Details
Experience implementing Microsoft Dynamics 365 CRM-based business solutions. This position is responsible for the provisioning, development and maintenance of Microsoft Dynamics 365 CRM platform and the ideal candidate will have sound knowledge in Dynamics CRM Best Practices, entities/tables, workflows, configurations, business process flows, portals, custom development, integration development, Reporting, Dashboards, Web Resources, CRM Solutions File Management, and developing custom applications using the xRM framework.
The person should be an expert at Dynamics 365 CRM configurations and only utilize custom code when absolutely required. Strong background in the planning, designing, installing, configuring, and customizing of relational data modeling of Dynamics CRM solutions that are innovative, while observing best practices in regard to supported extensions of the platform.
Work with business users to help them improve their processes and systems. Assess processes, determine requirements and deliver recommendations, design documentation and reports. Engage with business users to understand how changes to process, services and software can improve efficiencies and add value. Conduct research and analysis in order to come up with solutions to business problems and help to introduce these recommendations. Must articulate those ideas but also balance them against what’s technologically feasible and functionally reasonable.
Experience:
- Ability to communicate effectively in both spoken and written English.
Developer:
- 2+ years of experience with Microsoft Dynamics 365 configuration and custom code.
- 5+ years of experience with Microsoft Dynamics CRM as a developer.
- Significant knowledge of Dynamics 2016/365 CRM, and the O365 platform as it pertains to feature sets that integrate with Dynamics CRM solutions, including SharePoint.
- Experience in customizations utilizing custom code in C#.NET, JavaScript, HTML and SQL Server, including XrmToolBox, plug-ins, ribbon workbench, scripting and form creation.
- Experience with the CRM API, web services REST/ODATA and SOAP endpoints.
- Experience in creating and registering add-ins with custom C# code.
- The ability to convey knowledge to both developers and business users to balance the use of native (OOB) features and the appropriate use of custom development.
- Understanding of the Dynamics 2016/365 CRM data model and at least 3 years designing, creating, customizing and configuring Dynamics 2016/365 CRM solutions, including innovative module solutions using both core CRM capabilities as well as custom xRM solutions.
- Extensive experience setting up and configuring Dynamics 2016/365 CRM with O365.
- Expertise in Business Process Flows (BPFs), out-of-the box workflows and custom workflows, forms, views and reports.
- Knowledge of and ability to configure business units, security groups, teams, roles and web roles.
- SSRS development for custom reporting.
- Troubleshoot Dynamics CRM errors and performance related issues.
- Creating and maintaining task, knowledge transfer and FAQ documentation.
Analyst:
- Document as-is processes, recommend improvements and streamline business processes into design document of to-be processes.
- Identify operational objectives by evaluating and documenting required business workflows.
- Work closely with our business users to identify, map and document each business requirement.
- Leads key specific software projects starting with project requirements gathering, requirement specification, testing, quality assurance.
- Works with other technical and project groups to ensure that software application requirements are identified at an early stage, ensuring that new build requirements or expansions are captured, and plans produced for any upgrades/expansions and new build.
- Must maintain requirements, change requests and track gaps between software and business requirements specifications.
- Maintain the documentation, processes, guidelines, and procedures of the project management methodology including infrastructure procedures and protocols for the smooth operation of the day-to-day business.
- Prepares project documentation as required, champion the production of business cases for software development or migration.
- Partners with business, clinical, quality and utilization teams to complete project management activities to ensure successful completion of project needs.
- Review current system data structure, and model new data structure based on current operational requirements.
- Evaluate and map existing data structure fields for legacy data migration.
- Create test cases and report on outcomes.
Relevant Work Experience:
Education:
- 4 years+ degree preferred
Skills Matrix:
Skills Required / Desired / Amount of Experience
- Prior experience with Microsoft Dynamics 365 CRM Development - Required – 5 Years
- Experience with at least two different Microsoft Dynamics 365 CRM Modules (list below) - Required – 5 Years
- Prior experience w/Dynamics 365 out of the box Configuration(tables, forms, lists, workflows, business process flows, web resources, users, security) - Required – 5 Years
- Extensive programming experience in C# .NET (custom code development) - Required – 5 Years
- Prior functional experience packaging Dynamics 365 solutions and deploying them to higher instances (QA, UAT, Prod) - Required – 1 Year.
- Dynamics 365 Portal Design and Development (Power Apps Portals) - Required – 1 Year
- HTML and JavaScript and Liquid templates development- Required – 5 Years
- Prior hands-on experience using custom code to create and consume Web API/Web Services
- Required – 3 Years
- Prior experience working with Various RDBMS (SQL Server Preferred) - Required – 5 Years
- Prior experience with Dynamics 365 CRM SSRS custom development - Required – 1 Year
- SharePoint Online integration of Dynamics 365 - Required – 1 Year
- Prior experience meeting with Project Stakeholders, SME’s and Business Users to gather and document as-is and to-be processes and requirements- Required – 5 Years
- Prior experience translating business requirements into functional and technical design documentation - Required – 5 Years
- Excellent written and verbal communication skills - Required.
- Hands on experience with Azure Dev Ops (ADO) or equivalent tools - Highly desired
- Prior experience with Responsive design development - Highly desired
- Prior experience with PowerAutomate - Highly desired
- Prior experience with XrmToolBox – Desired
- Prior experience with Ribbon workbench – Desired
- Prior experience with data analysis/data migration (SSIS or other tools) - Desired