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About BDO
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and growth.
Your Opportunity
We are seeking a highly skilled Dynamics CRM/D365 Consultant to join our Solution Operations team. As a key member of our team, you will be responsible for engaging with our customers to understand their business needs and delivering solutions that meet their expectations.
Key Responsibilities
- Ownership and accountability for assigned customers' requests, taking them from intake to closure.
- Leverage knowledge of Dynamics CRM to provide remote client support and consultation regarding technical issues via phone, remote system access, and Microsoft Teams information sessions.
- Troubleshooting issues and reproducing them in BDO's own environment.
- Utilize effective communication and listening skills with customers and colleagues to troubleshoot technology issues and provide guidance/support.
- Participate in other projects as needed.
- Collaborate with other consultants to take requests or incidents to closure.
- Efficiently troubleshoot and problem-solve reported issues, providing and executing an appropriate remediation plan.
- Engage client or project manager where applicable to seek assistance, especially in scenarios involving customer, budget, scope, or timeline concerns.
- Create/update knowledge base entries, technical specifications, or other related documents.
- Exercise leadership through superior technical and domain knowledge.
- Proactively find solutions and manage problems.
- Proactively identify areas for improvement, seek solutions, and make recommendations.
- Remain up-to-date on development technologies, both current and future.
- Ability to provide oversight to support activities, ensuring customer needs are met in a timely, professional fashion.
- Identify next steps, produce action plans, KPIs, and execute on those plans while holding the team accountable through measured performance.
- Perform various other duties as required.
How We Define Success
- You demonstrate BDO's core values through all aspects of your work: Integrity, Respect, and Collaboration.
- You understand your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
- You identify, recommend, and are focused on effective service delivery to your clients.
- You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
- You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
- You grow your expertise through learning and professional development.
Your Experience and Education
Required
- 2+ years of experience supporting Dynamics CRM, preferably a newer version (Dynamics 365, 2015, and/or 2016).
- Experience and comfort level in working with customers remotely by phone and/or video conference.
- Proficiency with Microsoft Windows and Microsoft Office Suite.
Beneficial
- Hands-on experience with product integrations to Business Central or PowerApps is preferred.
- Experience configuring and/or supporting Microsoft Dynamics CRM/D365 and/or its integration with other systems.
- Microsoft Dynamics CRM certification.
General
- Excellent verbal and written communication and interpretive skills - communicating with clients and interpreting their needs will be a daily activity.
- Strong troubleshooting and problem-solving skills.
- Ability to multi-task and strong attention to detail with excellent time management skills.
- Highly organized and able to work well under pressure both from clients and from team members.
- Flexible and adaptable to change - we implement change for diverse clients on a daily basis.
- Self-motivated - learning new skills without prompting is expected.
- Perform as a committed team player. The success of each project depends on the combined efforts of the implementation team.
- Self-motivated. Learning new skills without prompting is expected.