Microsoft Dynamics CRM Partner: Microsoft Partner and Independent Consultant for Microsoft Dynamics CRM. Microsoft Certified Professional and Small Business Specialist. Project Manager and Business Applications Software Consultant with dozens of business technology implementations for companies large and small. Can help you identify your business process requirements and determine if Microsoft Dynamics CRM can do what you need it to do for management and automation of sales, marketing, customer service, and other industry-specific processes that may involve tracking, reporting, and analysis of relational business data. Scribe Certified Professional: Can help you migrate all of your CRM data from any legacy system without missing a single note. System integration between SQL Server or any other databases / systems like Oracle, AS/400, Lawson Financials, JD Edwards, and even QuickBooks, no problem. Can alleviate manual processes and / or take your automated integration times down from hours to minutes or seconds. Office 365: Exchange Online, SharePoint Online, Lync Online - system setup, migrations from legacy e-mail systems, and administration. Server Upgrades: Upgrades from Windows Small Business Server to latest Windows Operating Systems; decommissioning of on-premise Exchange Servers for Office 365 clients. Managed IT Services: SyncraTec Network Assurance Plan -- will handle all aspects of computer network maintenance for a fixed-price quarterly fee. This service includes strategic I.T. guidance, vendor support, server / pc / laptop workstation support, e-mail support, Anti-Virus, Anti-SPAM, Data Security, Online Backups, etc. System Upgrades: System upgrades from older versions of CRM, Dynamics SL, SharePoint, Dynamics Business Portal. Other: Hyper-V, Custom SSRS Reports

Owner / President @ Microsoft Partner - Silver Small and Midmarket Cloud Solutions - Silver Midmarket Solution Provider Local (Bucks County, PA) provider of Managed I.T. Services. We'll take care of the technology so that you can go about your business. Specializing in Office 365, Data Protection, Backup and Disaster Recovery, Remote Access, and Azure Cloud Services. We also have a growing Microsoft Dynamics CRM consulting practice. We've managed several dozen Microsoft Dynamics CRM system implementation projects large and small. We can get you up-and-running on CRM quickly and efficiently, helping you understand and take advantage of all the system has to offer. We have numerous Microsoft Dynamics CRM certifications, along with partner status, experience, and expertise in ClickDimensions Email Marketing, Scribe Data Migration and System Integration, CWR Mobility, Adxstudio Portals, customization techniques, upgrade processes, and add-ons. From 2004 to Present (11 years) Yardley, PAManaging Partner @ Building a Microsoft Dynamics CRM consulting practice. From January 2014 to Present (1 year 10 months) Greater Philadelphia AreaCRM Consultant @ Assisted with implementation of Microsoft Dynamics CRM 2011, in hosted environment. Migrated data from CRM 4.0 for Field Sales and National Accounts. Separately upgraded another division from CRM 4.0 to CRM 2011. From May 2012 to December 2012 (8 months) King of PrussiaCRM Consultant @ Assisted with global roll-out of Microsoft Dynamics CRM 2011, online deployment. Helped test and promote system integration jobs / customizations from development environment, up through test and production. Ensured source code configuration control utilizating Solutions. Provided guidance on implementation of necessary indexing of key tables and views for large datasets. From September 2012 to November 2012 (3 months) New York, New YorkMS Dynamics CRM Applications Software Consultant @ Implemented Microsoft Dynamics CRM 2011 Online including CWR Mobility deployment for mobile salesforce; System integration with Scribe Software for automatic creation / update of Dealer and Sales Agent Accounts and Warranty Claims to make data more accessible for sales and service users. Automated workflow for managing new dealer activation process. From October 2011 to January 2012 (4 months) San Antonio, Texas AreaBusiness Applications Consultant @ Implemented Dynamics CRM 2011 Online for pharma company call center support environment. Full implementation performed for 20-user business in less than 60 days. Work included business process development utilizing Customer Service Case Management, automated workflows, data migration, end-user training. Currently working on custom SSRS reports using SSRS / Fetch XML technology. From October 2011 to December 2011 (3 months) Yardley, PABusiness Applications Consultant @ Recently performed Dynamics CRM 2011 upgrade from Dynamics CRM 3.0. Implemented Microsoft Dynamics SL back-office accounting and billing applications plus Business Portal 3.0 including data migration, system configuration for Project Controller, Project Allocator, Flexible Billings, and Time and Expense for Projects. Performed upgrade from Dynamics SL 6.5 to 7.0; along with SharePoint Services and Business Portal. Implemented ExactTarget and CRM Innovation / VerticalResponse Direct E-mail Marketing system Developed customer-centric Mortgage Loan QC Analysis and Reporting System CRM applications. Developed Web Site Whitepaper Request Lead Generation system with integration with Microsoft Dynamics CRM. Deployed SQL Server 2005 Reporting Services in SharePoint Integrated Mode allowing Dynamics SL end-users to run back-office reports with single mouse-clicks from SharePoint Document Library. From 2004 to December 2011 (7 years) Moorestown, NJCRM Consultant @ From 2010 to 2010 (less than a year) Business Applications Consultant @ Sunhillo was looking to improve the speed of their internet access and the reliability of their e-mail. The system we implemented, Microsoft Windows Small Business Server 2003 R2, provided for much quicker internet access for all users and Exchange Server 2003 -- an e-mail solution providing for e-mail access from practically anywhere. We migrated all users onto the new network with minimal disruption or loss of legacy e-mail data. We also facilitated the switchover to a new ISP, and relocated Sunhillo's external Web site to a new hosting service. We were responsible for reconfiguring all related DNS records, and we setup additional SPAM filtering, as well as a backup strategy for e-mail for any time when the server is down for any reason. SyncraTec is presently preparing to install Windows Server 2008 and Microsoft SQL Server 2005 Workgroup Edition on a member server, along with Windows SharePoint Services 3.0. From 2008 to 2008 (less than a year) Business Applications Consultant @ Implemented Microsoft Dynamics CRM 3.0, including data migration from legacy systems (Act!). From 2005 to 2006 (1 year) Business Applications Consultant @ Implemented Microsoft Dynamics CRM 3.0 including data migration from legacy systems (GoldMine-SQL, GoldMine-DBF, Outlook, Hoovers, Access, Excel) From 2005 to 2005 (less than a year) Business Applications Consultant @ Implemented J.D. Edwards Sales Order Processing at East Rutherford, NJ manufacturing facility. From 2004 to 2005 (1 year) Senior Applications Consultant @ J.D. Edwards, Business Applications Software Consultant. From 1995 to 2005 (10 years) Business Applications Consultant @ Implemented J.D. Edwards Job Cost Accounting. From 2003 to 2004 (1 year) Applications Consultant @ From 2000 to 2004 (4 years) Business Applications Consultant @ Implemented Sales Order Processing. From 2002 to 2003 (1 year) Business Applications Consultant @ Implemented Job Cost Accounting. From 2001 to 2001 (less than a year) Business Applications Consultant @ Implemented J.D. Edwards General Ledger. From 1999 to 1999 (less than a year) Business Applications Consultant @ Implemented J.D. Edwards General Ledger at PCIServices, Inc. From 1998 to 1999 (1 year) Business Applications Consultant @ Implemented J.D. Edwards Sales Order Processing. From 1997 to 1998 (1 year) Business Applications Consultant @ Implemented J.D. Edwards Job Cost Accounting. From 1996 to 1997 (1 year) Instrumentation & Controls Engineer @ From 1992 to 1993 (1 year) Electrical Systems Engineer @ From 1991 to 1992 (1 year)

MBA @ Rider University From 1995 to 1999 BSEE @ Wilkes University From 1980 to 1984 Ian Smith is skilled in: SharePoint, Microsoft CRM, SSRS, Integration, CRM, Databases, Microsoft SQL Server, Office 365, Windows Server, Small Business Server, Scribe, Data Migration, Project Management, Information Technology, Business Analysis, Email Marketing, Microsoft Dynamics, Servers, Microsoft Dynamics CRM, Cloud Computing, Hyper-V, XML, T-SQL, Business Process, Business Intelligence, CWR Mobility, Solution Architecture, Enterprise Software