Financial Service Provider
CRM Implementation & Customization

Industry

IT Services / Finance

Role

IT Architect / Technical

Project Manager

Region

Germany

Methodlogy

SCRUM

Teamsize

Duration

8 Months

Technology

Azure, Microsoft Dynamics 365

Introduction

An IT provider aims to implement Microsoft Dynamics 365 to systematically capture and monitor support incidents, improve their efficiency, integrate an automated billing process, and ultimately provide comprehensive customer engagement functionalities.

Job description

Facilitation of requirement workshops and consolidation of business needs
Business process design (BPMN 2.0) and deduction of system specifications
Technical solution concept and presentation of proposed solutions including licensing
Project initiation: project planning, user story creation, capacity planning
Technical Project management & CRM Customizations
Customer onboarding, GoLive & hypercare

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Financial Service Provider CRM Implementation & Customization