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# CRM Strategy & RFP Advisory Consultant

- **Company:** VDart, Inc.
- **Location:** Plymouth, MN, United States
- **Experience:** Expert
- **Contract:** Permanent contract
- **Skills:** Microsoft Dynamics CRM, Microsoft Dynamics, Microsoft SQL Server, Microsoft SharePoint, Systems Integration, Data Archiving Service
- **Published:** August 30, 2026
- **Apply:** https://www.careerjet.com/jobad/us824f6c5d697e1040e77d7e0f25ec4c21

## About the Role

* 7+ years of Business Analysis, CRM Consulting, Project Management, or Solution Advisory experience.
 * Strong Microsoft Dynamics CRM/Dynamics 365 background.
 * Experience leading software modernization, migration, or transformation initiatives.
 * Ability to gather requirements, facilitate workshops, and document future-state recommendations.
 * Strong stakeholder management and executive communication skills.
 * Experience developing RFPs, vendor evaluations, and implementation roadmaps.

Preferred Qualifications

 * Dynamics CRM 8.x and Dynamics 365 migration experience.
 * Experience with SharePoint, SQL Server, workflow automation, integrations, and legacy system modernization.
 * Consulting experience evaluating technology strategy and implementation options.
 * Ability to operate independently and guide executive-level decision making.

## Description

Seeking a senior CRM Consultant / Business Analyst / Project Manager to help evaluate the future of its Microsoft Dynamics CRM environment and lead the development of an RFP for a long-term modernization initiative.
Responsibilities

 * Lead stakeholder interviews and discovery sessions across business and technical teams.
 * Assess the current Microsoft Dynamics CRM 8.2 environment, integrations, workflows, reporting, and dependencies.
 * Evaluate future-state options including Dynamics 365 migration, new cloud implementation, hybrid approaches, and data-archiving strategies.
 * Identify risks, timelines, business impacts, and decision points.
 * Develop and manage the CRM modernization RFP process.
 * Define vendor evaluation criteria and support vendor selection.
 * Provide project management, documentation, meeting facilitation, and executive status reporting.


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