MS Dynamics 365 Technical Consultant - 100% Remote

  • Rochester Hills, MI
  • Contract
  • Job ID: MA78-2690930

Our client is seeking an experienced Dynamics 365 technical consultant for a short-term project to begin ASAP with experience in the following:

  • Dynamics 365 administration/development experience in a heavily customized on-premise deployment
  • Experience in implementing sales/marketing processes within Dynamics 365
  • Solid understanding of accessible web design
    ADX Portal integration and ability to create content that interfaces with the website (following look and feel of client website). Ability to upgrade to the latest version of ADX Portals
  • Expert in workflows, adjusting out of the box business processes to meet custom marketing requirements
  • Able to construct views, charts, dashboards to oversee success
  • SharePoint Online integration
  • Power BI/Power Apps experience is a plus!
  • Experience in a nonprofit is nice to have

Project goals: 

  • Implement client marketing/”sales” strategy and follow-up process within the current system and integrate with the current system and processes.
  • Track referrals from social media, Google ads, word of mouth, phone calls, etc.
  • Be able to provide metrics on the process (how many became clients from the referrals/leads) and why did the others not become clients
  • Automate as much as possible with emails, fillable forms that are entered automatically, links sent to request references, medical forms, etc… and attached automatically to the client’s record
  • Document the process
  • Integrate with Portals and client web site
  • Re-engineer security model
  • Assist with final steps of SharePoint integration (Latest version of on-premise Dynamics 365 to SharePoint online)

The Technical Environment: 

  • Dynamics environment is at version on Windows Server 2016 and SQL server 2016
  • Internet Facing Deployment
  • SharePoint Online integration
  • Document Core Pack templates
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