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 organization's 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 post-migration support, analysis and resolution of data-related 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.
  

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