Functional Consultant
Project Manager
Business Analyst
CRM Marketing Analyst
Multiple Industries including Non-Profit
This candidate is an experienced Dynamic CE Consultant with over 20 years of expertise in Microsoft Dynamics and Office 365. They have a strong background in leading CRM and ERP implementations as a project manager, consultant, and team leader. Their knowledge encompasses various Microsoft tools such as PowerApps, Power BI, MS Flow, and MS SharePoint.
In their previous role as a Senior Dynamics Functional Consultant, this candidate played a pivotal role in driving requirements and process improvement. They excelled at selecting the right technology for customers and contributed to the implementation of a recurring subscription model. They led multiple projects and demonstrated their proficiency in leveraging Power Automate, Data Flows, and Power BI to automate processes, improve sales operations, and simplify the user experience.
Additionally, their experience as a CRM Marketing Analyst involved managing a D365 implementation with over 300 users and improving user adoption within the sales team. They successfully migrated the system to the Microsoft Cloud environment and implemented numerous new features while championing ClickDimensions. This candidate has a proven track record of utilizing their expertise to optimize CRM processes, reduce strain on the system, and provide valuable insights for reporting and lead generation.
Their extensive experience in the field is further exemplified by their tenure as a PowerSuccess Manager, where they spearheaded team growth and performance, leading to a substantial increase in the subscription base. They were highly regarded as a Subject Matter Expert and played a crucial role in numerous Dynamics 365 implementations. Their leadership and customer-centric approach resulted in exceptional customer satisfaction and successful handling of escalations.
Overall, this candidate possesses in-depth knowledge of Microsoft Dynamics 365, along with a range of related tools and technologies. Their strong project management skills, expertise in process improvement, and ability to collaborate with cross-functional teams make them an asset in delivering custom CRM solutions and driving effective implementations.
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