The CRM Technical Consultant will act as a technical SME for customer and internal teams on Microsoft Dynamics CRM projects (implementations, customizations, migrations, and more). The individual may be responsible for one or more aspects of the project including extending Microsoft 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

  • Participate in the design and architecture sessions with the clients, gather and document business processes and requirements for the project
  • Assist with architecting the CRM system, related customizations, portals, and reports to model the client’s organizational process
  • Advise customers on best practices for CRM, development or integration processes
  • Write technical specifications for planned work
  • Create data migration and integration mappings
  • Mock up specifications for our overseas development team, and facilitate the completion, testing and deployment of development projects
  • Install CRM and its related components such as the PowerPack and Scribe.
  • Build the CRM forms, screens, and views, as well as workflows and reports around the customer needs for an interface
  • Guide projects along through daily communications with the customer or project manager
  • Resolve technical issues with servers, authentication, IIS, Exchange, SQL, SRS and other related technologies to CRM
  • Maintain a list of trusted resources for researching technical issues
  • Regular communication with the customer on the status of the issue resolution
  • Estimate the completion of task and gain customer approval
  • Participate 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 Guiding Principles
  • Possess a Bachelor’s Degree or equivalent in a technical related field (i.e. computer science, engineering, IT, etc.) Required.
  • 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