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CRM Consultant

Location:
Toronto, ON, Canada
Posted:
April 01, 2017

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Original resume on Jobvertise

Resume:

Samuel Ting

Phone: +1-416-***-****

Email: aczlm2@r.postjobfree.com

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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