Dian Taylor Email and Phone Number
5X Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author at
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RSM US LLP
Dian Taylor's Location
United States, United States
Dian Taylor's Contact Details
Dian Taylor work email
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Dian Taylor personal email
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Dian Taylor phone numbers
About Dian Taylor
Dian Taylor is a 5X Microsoft Business Applications MVP and Director at RSM US LLP who specializes in AI & Dynamics 365 CRM technology. In her role as a Presales Engineer Dian aligns business processes with technology, allowing her to unlock transformative value for clients and prospects. Her approach blends deep technical knowledge with a strategic mindset, ensuring that the solutions proposed are not just functionally sound but also serve as cornerstones for the client's long-term success. Dian’s commitment to innovation and excellence in presales allows her to constantly push the envelope in delivering customized demonstrations that empower clients across various industry sectors. With multiple Business Applications MVP Awards, Dian’s expertise is recognized by Microsoft, peers and the industry.D365-CRM modules: Sales, Customer Service, Field Service, Project Operations & Dynamics 365 Customer Service. Besides Dynamics 365, Dian works with Power Platform components like Power Automate and Copilot Studio. She has also created several courses on LinkedIn Learning. Blog: https://D365Goddess.com
Dian Taylor's Current Company Details
Rsm Us Llp
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5X Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author
Dian Taylor Work Experience Details
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Dynamics 365 Ce Presales Engineer - DirectorRsm Us Llp May 2020 - PresentChicago, Illinois, Us
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Microsoft Dynamics 365 Crm Presales Engineer - ManagerRsm Us Llp Feb 2016 - May 2020Chicago, Illinois, UsSeasoned Microsoft Dynamics 365 Presales Engineer with a deep understanding of Dynamics CRM - Microsoft CertifiedGathering and understanding client functional requirements Performing gap analysis between a client's requirements and the functionality within Microsoft Dynamics CRM Configuring the application to meet a client's demonstration requirements using the Microsoft Dynamics CRM Customization Tools, including but not limited to Dialogs and Workflow Tools Identify creative work-arounds to build successful demonstrations without the development of custom code Understand the functional capabilities and limitations for out of the box functionalityManaging various Dynamic 365 environments for different demo scenarios including Sales, Customer Service, Marketing, Field Service, Project Service Automation, Non-For-Profit, Finance, Operations, Telephone Integration and Portals.SpecialtiesDynamics CRM Demonstrations, Implementations, Customizations & Training.Process Improvement.Microsoft Certifications & Assessments:MB5-705 Managing Microsoft Dynamics ImplementationsMB2-704 Microsoft Dynamics CRM 2015 ApplicationsMB2-707 Microsoft Dynamics CRM 2015 Customizations & ConfigurationMB2-703 Microsoft Dynamics CRM 2013 Customizations & ConfigurationMB2-868 Microsoft Dynamics CRM 2011 ApplicationsMB2-866 Microsoft Dynamics CRM 2011 Customizations & ConfigurationMB5-858 Managing Microsoft Dynamics ImplementationsPresales Technical Specialist Assessment for Microsoft Dynamics CRM 2013Sales Specialist Assessment for Microsoft Dynamics CRM 20132011 Presales Assessment – Customer Relationship ManagementMicrosoft Partner Network Sales and Services Assessment for Microsoft Online ServicesD365 Field Service CertifiedD365 Project Service Automation Certified
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Microsoft Dynamics Crm Senior ConsultantCbiz Mhm (Boca Raton) May 2012 - Feb 2016Seasoned Pre-Sales and implementation Consultant with a deep understanding of Dynamics CRM - Microsoft CertifiedAnalyzing business processes to identify opportunities for improvement Gathering and understanding client functional requirements Implementing and deploying Microsoft Dynamics CRM Performing gap analysis between a client's requirements and the functionality within Microsoft Dynamics CRM Configuring the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tools, Dialogs and Workflow Tools Identify creative work-arounds to meet requirements without the development of custom code Understand the functional capabilities and limitations for out of the box functionalityTrain client on the usage and administration of Microsoft Dynamics CRM (end user training and technical training) Developing data conversion, migration and testing strategies Developing high level project work plans Manage individual and team budgets and scope of work Lead client meetings or facilitated strategy sessions SpecialtiesDynamics CRM Demonstrations, Implementations, Customizations & Training.Process Improvement.Microsoft Certifications & Assessments:MB5-705 Managing Microsoft Dynamics ImplementationsMB2-704 Microsoft Dynamics CRM 2015 ApplicationsMB2-707 Microsoft Dynamics CRM 2015 Customizations & ConfigurationMB2-703 Microsoft Dynamics CRM 2013 Customizations & ConfigurationMB2-868 Microsoft Dynamics CRM 2011 ApplicationsMB2-866 Microsoft Dynamics CRM 2011 Customizations & ConfigurationMB5-858 Managing Microsoft Dynamics ImplementationsPresales Technical Specialist Assessment for Microsoft Dynamics CRM 2013Sales Specialist Assessment for Microsoft Dynamics CRM 20132011 Presales Assessment – Customer Relationship ManagementMicrosoft Partner Network Sales and Services Assessment for Microsoft Online Services
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Microsoft Crm Solutions SpecialistChampion Solutions Group Jul 2011 - May 2012Seasoned Pre-Sales Consultant with a deep understanding of Dynamics CRM - Microsoft CertifiedAnalyzing business processes to identify opportunities for improvement Gathering and understanding client functional requirements Implementing and deploying Microsoft Dynamics CRM Performing gap analysis between a client's requirements and the functionality within Microsoft Dynamics CRM Configuring the application to meet a client's requirements using the Microsoft Dynamics CRM Customization Tools, Dialogs and Workflow Tools Identify creative work-arounds to meet requirements without the development of custom code Understand the functional capabilities and limitations for out of the box functionality as well as custom code Train client on the usage and administration of Microsoft Dynamics CRM (end user training and technical training) Developing data conversion and testing strategies Developing high level project work plans Manage individual and team budgets and scope of work Lead client meetings or facilitated strategy sessions SpecialtiesDynamics CRM Demonstrations, Customizations & Training.Microsoft Certifications & Assessments:MB2-868 ApplicationsMB2-866 Customizations & ConfigurationMB5-858 Managing Microsoft Dynamics Implementations2011 Presales Assessment – Customer Relationship ManagementMicrosoft Partner Network Sales and Services Assessment for Microsoft Online Services
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Hr CoordinatorChampion Solutions Group Nov 2010 - Jul 2011Maintaining the accuracy of personnel files and ensuring compliance to all federal and state lawsResponsible for New Hire Orientation sessionsOperating ATS applicant tracking system to post vacancies, review resumes, update applicant status Conducting phone screens with potential applicantsEnsuring the timeliness and accuracy of all new hire paperwork, including all I9 formsAssisting internal managers and employees with HR questions or problems to resolutionPromoting the company’s cultural values to potential employees at Job FairsManaging all pre employment background searches and reference checksCoordinating and hosting weekly webinar sales trainingScheduling interviews, including travel arrangements for out of state candidatesManaging HR, Marketing and Training website content on Sharepoint Researching and gathering information; preparing, distributing and maintaining files, ad hoc reports, correspondence and statistical summariesAnalyzing departmental workflow and procedures and making recommendations to Management to streamline processes and reduce costsManaging internal certifications Building internal Sharepoint sites Received “Eagle Award” for accomplishments in fiscal year 2010
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Human Resources AssistantChampion Solutions Group Oct 2008 - Nov 2010Maintaining the accuracy of personnel files and ensuring compliance to all federal and state lawsResponsible for New Hire Orientation sessionsOperating ATS applicant tracking system to post vacancies, review resumes, update applicant status Conducting phone screens with potential applicantsEnsuring the timeliness and accuracy of all new hire paperwork, including all I9 formsAssisting internal managers and employees with HR questions or problems to resolutionPromoting the company’s cultural values to potential employees at Job FairsManaging all pre employment background searches and reference checksCoordinating and hosting weekly webinar sales trainingScheduling interviews, including travel arrangements for out of state candidatesManaging HR, Marketing and Training website content on Sharepoint Researching and gathering information; preparing, distributing and maintaining files, ad hoc reports, correspondence and statistical summariesAnalyzing departmental workflow and procedures and making recommendations to Management to streamline processes and reduce costsReceived “Navigator Award” for accomplishments in fiscal year 2009
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Talent Central (Hr) Coordinator IiAmtrust Bank Feb 2007 - Jun 2008UsPromoted to HR Coordinator after minimum 6 months of serviceManaging all pre employment drug screenings, background and credit checksMaintaining the accuracy of personnel files and ensuring compliance to all federal and state lawsEnsuring the timeliness and accuracy of all new hire paperworkOperating human resource information system to process all transfers, promotions, new hires, salary increases, salary decreases, background check results, drug test results and new personnel requisitions Preparing offer letters and agreements for all new hiresAssisting internal managers and employees with HR questions or problems to resolutionPromoting AmTrust cultural values to potential employees at Job Fairs and Open HousesAnalyzing departmental workflow and procedures and making recommendations to Management to streamline processes and reduce costsResearching and gathering information; prepares, distributes and maintains files, reports, correspondence and statistical summaries -
Hr Administrative AssistantAmtrust Bank Aug 2006 - Feb 2007UsAnswering phones, taking messages, providing information, and redirecting calls as appropriateProcessing all departmental invoices and expense reports for payment Maintaining calendar and scheduling departmental meetings and eventsCoordinating travel arrangements on behalf of employees in assigned departmentOperating human resource information system to enter, retrieve, and maintain employee and applicant informationActively participating on the AmTrust Event Committee to develop and execute two annual employee recognition eventsGreeting applicants and assisting them with the AmTrust Bank online applicationSending out correspondence to all rejected candidates
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Assistant Site Manager For Oce Business ServicesOffice Depot Corp. Office Dec 2004 - Aug 2006New York, Ny, UsPromoted from Mailroom Clerk to Assistant Site Manager after a minimum of 3 monthsResponsible for all administrative duties including but not limited to; maintaining spreadsheets, databases, weekly reports and mail merges for mass mailingsManager in charge of personnel and daily lock-upReceiving, distributing and tracking all mail. (Including UPS, FED-EX, DHL, Yellow freight, Eagle freight, etc.) Accountable for weekly payroll and marketing distributions to over 1000 stores using UPS World shipResponsible for receiving and distributing all IT equipment using PeopleSoft Receiving software
Dian Taylor Skills
Crm
Sharepoint
Training
Management
Human Resources
Microsoft Crm
Strategy
Vendor Management
Process Improvement
Business Process
Marketing
Interviews
Consulting
Pre Sales
Analysis
Leadership
Account Management
Applicant Tracking Systems
Dynamics Crm Customizations
Dynamics Crm Training
Requirements Analysis
Project Planning
Professional Services
Business Analysis
Customer Relationship Management
Team Leadership
Business Process Improvement
Dian Taylor Education Details
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Florida Atlantic UniversityHr Management -
De Marne CollegeBusiness Administration
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Friesland CollegeBusiness Administration
Frequently Asked Questions about Dian Taylor
What company does Dian Taylor work for?
Dian Taylor works for Rsm Us Llp
What is Dian Taylor's role at the current company?
Dian Taylor's current role is 5X Microsoft MVP | Dynamics 365 CE Presales Engineer - Director at RSM US LLP | LinkedIn Learning Author.
What is Dian Taylor's email address?
Dian Taylor's email address is dt****@****nsg.com
What is Dian Taylor's direct phone number?
Dian Taylor's direct phone number is (561)-997*****
What schools did Dian Taylor attend?
Dian Taylor attended Florida Atlantic University, De Marne College, Friesland College.
What are some of Dian Taylor's interests?
Dian Taylor has interest in I Love Reading And Shopping, I Have A True Passion For My Work.
What skills is Dian Taylor known for?
Dian Taylor has skills like Crm, Sharepoint, Training, Management, Human Resources, Microsoft Crm, Strategy, Vendor Management, Process Improvement, Business Process, Marketing, Interviews.
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