Microsoft Consultant - PracticePro 365

About PracticePro365:

PracticePro365 delivers cutting-edge, cloud-based solutions tailored to professional service firms. By integrating business management, practice management, and CRM functionality into one comprehensive platform, we empower our clients to streamline operations and achieve their goals. 

We are looking for a skilled Microsoft Consultant with strong technical proficiency, consulting acumen, and a client-first mindset. The ideal candidate will have experience with PowerBI, SQL databases, semantic models, CRM systems, Microsoft Dynamics environments, and Microsoft Cloud Solution Provider (CSP) licensing. This role involves collaborating with clients to deliver tailored solutions and supporting them throughout implementation and beyond. 

Role Summary:

As a Microsoft Consultant, you will serve as a trusted advisor to clients, providing expert guidance on technical implementations, system customizations, and business intelligence solutions. You will combine consulting skills with technical knowledge to deliver impactful solutions that meet client needs, ensure successful adoption, and foster long-term relationships. 

Key Responsibilities:

• Act as a trusted advisor, working closely with clients to understand their unique business needs, challenges, and goals. 

• Conduct detailed

  needs analyses

  and recommend tailored solutions that align with client objectives. 

• Provide guidance on

  best practices

  for system implementation, business intelligence, and ongoing management. 

• Build strong, long-term client relationships through effective communication and a focus on delivering value. 

• Facilitate

  discovery sessions

  to identify opportunities for system enhancements and optimization. 

Technical Implementation and Data Management:

• Oversee

  data cleaning and import

  processes to ensure accurate and seamless integration of client data. 

• Manage

  environment provisioning

  and

  solution import

  for Microsoft Dynamics 365 and other tools. 

• Design and implement

  SQL databases

  and

  semantic models

  to enhance reporting and analytics capabilities. 

• Customize and configure

  PracticePro 365, Microsoft Dynamics, PowerBI, and Power Automate

  to align with client workflows and operational requirements. 

• Develop and deploy

  PowerBI dashboards

  to deliver actionable business insights. 

• Conduct

  post-go-live data imports

  to finalize system readiness and ensure smooth client operations. 

Client Support and Customization:

• Triage new support tickets

  and collaborate with clients to resolve issues efficiently. 

• Manage user onboarding, additions, and modifications, ensuring permissions and account settings are accurate. 

• Implement

  basic solution customizations

  to meet evolving client requirements. 

• Serve as a liaison between clients and the development team to address

  environment updates

  and advanced customizations. 

• Oversee

  Microsoft CSP licensing

  to ensure clients have the correct solutions and configurations. 

Business Intelligence and Reporting:

• Build interactive

  PowerBI dashboards

  integrated with client data for real-time insights and reporting. 

• Optimize

  semantic models

  for performance and scalability in business intelligence applications. 

• Define and implement

  KPIs

  and other key metrics tailored to client needs. 

• Educate clients on leveraging business intelligence tools for strategic decision-making. 

Training and Knowledge Transfer:

• Deliver comprehensive

  pre- and post-go-live training sessions

  to enable effective solution adoption. 

• Conduct workshops and webinars on

  CRM usage, PowerBI reporting, SQL data management

  , and best practices. 

• Provide tailored technical support and documentation to clients, ensuring clarity and usability. 

Client Engagement and Sales Support:

• Manage the

  PracticePro365 CRM

  , maintaining accurate records of leads, opportunities, and client interactions. 

• Conduct

  preliminary and onsite client demos

  , showcasing PracticePro365’s features and benefits. 

• Partner with the sales team to assist in

  client follow-ups

  , scheduling, and technical inquiries. 

• Represent PracticePro365 at conferences, webinars, and events as a

  technical expert

  and brand ambassador. 

Qualifications:

Bachelor’s degree in Information Technology, Business Analytics, Computer Science, or a related field. 

• 3+ years of experience in consulting, implementation, or client support roles. 

• Demonstrated success in

  consulting engagements

  , with a focus on delivering value-driven solutions. 

• Proficiency in

  PowerBI, SQL databases

  , and

  Microsoft Dynamics 365 CRM systems

• Experience managing

  Microsoft CSP licensing

  and cloud-based solutions. 

• Familiarity with

  data modeling techniques

  , semantic layers, and business intelligence tools. 

Technical Skills:

• Proficiency in

  PowerBI

  for creating and deploying dynamic dashboards and reports. 

• Advanced knowledge of

  SQL Server

  , including database design, queries, and optimization. 

• Hands-on experience with

  Microsoft Dynamics environments

  and CRM customizations. 

• Proficiency in

  Microsoft Azure

  and related cloud-based services. 

• Strong knowledge of

  ETL processes

  and data integration techniques. 

Consulting and Communication Skills:

• Excellent interpersonal skills with a proven ability to build rapport and maintain trust with clients. 

• Strong written and verbal communication skills to translate technical concepts into actionable client solutions. 

• Effective at facilitating

  discovery meetings, workshops, and presentations

  to drive client engagement. 

• Demonstrated ability to manage client expectations and deliver exceptional results in complex projects. 

Problem-Solving and Organizational Skills:

• Analytical thinker capable of diagnosing and resolving technical and operational issues. 

• Strong organizational skills with the ability to manage multiple projects, deadlines, and competing priorities. 

• A proactive, self-motivated approach to problem-solving and continuous improvement. 

Key Competencies:

• Client-Centric Focus:

  Dedicated to understanding and exceeding client expectations. 

• Analytical Thinking:

  Skilled in data interpretation and delivering actionable insights. 

• Technical Proficiency:

  Committed to staying at the forefront of Microsoft technologies and business intelligence trends. 

• Collaboration:

  Thrives in team environments, fostering positive relationships across departments and with clients. 

• Adaptability:

  Excels in a dynamic, fast-paced environment with evolving client needs and priorities.