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CRM Technical Consultant


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