Candidate Cover Sheet - Microsoft Dynamics AX (D365) Senior Functional Architect #203878

This candidate is a CRM/CX Applications Specialist who has been working with CRM systems for over 20 years. His background includes 24 years of experience in computer systems implementation, business process improvement, project management, end-user training, and systems support.

This candidate has worked with multiple CRM systems over the years and helped organizations in a variety of industries to implement successful projects. For the past 4 years, his focus has been Microsoft Dynamics 365 and the PowerApps / Power BI platforms. This candidate is fully Microsoft Certified in these areas. He also has extensive experience with Oracle CRM applications as well as the Oracle E-Business Suite, and is also certified as a Salesforce Administrator / Platform App Builder. This candidate has experience with Marketing Automation applications that integrate with CRM systems, Data Quality Management tools that are essential for clean Customer data, and the processes required to integrate CRM systems with other upstream and downstream applications.

This candidate’s specialties include CRM Application Architecture and Implementation, Functional Requirements Gathering, Business Process Improvement, Project Management, Application Configuration, Customer Data Management, Data Conversion, Data Quality, and Analytics / Business Intelligence.

In a recent role, this candidate’s responsibilities included:

• Managing a diverse team of Functional and Technical consultants who are working on a variety of different projects. This involves everything from quarterly/yearly performance assessments, to assistance with Visa renewals, to bi-weekly check-in calls that serve as idea-sharing/brainstorming sessions.
• Working with a large Financials Auditing organization to leverage components of Project Service Automation, Universal Resource Scheduling, and the Power Platform to integrate both upstream and downstream systems and utilize Microsoft Business Applications.
• Completed a large Business Process as a Service (BPaaS) project for the Healthcare industry, using Dynamics 365 CE as one of the core components to support the Customer Service group.
• Worked with the Oracle CRM/CX Practice for 3 months doing Project Assessments and on-site workshops.
• Transferred to the Microsoft Dynamics Practice to manage an Assessment Engagement and POC for an existing Customer that was interested in adding an additional subsidiary to their existing Dynamics platform.
• Completed the Assessment and Proof of Concept, which resulted in the Client moving forward with Implementation.
• Worked with Key Stakeholders, Project Managers, Business Product Owners, and Offshore Development and QA Teams to deliver phase one of this project that focused on Lead Management and key Integrations to the legacy system.
• And much more ...