Job Summary:

The Senior Solution Architect - CRM is responsible for leading the technical architecture and delivery oversight of an on-premises upgrade for Microsoft Dynamics CRM and SharePoint systems. This role focuses on modernizing the Clinic Information Management System (CIMS) by managing upgrade planning, technical validation, cross-functional coordination, and ensuring a supportable, operationally ready solution without migrating to the cloud.

Responsibilities:

- Lead the technical architecture and execution of Dynamics CRM and SharePoint on-premises upgrades.
- Develop and maintain comprehensive technical project artifacts including upgrade approaches, environment strategies, and migration plans.
- Coordinate multidisciplinary teams across development, infrastructure, database, security, testing, and vendor resources.
- Validate upgrade paths and integration models, ensuring compliance with Microsoft supportability requirements.
- Assess and mitigate technical risks, architecture gaps, and delivery constraints.
- Provide technical leadership and hands-on support for Dynamics CRM and SharePoint implementation, configuration, and troubleshooting.
- Prepare and deliver technical briefings, status updates, and decision materials to stakeholders and leadership.
- Oversee migration sequencing, cutover, rollback, and post-implementation stabilization activities.

Required Skills:
- Minimum five years leading IT projects including implementations and upgrades from technical and delivery perspectives.
- Proven experience creating and managing project artifacts such as plans, schedules, and risk logs.
- Leadership of multidisciplinary technical teams involving development, infrastructure, database,



security, and operations.
- Deep hands-on expertise with Microsoft Dynamics CRM (2016 and Dynamics 365 Customer Engagement 9.x On-Premises).
- Extensive experience with SharePoint On-Premises (SharePoint 2013 through Subscription Edition upgrades).
- Strong knowledge of SQL Server, SSRS, Windows Server, Active Directory, IIS, certificates, authentication, and network infrastructure.
- Experience in Dynamics CRM and SharePoint integration, including server-to-server authentication models.
- Proficiency in planning and executing setting builds, data migrations, system testing, and production cutovers.

Desired Skills:
- Experience modernizing complex enterprise applications involving SQL Server, SSRS, Windows Server, and Dynamics-SharePoint integrations.
- Background working in public sector, justice, healthcare, or other regulated environments.
- Relevant Microsoft certifications in Dynamics, SharePoint, infrastructure, security, or solution architecture.
- Strong facilitation, problem-solving, risk management, and executive communication skills.

Rated Criteria:
- Technical Leadership in Dynamics CRM Upgrades - 25 Points
- SharePoint On-Premises Upgrade and Integration Expertise - 20 Points
- Project Planning and Artifact Creation - 15 Points




- Cross-functional Team Coordination and Vendor Management - 15 Points
- Risk Identification and Mitigation - 10 Points
- Infrastructure and Security Knowledge (SQL Server, Windows Server, Authentication) - 10 Points
- Communication and Stakeholder Management - 5 Points

Total: 100 Points Deliverables:
- Validated technical upgrade strategy and comprehensive implementation roadmap.
- Integrated project plan with milestones, dependencies, and resource allocations.
- Current and target architecture documentation with supportability matrices.
- Upgrade approach, environment strategy, and RICE inventory assessments.
- Migration design for Dynamics CRM and SharePoint integration.
- Technical risk register, decision logs, readiness assessments, and remediation plans.
- Detailed migration, testing, cutover, outage, rollback, and stabilization plans.
- Technical recommendations and architecture review materials.

Must Haves:
- Five or more years of experience leading IT projects including technical and delivery aspects.
- Proven ability to create detailed project and technical artifacts.
- Leadership experience managing multidisciplinary technical teams.
- Hands-on expertise with Microsoft Dynamics CRM implementation, development, administration, and upgrades.
- Direct experience leading Dynamics CRM 2016 to Dynamics 365 Customer Engagement 9.x On-Premises upgrades.
- Direct experience leading SharePoint 2013 to SharePoint Subscription Edition upgrades through supported stages.
- Experience modernizing SQL Server, SSRS, Windows Server, and Dynamics-SharePoint integrations for complex enterprise applications.

Public Sector Experience:

Preferred

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