Independent Consultant
Accounting
Automotive
Computer Software/Engineering
Education Management
Health/Fitness
Information Technology/IT
Insurance
Legal Services
Worldwide
English
A highly motivated and ambitious individual who enjoys a challenge, with excellent communication and interpersonal skills, able to interact effectively with people at all levels.
My main focus is on the implementation of Dynamics CRM solutions which integrate with Microsoft and third party products. I specialise in interpreting complex requirements into functional and technical specifications that strengthen the design of successful business solutions.
Key Skills:
• CRM system design and architecture
• Functional / technical documentation
• Requirements analysis
• Controlling scope change
• End-user and CRM administrator training
Technical Skills:
• Microsoft Dynamics CRM - CRM Online, CRM 2015, CRM 2013, CRM 2011 and 4.0
• Dynamics CRM configuration and development, including: entity model design, workflow, dialog and business process flows, JavaScript and business rules, SSRS report development
• PowerBI, PowerApps, Microsoft Flow / POWER PLATFORM
• SQL Server administration, T-SQL
• Office 365 administration
• SharePoint administration, configuration and customisation
• Waterfall, Agile Scrum and Microsoft Sure Step project methodology experience
General information for the business: Facility Management
Kind of development: Customization of existing program
Platform: Microsoft Dynamics
Description of every module: Configuration of Microsoft Dynamics 2013
Description of requirements/functionality: Customer service,
Sales management
General information for the website: SharePoint 2013 - Office 365
Kind of development: New website from scratch
Num. of web pages/modules: 6
Description of requirements/features: Need sharepoint website to provide fillable forms that can then be searchable based on search term and column sorting
Extra services needed: Customization
Specific technologies required: SharePoint Office 365
General information for the business: Small business looking to experience Dynamics CRM for possible deployment
Industry: Healthcare
Kind of support: Software
Description of support work: We currently use Office 365 for business and have 2 Case Managers who provide administrative support for Psychologist Expert Witnesses. We provide a case management service for these experts where we receive case instructions from solicitors, documents that are currently managed in SharePoint, tasks and calendar events using Outlook, updates regarding the case (case notes).
We currently use Capsule CRM but this is limited our ability to effectively manage cases as it provides no sync with contacts, calendar entries - Assessment dates, client meetings, report submission dates etc.
We require someone with experience to view our capsule crm to understand how we manage cases currently and then use our trial version of Dynamics CRM (ends 20/02/16) to tweak its current format to mirror Capsule CRM and integrate the function to sync contacts which are added to O365 and to enable us a function to add calendar entries which will be shared with users calendars.
Extra notes: If the successful candidate can impress with managing this job and successfully demonstrate how dynamics can work for us - we have another company with a larger client base that we would ask to do something very similar with.
General information for the business: IT Support
Description of requirements/functionality: System: Dynamics CRM Online
On demand workflow required to send PDF of quote and/or order with any documents attached to specific email. This would be implemented as a button in the ribbon if possible.
Example of procedure:
1) Quote is created and 2 photos are uploaded via documents (sharepoint integration)
2) quote is converted to order
3) once order is complete, user clicks a button which then sends a pdf copy of quote, order and the 2 photos to a specific user as attachments in email.
Please note that we already have a PDF generator plugin so no need to create pdf generation part.
We will also like a guide to know how to change the specific user the email is sent to.
General information for the business: We sell to pay tv operators world wide
Description of requirements/functionality: I need someone to come in, capture our CRM requirements and translate them into a working MS Dynamics system and train us on how to use the system going forward. We currently use 365.
Specific technologies required: MS Dynamics 365
OS requirements: Windows
• CRM system design and architecture
• Functional / technical documentation
• Requirements analysis
• Controlling scope change
• End-user and CRM administrator training
Technical Skills:
• Microsoft Dynamics CRM - CRM Online, CRM 2015, CRM 2013, CRM 2011 and 4.0
• Dynamics CRM configuration and development, including: entity model design, workflow, dialog and business process flows, JavaScript and business rules, SSRS report development
• PowerBI, PowerApps, Microsoft Flow / POWER PLATFORM
• SQL Server administration, T-SQL
• Office 365 administration
• SharePoint administration, configuration and customisation
• Waterfall, Agile Scrum and Microsoft Sure Step project methodology experience
Microsoft MB-200.2: Dynamics 365: Power Platform automation
Microsoft MB-200.3: Dynamics 365: Power Platform integrations
Microsoft MB-200.4: Dynamics 365: Power Platform test and deploy
Microsoft MB-200.1: Dynamics 365: Power Platform applications
Exam 716: Microsoft Dynamics 365 Customization and Configuration
MCSA: Microsoft Dynamics 365
Exam 715: Microsoft Dynamics 365 customer engagement Online Deployment
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