Microsoft Dynamics CRM/CEC Solution Lead

Candidate Description

Specialising in Microsoft Dynamics 365 Customer Engagement, this solution lead combines extensive IT experience with functional consulting, business analysis and enterprise application support expertise. Their career spans financial services, government, consulting, manufacturing, education and property organisations. At a financial services company, they functionally lead CRM/CE enhancements across Sales, Customer Insights and Customer Service. Their platform experience extends from Dynamics CRM 4, 2011 and 2016 to Dynamics 365 online, alongside Power Platform and earlier Dynamics AX environments. Analytical problem-solving, stakeholder engagement and practical solution design underpin their approach to translating business needs into maintainable applications.

Hands-on Power Platform delivery complements their functional leadership, including Canvas Apps, model-driven apps, portals and Power Automate. At a consulting firm, they designed and deployed client applications, enhanced automated flows and assisted transitions to the Dynamics CRM Unified Interface. At a government agency, they led the functional enhancement stream during the CRM 2016-to-Dynamics 365 upgrade, working with four business analysts, a UX designer and a developer. Their responsibilities span configuration, customisation, requirements discovery, interface mapping, data quality, testing and implementation approvals. They also bring working experience with JavaScript, FetchXML, JSON, HTML, SQL, Azure DevOps and VSTS, supported by Agile and Scrum delivery practices. Microsoft certifications in Dynamics 365 Sales, Field Service and Power Platform functional consulting reinforce their product knowledge.

Their leadership style connects business stakeholders, development teams, support specialists and external vendors around shared delivery objectives. At a financial services company, this includes upgrade planning, licensing reviews, system and data governance, risk management and service continuity. Earlier systems administration and infrastructure roles provide a practical foundation for environment management, operational support and root-cause analysis. They support colleagues through training, knowledge sharing and the evaluation of technical alternatives. This combination of functional depth, delivery coordination and operational awareness positions them to strengthen Dynamics 365 platforms while improving user adoption and business processes.