Responsibilities:
Manages large, complex deployments and configurations, system through analysis and customization.
Ensures the newly implemented Dynamics CRM system integrates seamlessly with the existing infrastructure of the company.
Serves as the primary point of contact and subject matter expert for all CRM development related issues, concerns, and needs.
Designs, develops, and implements solutions to further expand our use of CRM across the organization in accordance with business objectives.
Clearly articulates architectural differences between solution methods, and the challenges and approaches to successful integration of platforms.
Effectively translates use cases and requirements into user stories.
Provide some training and documentation - Training and documentation of the system is important as changes to the system have been and are progressing at a rapid pace.
Create, Deliver and Manage CRM Applications
Create web portals for enterprise MS Dynamics 365 CRM applications
Create and manage Dynamics 365 CRM online solutions
Create solution components; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
Customize Dynamics 365 CRM forms
Design the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
Implement Dynamics CRM views and visualizations
Create view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes
Manage Dynamics CRM entities
Manage entity ownership; manage entity properties; understand system and custom entities
Configure field customizations
Develop and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
Implement entity relationships
Create relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles
Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
Create business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows
Design application, technical, domain, or solution architecture, including design and implementation of solutions.
Must be able to demonstrate excellent program management, negotiation, communication and problem-solving skills. Expert skills in Microsoft Dynamics CRM and the ability to work under tight timeline. Responsible for working with both senior-level business executives and IT personnel to define and execute program requirements and manage stakeholder expectations. Strategically plan and manage initiatives consisting of program components that meet Departmental, State and other stakeholder expectations. Responsible for the leadership, direction and oversight of the project team(s) and of all vendor related activities tied to the program. Report to Sr. Executive Management. Authorize and manage internal and external relationships (agency, Federal, vendor, and other State agencies) and dependencies across initiative components to ensure successful delivery of the program. Ensure efficient distribution of the technical and business resources; and will coordinate with business executives the initiation or continuation of project(s) based on business requirements, business performance and available organizational resources. Responsible for establishing and executing adequate project management controls based on industry accepted methodologies and standards. These controls include the responsibility to monitor and control cost, schedule, performance and risk; to ensure quality and security; overall integration and issues resolution and to perform administrative functions. Assess and monitor business and financial performance of initiative components from strategic perspective.