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Dynamics Crm And Power Bi Manager Resume

Redlands, CaliforniA


Dynamics CRM and Power BI Manager. 7 years experience in CRM/xRM, and 8 in general Technical Project Management. I connect the functional side from Finance and Operation to execute what’s technically and practically needed to collect and present insights. I have had several experiences with difficult, yet successful, launches. I find it key to listen early, and proactively lean into potential issues and opportunities.


Confidential, Redlands California

Dynamics CRM and Power BI Manager


  • Dynamics CRM 365, 2016, 2013 xRM, on - premise File Share, SharePoint, Act-On, Cognos, Askia, Excel Addins
  • 400 Users, 5 Offices, Managing 2 IT support staff, and a network of 50 Power Users/Champions
  • Power BI EM1 Lead and Report Designer, OData, SQL, Google Docs, Social Media
  • 3rd Party negotiating, vendor selection, coordinating design specs, UAT, etc
  • Migration from on-premise to Cloud, Project Schedules/Work Breakdown Structures for launch plans
  • Licensing investigations for Dynamics and Power BI
  • Roadmaps for new platforms and investigating blue sky
  • Financial Reporting, and designing and supporting bespoke needs from accounting and finance/forecasting
  • Presentations and Training sessions for groups of 50+ people
  • Governance coordination with global leadership, to set expectation, priorities, and internal Comms
  • Discovery leader for gathering functional needs, coordinating approvals
  • Project Management process consulting, to streamline SOP and new initiatives

Confidential, Los Angeles, CA

One System Manager


  • Migrated from 2016 on Premise to D365.
  • With integrations with Finance systems, Excel C# addin, Marketing platforms, File Share, Customer sat surveys, and GDPR platform.
  • Also responsible for the Business Intelligence across multiple data sources, and internally selling Power BI EM1, to provide self service reporting.

Project Manager



  • CRM implementations above overlap. Other engagements include SharePoint, Access Databases, Excel templates, etc.
  • Also, vendors for new Market Research tech, including web traffic tracking surveys, BlueKai, Askia, Brand Builder, Desktop Reporter, e-Tab, Auto-Charting, the Hub Client Portal and Dashboard, etc.

Energy Auditor



  • I surveyed business facilities for energy efficiency, on behalf of the Confidential .

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