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*Microsoft Dynamice CRM- I* *MMEDIATE- * *Springfield, IL * *4-6 MONTHS * *Critical Skill: Dynamics CRM Online* *Notes* The following solution elements are in scope for this engagement: 1.1.1 Features Microsoft will configure and customize the system to address the stated requirements. The capabilities of the MFP (Money Follows the Person) enrollment management process are: o Ability to manually import web referrals exported from customer facing portal o Ability to track cases, components of which follow a sequential process: · Referral · MFP First Contact and outcomes · Enrollment · Pre-Transition Plan (includes quality requirements below) · Transition · Implementation (365 day period or withdrawal, whichever comes first) · Withdrawal/Disenrollment o Ability to track program quality requirements · F - Face Sheet · G - Medication Chart · H, I, J - Risk Assessment and Mitigation Plan · K - 24 Hour Back up form · L - Personal Resource List o Ability to track Incidents o Ability to track a unique identification number per enrollment / case o Ability to capture case notes o Ability to track scheduled appointments and outcomes including required case reviews, pre-transition staffings, and critical incident reviews o Ability to upload documents (Word, Excel, PDF, etc.) to cases o Ability to transfer cases to different users o Ability to assign users to have view or edit access to cases as needed (“shared cases”) o Ability to support multiple user access types including: · Administrator – full view/edit access to all cases · State Program Supervisor – view/edit access of all cases within the state program (IDOA, DDD, DMH, DRS, Colbert) · Agency Supervisor – view/edit access to all cases for transition coordinators at their agency · Agency Transition Coordinator – view/edit access only to their own cases within one state program · ADRC/MCO – view/edit access to their own cases across state programs Ability to add a lead/referral record from the existing public facing portal to CRM on a scheduled basis. Referrals will be assigned to an identified queue for review based on business rules. 1.1.2 Data Migration As part of this engagement, Microsoft Consulting Services will Import referral and first contacts (10K records), existing participants (2K records) and related form data and document attachments from legacy MFP Application into CRM. 1.1.3 Integration As part of this engagement, Microsoft Consulting Services will: o Push data from CRM into a single Enterprise Data Warehouse store o Pull data from RIN (Recipient Identification Number) web service 1.1.4 Reporting The following reports will be provided: o Weekly Exception report to assist with detection of data quality anomalies o Monthly Exception report to assist with enhanced detection of data quality anomalies o Export data to assist with federal reporting requirements o Native CRM Views to support flat style reporting requirements (example: Aging Enrollments View) *Thanks & Regards* *Dev* *Softsense Solutions* Ph: 309-200-0730 Fax:866-805-2430 [email protected] <[email protected]> Yahoo:devashishpandey31 Gtalk :devashish.recruiter Disclaimer This message is for the named recipient(s) above and may contain confidential, proprietary or legally privileged information of SOFTSENSE. If you have received this message in error, please immediately delete all copies of it, and notify the sender. Do not disseminate this message to anyone if you are not the intended recipient.
