Scope:
- The Office of the Public Guardian and Trustee (OPGT) requires a solution architect CRM to provide technical leadership for the data migration into Dynamics 365 Customer Engagement (CE) and Finance and Operations (F&O).
Assignment Deliverables:
As a technical leader in the data migration and reporting team you will provide expert guidance into all aspects of the data migration from legacy solutions into Dynamics 365 CE and F&O full and delta load design and implementation and ensure a quality data migration.
Other responsibilities include:
- Lead the development implementation and management of D365 CE and F&O monitoring of the whole system.
- Define the interactions between application packages databases and middleware systems.
- Deliver customizations by defining and implementing entities fields workflows business rules forms and views ensuring they align with the business processes.
- Determine how the Dynamics CRM system will integrate with other systems and applications within the organizations technology landscape.
- Establish security measures to protect sensitive data and ensure proper access control within the CRM system.
- Optimize the performance of the Dynamics CRM system to ensure smooth operation and responsiveness.
- Ongoing Support: lead postmigration support analysis and resolution of datarelated issues or questions; help with optimizing data management processes in the new environment.
- Other duties as assigned.
The Vendor s Personnel will also be required to:
- Complete work and achieve milestones within the assigned deadlines.
- Notify the Cluster/Ministry project Manager in writing of any issues or other material concerns related to the Assignment Deliverables as soon as he/she becomes aware of them
- Submit Deliverables for the Cluster/Ministry approval as they are completed.
- Comply with the Ontario Government and the Cluster/Ministry security procedures and practices
- Comply with the Ontario Government and the Cluster/Ministry architecture/technology standards and best practices
- Comply with the Ontario Government and the Cluster/Ministry Conflict of Interest and Confidentiality Guidelines
- Provide knowledge and skill transfer to a designated Cluster/Ministry staff; and
- Comply with the Ontario Government I&IT Directive Operational Policy on the I&IT Project Gateway Process and other applicable Guidelines Standards and Procedures.
Requirements
Experience and Skill Set Requirements:
Must Haves:
- At least 3 years of recent experience as CRM architect in Microsoft Dynamics 365 CE and F&O implementation data migration and solution integration
Skill Set Requirements:
Mandatory Requirements:
- At least 3 years of recent experience as CRM architect in Microsoft Dynamics 365 CE and F&O implementation data migration and solution integration
Desired Skills and Experience:
- Knowledge of Microsoft Dynamics 365 Customer Engagement (CE) and Finance and Operations (F&O) functionalities and capabilities
- Extensive experience with CRM applications operating systems environments database technologies programming languages and communication protocols
- Knowledge of performance considerations in different environments
- Experience in structured methodologies for the design development and implementation of applications
- Extensive experience in CRM applications analysis and design in large enterprise environments
- Experience in the use of data and process modelling methodologies techniques and tools including a working knowledge of metadata structures repository functions and data dictionaries
- Experience developing enterprise architecture deliverables (e.g. models and documentation)
- Experience in designing developing implementing and maintaining large complex CRM applications workflow processes and dynamic forms.
- Knowledge of integration technologies commonly used with Dynamics such as DataVerse / Common Data Service (CDS) Data Entities and APIs.
- Experience with continuous integration/continuous deployment (CI/CD) processes around DevOps data workflows Synapse workspaces.
- Strong understanding of ETL principles including data extraction transformation and loading processes; knowledge of common ETL design patterns.
- Understanding of data pipeline architectures Azure workflow orchestration tools and concepts related to data ingestion transformation and movement.
Dynamics 365 CE and F&O:
- Knowledge of Microsoft Dynamics 365 Customer Engagement (CE) and Finance and Operations (F&O) functionalities and capabilities implementation configuration customization and operation.
- Extensive experience with CRM applications operating systems environments database technologies programming languages and communication protocols
- Knowledge of performance considerations in different environments
- Extensive experience in CRM applications analysis and design in large enterprise environments
Azure Data Migration/ETL/SQL:
- Experience with the design and implementation of data management strategies within Dynamics CRM data governance policies data quality data migration plans and designing data synchronization processes with other systems.
- Demonstrated experience in integrating various data sources and systems both onpremises and in the cloud using Azure ETL services or other ETL tools
- Demonstrated experience working with Azure Data Factory Azure Synapse workspaces PolyBase including knowledge of pipeline creation data flows integration runtimes triggers and monitoring.
- Demonstrated experience with data manipulation languages (TSQL PL/SQL) data definition languages query performance analysis & tuning
- Demonstrated experience with SQL Server Oracle Azure SQL Databases
- Demonstrated experience with data modeling tools (preferably ERWIN)
- Experience with SSIS SSRS
Dynamics 365 CE Security:
- Demonstrated experience with Dynamics 365 security user profiles Dataverse security concepts and implementation.
- Knowledge of security measures and access controls within the CRM system.
Azure Platform:
- Experience in Azure resource configuration and administration such as Azure Data Lake Blob Storage Key Vault Application Insight resources resource groups and subscriptions.
- Azure cloud certifications
- Demonstrated experience with continuous integration/continuous deployment (CI/CD) tools and processes around Azure DevOps
Experience and Skill Set Requirements: Must Haves: At least 3 years of recent experience as CRM architect in Microsoft Dynamics 365 CE and F&O implementation, data migration and solution integration Skill Set Requirements: Mandatory Requirements: At least 3 years of recent experience as CRM architect in Microsoft Dynamics 365 CE and F&O implementation, data migration and solution integration Desired Skills and Experience: Knowledge of Microsoft Dynamics 365 Customer Engagement (CE) and Finance and Operations (F&O) functionalities and capabilities Extensive experience with CRM applications, operating systems, environments, database technologies, programming languages and communication protocols Knowledge of performance considerations in different environments Experience in structured methodologies for the design, development and implementation of applications Extensive experience in CRM applications analysis and design in large enterprise environments Experience in the use of data and process modelling methodologies, techniques and tools, including a working knowledge of metadata structures, repository functions, and data dictionaries Experience developing enterprise architecture deliverables (e.g., models and documentation) Experience in designing, developing, implementing and maintaining large complex CRM applications, workflow processes and dynamic forms. Knowledge of integration technologies commonly used with Dynamics, such as DataVerse / Common Data Service (CDS), Data Entities, and APIs. Experience with continuous integration/continuous deployment (CI/CD) processes around DevOps, data workflows, Synapse workspaces. Strong understanding of ETL principles, including data extraction, transformation, and loading processes; knowledge of common ETL design patterns. Understanding of data pipeline architectures, Azure workflow orchestration tools, and concepts related to data ingestion, transformation, and movement. Dynamics 365 CE and F&O: Knowledge of Microsoft Dynamics 365 Customer Engagement (CE) and Finance and Operations (F&O) functionalities and capabilities, implementation, configuration, customization, and operation. Extensive experience with CRM applications, operating systems, environments, database technologies, programming languages and communication protocols Knowledge of performance considerations in different environments Extensive experience in CRM applications analysis and design in large enterprise environments Azure Data Migration/ETL/SQL: Experience with the design and implementation of data management strategies within Dynamics CRM, data governance policies, data quality, data migration plans, and designing data synchronization processes with other systems. Demonstrated experience in integrating various data sources and systems, both on-premises and in the cloud, using Azure ETL services or other ETL tools Demonstrated experience working with Azure Data Factory, Azure Synapse workspaces, PolyBase, including knowledge of pipeline creation, data flows, integration runtimes, triggers, and monitoring. Demonstrated experience with data manipulation languages (T-SQL, PL/SQL), data definition languages, query performance analysis & tuning Demonstrated experience with SQL Server, Oracle, Azure SQL Databases Demonstrated experience with data modeling tools (preferably, ERWIN) Experience with SSIS, SSRS Dynamics 365 CE Security: Demonstrated experience with Dynamics 365 security, user profiles, Dataverse security concepts and implementation. Knowledge of security measures and access controls within the CRM system. Azure Platform: Experience in Azure resource configuration and administration such as Azure Data Lake, Blob Storage, Key Vault, Application Insight resources, resource groups and subscriptions. Azure cloud certifications Demonstrated experience with continuous integration/continuous deployment (CI/CD) tools and processes around Azure DevOps