Lead requirements gathering sessions with clients to understand and document their unique business needs.
December 22, 2022
Building the Dynamics 365 forms, screens, and views, as well as workflows and reports around the customer needs for an interface.
December 30, 2022
Demonstrate advanced analysis skills and experience in principles of Dynamics 365 Customer Engagement (CE/CRM) and related technologies to provide detailed reliable options and scoping/estimates for solution implementations.
January 03, 2023
Understanding of the principles, implications and design considerations of the underlying platform aspects of Dynamics 365 solutions.
January 10, 2023
Create documentation for clients, including PowerPoint presentations and Visio workflows regarding functional and technical requirements, design, training, process engineering, etc.
February 24, 2023
Develop analytical and insightful recommendations to meet deliverable targets, and complete project tasks within budget and to customer satisfaction.
February 27, 2023
Provide subject matter expertise to customers including technologies and implementation methodologies to successfully implement CRM solutions.
March 18, 2023
