Key Consultant Roles needed for a Successful Dynamics CRM Implementation

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A Microsoft Dynamics CRM implementation typically requires many skill sets, all working in conjunction with one another in order to achieve success. As a CRM implementation normally spans many departments, processes and functions, for most organizations this will be the most complicated software-related project they will ever embark upon.

As a result, the skillsets required to implement a CRM application cover technical, project management and business knowledge functions and include the following:


Role Responsibilities
Executive Sponsor  

To maintain an executive level relationship with the customer and ensure overall satisfaction with the software purchase and subsequent implementation.

Project Manager  

To manage and successfully deliver the Dynamics implementation, and ensure that the scope, resources and budget constraints are balanced.

Solution Architect  

To provide both technical and functional knowledge of the Microsoft Dynamics product being implemented and all related Microsoft technologies required for the implementation.

Application Consultant  

Provides in-depth knowledge of the Microsoft Dynamics application and evaluate the customer’s business processes against the standard Microsoft Dynamics functionality.

Development Consultant  

Provides both technical and functional knowledge of the Microsoft Dynamics application as well as knowledge of development technologies and environments.

Technology Consultant  

Provides technical knowledge of the IT infrastructure and DBMS (database management system) required for successful operation of the Microsoft Dynamics CRM application. Also provides expertise on Microsoft Dynamics tools used for data migration and integration as well as knowledge of related Microsoft technologies.

Test Lead  

Provides the means and measures for testing all different aspects of the solution, both functionally and technically, in order to meet the performance levels and overall quality as required and agreed with the Customer.


Of course, the size, scope and complexity of a Dynamics CRM implementation project will determine the actual composition of the project team, but normally most of these roles are required at some point during the lifespan of a project.

BDO Solutions is a national firm with local practices throughout Canada, including Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. Microsoft Gold Certified Partner and Reseller of the Year in Canada for 2010, 2011 and 2012.

By Ryan Mullaney, Microsoft Dynamics CRM Consultant with BDO Solutions, Canada.

1 thought on “Key Consultant Roles needed for a Successful Dynamics CRM Implementation”

  1. Hi I have important query that I have joined a company which is going to work on Microsoft dynamics crm project question is that what technical knowledge is required because I am a fresher and not good at coding. And what would be future opportunities if I work in the project.Kindly advice.

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