XTIVIA, Inc.

Customer Success Manager

• Guide organizations through the evaluation, design, and implementation of Microsoft Dynamics 365 CE solutions.
• Conduct discovery sessions and requirements gathering workshops.
• Develop actionable project plans and Statements of Work (SOWs).
• Oversee implementation projects to ensure alignment with timelines and functional requirements.
• Utilize Microsoft Power Automate for workflow automations.
• Identify integration points between Microsoft Dynamics and third-party applications.
• Develop tailored training materials and conduct sessions for end-users.

Dynamics CRM Functional Consultant