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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE
Summary
Certified M icrosoft Dynamics CRM/xRM Consultant (2016/2015/2013/2011) with
t echnical/development background and a highly a daptive m ind. Experienced as
f unctional/technical consultant , b usiness analyst , and solution architect .
E xperienced to l ead and m anage m ultiple f ull implementations of Dynamics CRM
solutions for a variety of business clients. Strong e nthusiasm for designing and
i mplementing e ffective and optimized CRM/xRM solutions.
Certifications
MB2-707: M icrosoft Dynamics CR M Customization and Configuration
MB2-704: M icrosoft Dynamics CR M Applications
MB2-703: Microsoft Dynamics Customization and Configuration in CRM 2013
MCP: Microsoft Certified Professional
Summary of Skills
M ic rosoft Dynamics CR M/xR M (2011 2016)
Requirements Gathering, Business Analysis, Functional and Technical
Documentation
CRM Solution Design, Data Migration and Modeling
CRM Customizations and Configurations
Development of Dynamics CRM Business Process Flow and Workflow
C# .NET Plugin/Frontend JavaScript and SSRS reports Development
Business Process Optimization, Systems In tegration
Technical Skills
Business Software: M icrosoft Dynamics CRM 2016/2015/2013/2011
Reporting: SSRS and FetchXML
P rogramming Language : SQL, JavaScript, XML, and C# .NET
Environments: Windows Server 2012 R2, SQL Server 2008/2012, Windows OS,
U nix
Other Skills: Business Analysis, Customer Service/Management, SDLC, Software
Testing, In-person/Remote Training, Agile Software Development, Business
P rocess Optimization, Systems In tegration, Project Management
MS Apps: Visual Studios, Word, Excel, Visio, Outlook, and Power-Point
Work Experience
CR M Consultant, The Orthotic Group
2016 Aug 2017 Feb
Technology : Dynamics CRM, Dynamics GP, QuickBooks
Lead t he in-house development team on d esigning and d eveloping custom CRM
components
Customize and configure CRM to enhance user experience and r esolve
existing issues
Create C R M Reports and D ashboards based on user requirements
Develop custom front-end components w ithin Dynamics CRM with
J avaScript
Gather and a nalyze b usiness requi rements f rom stakeholders
Manage and t rack existing project tasks and create a p lan for project deliverables
Provide g uidance of best practices to CRM users
Create both f unctional and t echnical d ocumentation for in ternal users,
s takeholders, and technical team
Support users on daily CRM operations
Assist focus group on performing User Acceptance Testing
Provide c ustomized and detailed t raining sessions to non-technical business
users
CR M Consultant, Workplace Safety and P revention Services
2015 Aug - 2016 June
Technology : Dynamics CRM
Collaborate w ith internal project team on d esigning and i mplementing new
CRM functionalities to improve user experience
Assist project management team on gathering b usiness and f unctional
r equirements for upcoming projects as well as developing b usiness
r equirements documents for stakeholders
Design efficient solutions for new components and features
I n tegration between D ynamics GP/Web and Dynamics C R M
Assist data warehouse team on d ata migration f rom l egacy systems to C R M
Create and enhance f unctional and technical documentations for the CRM
system
Work on c ustomization and f ront-end custom d evelopment w ithin Dynamics
CRM
Develop and d ebug custom plugin code using C R M SDK
Test , d ebug , and r esolve technical deliverables for the existing CRM projects
Create and develop U AT test plans and execute u nit and r egression testing
Create and develop t raining documents for internal users
Provide t rain-the-t rainer and c lassroom t raining to core users in CRM
Application Consultant, Atum Corporation
2014 Jul - 2015 Aug
Technology : Dynamics CRM, Dynamics GP
Collaborate w ith the development team and IT analysts to implement medium to
l arge sized MS Dynamics CRM and Dynamics GP solutions
Lead t he project team including developers as the L ead Application
Consultant/Team Lead on multiple Dynamics CRM implementations
Gather functional requi rements f rom different businesses and break i t down
i nto list of t echnical tasks for development team/PM
Analyze clients' b usiness process and d esign efficient and optimal CRM
solutions
Complete c ustomization , configurations, and w ork flow development w ithin
D ynamics CRM
Work with development team to d esign/develop plugins and c ustom coding
components
I n tegrate f rom D ynamics GP/SharePoint to C R M
Design, create, and execute d ata migration plan f rom legacy systems to CRM
for clients
Conduct regular meetings with clients regarding project status updates and
deliverables
Create and develop F unctional , T echnical , and T raining d ocuments
Conduct t esting w ithin CRM by creating organized t est p lans and execute u nit
and r egression t esting
Provide on-site and remote User/Administration T raining
P rojects H ighlights
o B rigil D ynamics CRM 2015 Implementation Lead Business Analyst
o Pelmorex D ynamics CRM 2013 Upgrade Lead Business Analyst and
P roject Lead
o Ma rsh I nsurance D ynamics CRM 2015 Implementation Lead Business
A nalyst
o Ma r ts and Lundy D ynamics CRM 2013 Implementation
o Accur istix D ynamics CRM 2013 Implementation
CR M Consultant, CR M Dynamics Ltd
2013 Dec - 2014 Jul
Technology: D ynamics CRM
Manage client relationships i n a t imely and professional manner
Gather business requirements from clients and negotiate Change Requests
Consult businesses on how to optimize their business efficiency by a nalyzing t he
current business processes and i mproving t heir business process f low with CRM
Design and i mplement solutions for different types of businesses
Customize and configure D ynamics CRM for a variety of business clients
Create p roject plan , m anage multiple projects t hrough software development
l ife cycle, and make sure all deliverables are delivered on t ime and in scope
Work with development team to finish development tasks on time and on budget
Create and execute d ata migration p lans for different clients for migrating data
f rom legacy systems to CRM
Create organized U AT t ranscripts for business users and work with core users
on executing User Acceptance Tests
Documentations to ensure they are clear for both client and internal team to
follow
Pre-deployment testing, UAT, Post-implementation support
Education
Honors Bachelor of Science , U niversity of Toronto S t. George Campus
Computer Science Software Engineering
Social Involvement
Assistant , Under the Banyan Tree, Toronto
Create activities and take care of children who are developmentally disabled
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