality assurance staff• Built functional specification documents• Collaborated with developers to define and document any custom code or data migration requirements• Organized and managed project timelines and project plans to ensure in scope, on time and on budget delivery• Configured and customized Microsoft Dynamics CRM 2011 and 2013 using web-based administration tools (form layout, workflow design, view creation, business processes, etc.)• Coached and trained end-users• Advised new employees as a mentor

• Designed, customized and implemented product lifecycle management/new product development software in Microsoft environment• Acted as the primary technical resource throughout the implementation process, utilizing best practices to design a configuration that best met client needs• Executed Microsoft Office and VBA programming with emphasis working in Excel• Utilized knowledge of SQL Server to perform database installation, configuration and maintenance• Performed Application Server installation and configuration of Internet Information Systems (IIS) for browser based software• Traveled to customer sites for implementation and/or training• Promoted design review and code review processes• Developed proposals for additional billable work orders• Collaborated in the continuous improvement of the implementation process including quality processes and general consulting practices

• Organized onsite consultation with client and gathered requirements to create technical requirement documents for accounts receivable processing software• Acted as a business analyst to review and understand the current client processes to configure the Open Scan solution to meet and enhance those current processes• Configured Microsoft SQL Server database for each client implementation. Utilized a base database install, and edited over 20 SQL scripts for each client to customize the database and software parameters• Modified SQL stored procedures and wrote custom quality assurance rules to be used in the software workflow• Installed the client database using Microsoft SQL Server 2005 or 2008• Headed data interface design with ERP software such as Oracle, J.D. Edwards, SAP, etc.• Implemented software in a Client/Server environment with extensive knowledge of Microsoft Windows Server 2003 and 2008, and Microsoft Windows XP and Windows 7• Utilized knowledge of editing Microsoft SQL Server Reports in Microsoft Visual Studio 2005 and 2008• Performed deployment of Microsoft SQL Server Reports to the Report Server and configured user permissions• Performed remote installation of Open Scan software• Executed onsite training sessions for staff ranging from IT Managers to end users• Efficiently communicated requirements, defects and enhancement requests to internal development team

• Coordinated, configured and installed customer relationship management (CRM) software• Operated remote meetings to gather client specific requirements• Implemented software in Client/Server and Web Browser environments• Utilized extensive knowledge of Microsoft SQL Server 2000 and 2005, Windows Server 2000 and 2003, Windows XP• Deployed reports to a Microsoft SQL Reports Server• Designed and executed test plans using HP Quality Center and Quick Test Pro• Orchestrated automated and manual testing techniques to ensure software quality• Communicated and detailed product defects and enhancement requests• Provided troubleshooting and customer support via phone and WebEx

• Coordinated and installed electronic document management software• Utilized knowledge of UNIX to interface with the core AS400 server software• Installed pre-configured database on Microsoft SQL Server 2000 and 2005• Configured scanner hardware to communicate with the workstation software• Implemented Client/Server and Web Browser software on Microsoft Windows Server 2000 and 2003 and Windows XP• Performed onsite installation, training and go-live support to bank operations staff• Provided troubleshooting and customer support via phone and WebEx