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Job Title: Solution Architect - CRM - Senior

Location: Toronto, Ontario, Canada

Work Model: Hybrid

Duration: 3 months

Project Description

ON-PREMISES FOCUS: This role supports an on-premises to on-premises upgrade. Migration to Microsoft cloud services is not in scope at this stage.

The Senior Microsoft Upgrade Specialist will provide hands-on technical leadership and overall delivery oversight for the Clinic Information Management System (CIMS) upgrade. The role will lead and validate the on-premises modernization of Microsoft Dynamics CRM and SharePoint, including related SQL Server, SSRS, Windows Server, authentication, infrastructure, integration, environment, migration, and cutover dependencies.

The specialist will work across technical and project delivery streams to establish the upgrade approach, coordinate multidisciplinary teams, create the required project and technical artifacts, validate vendor recommendations, resolve technical gaps, and ensure the target solution is supportable and implementation-ready.

Must Haves

  • Experience five years or more:
  • Experience with leading IT projects (new implementation, upgrades) from technical and overall delivery perspective.
  • Experience with creating project artifacts (project plan, schedule, etc.).
  • Experience with leading technical teams (development, infrastructure, etc.).
  • Experience with creating technical project artifacts (approach, environment strategy, RICE, etc.).
  • Experience with MS CRM (implementation, development, administration, upgrade).
  • Direct Experience with Complex Solutions that include Dynamics/SharePoint Integrations including:
  • Direct experience leading Dynamics CRM 2016 (8.x) to Dynamics 365 Customer Engagement 9.x On-Premises upgrades.
  • Direct experience leading SharePoint 2013 to SharePoint Subscription Edition upgrades through supported intermediate stages.
  • Customization and Integration(s) between Dynamics /SharePoint:
  • Experience modernizing SQL Server, SSRS, Windows Server, and Dynamics-SharePoint integrations supporting complex enterprise applications.

Description / Responsibilities / Skills

Key Accountabilities

  • Validate the upgrade paths for Dynamics CRM 2016 to Dynamics 365 Customer Engagement 9.1 On-Premises and SharePoint 2013 to SharePoint Subscription Edition.
  • Provide technical leadership for SharePoint On-Premises farm architecture, upgrade planning, database migration, patching, integration, and operational readiness.
  • Assess infrastructure, database, security, identity, authentication, certificates, service accounts, network, integration, and application dependencies.
  • Confirm Microsoft supportability requirements, supported platform versions, prerequisite software, required patch levels, licensing considerations, and target-state configuration decisions.
  • Validate the transition from the current Dynamics and SharePoint client-to-server integration to the required server-to-server integration model.
  • Challenge assumptions and vendor recommendations where required and provide independent technical assurance throughout the upgrade.

Success Measures

  • The on-premises target architecture, versions, prerequisites, patch levels, integrations, and licensing considerations are validated and documented.
  • Cutover, outage, staffing, rollback, and stabilization requirements are confirmed before production implementation.
  • LAO receives independent technical assurance that the proposed CIMS upgrade is supportable, achievable, and operationally ready.

Deliverables

  • Validated technical upgrade strategy and implementation roadmap.
  • Integrated project plan and schedule with milestones, dependencies, resource needs, and decision points.
  • Current-state and target-state architecture documentation and supportability matrix.
  • Upgrade approach, environment strategy, and RICE inventory and assessment.
  • Dynamics CRM and SharePoint integration migration design.
  • Technical risk register, decision log, readiness assessment, and remediation plan.
  • Detailed migration, testing, cutover, outage, rollback, and stabilization plans.
  • Recommendations, and architecture review materials.

Experience & Skill Set Requirements

Required Skills & Experience

  • Deep hands-on experience with SharePoint On-Premises, including SharePoint 2013, SharePoint 2016, and SharePoint Subscription Edition.
  • Experience delivering on-premises to on-premises Microsoft platform upgrades without relying on a cloud migration as the target solution.
  • Strong technical knowledge of SQL Server, SSRS, Windows Server, Active Directory, IIS, certificates, service accounts, authentication, networking, backup, recovery, and high availability.
  • Experience with Dynamics CRM and SharePoint integration, including server-to-server authentication and the modernization of legacy integration models.
  • Experience planning and leading environment builds, data and database migrations, system testing, performance validation, production cutovers, rollback, and stabilization.
  • Strong leadership, facilitation, problem-solving, risk management, documentation, and executive communication skills.

Preferred Experience

  • Experience working in public-sector, justice, healthcare, or other highly regulated environments.
  • Relevant Microsoft certifications in Dynamics, SharePoint, infrastructure, security, or solution architecture.

Education

  • University degree in Information Technology, Computer Science, Engineering, or a related discipline, or an equivalent combination of education and directly relevant experience.