The CRM Technical Consultant will act as a technical SME for customer and internal teams on Dynamics CRM projects (implementations, customizations, migrations, and more). The individual may be responsible for one or more aspects of the project including extending Dynamics CRM, simple to complex customizations, UI/backend development, and more. Other responsibilities include project management, configuration, data, and support. The candidate must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment.


Essential Functions

  • Leading or participating in the design and architecture sessions with the clients, gathering and documenting business processes and requirements for the project
  • Assisting with architecting the CRM system, related customizations, portals, and reports to model the client’s organizational process
  • Advising customers on best practices for CRM, development or integration processes
  • Writing technical specifications for planned work
  • Creating data migration and integration mappings
  • Mocking up specifications for our overseas development team, and facilitating the completion, testing and deployment of development projects
  • Installing CRM and its related components such as the PowerPack and Scribe.
  • Building the CRM forms, screens, and views, as well as workflows and reports around the customer needs for an interface
  • Guiding projects along through daily communications with the customer or project manager
  • Resolving technical issues with servers, authentication, IIS, Exchange, SQL, SRS and other related technologies to CRM
  • Maintaining a list of trusted resources for researching technical issues
  • Regularly communicating with the customer on the status of the issue resolution
  • Estimating the completion of task and gaining customer approval
  • Participating in informal or formal design and architecting sessions with fellow consultants
  • Distribute information on the latest CRM-related and technology news to the team members
  • Support the application post go-live during system setting and fix applications issues not necessarily related to code

Key Measurements of Performance

    SQL Integration Services and/or Scribe SQL Reporting Services MOSS/SharePoint Services SDK and/or Developers Toolkit Programming languages such as C#, VB.net, ASP.NET, HTML, JavaScript, VSTO, Silverlight, MVC Active Directory, IIS, DNS Windows 8, IOS and other mobile applications development

Required Skills and Experience

  • Exhibit the Core Values
  • Possess a Bachelor’s Degree or equivalent in a technically related field (i.e. computer science, engineering, IT, etc.)
  • 1 – 3 years’ experience in a technical capacity preferred, but not required
  • Professional demeanor
  • Strong written communications especially related to articulating technical specifications
  • Sound knowledge on concepts of unit testing own code