Julie Dillon

About Julie Dillon

I\'m a Microsoft Community Summit NA 2025 Speaker (October 19-23 in Orlando): Dynamics Marketing - How to Configure and Measure Marketing ROI ** Accomplished Senior Functional Consultant and Solutions Architect with 15 years of expertise in Microsoft Dynamics CRM. My career has also been shaped by my experience in various marketing roles, including Marketing Manager. This unique background allows me to bring a rare and invaluable perspective on how marketing teams can strategically harness the full potential of the CRM alongside their marketing automation tools. My deep understanding of both CRM and marketing domains has positioned me as a leading authority in the field. 15 years in Microsoft Dynamics CRM with Marketing Automation Expertise 10 years as a Dynamics CRM Consultant; project lead for several full-cycle deployments. 4 years specializing in Dynamics Marketing App, Marketing Automation (Customer Insights - Journeys) 10 years specializing in ClickDimensions Marketing Automation Platform 15 years in solutions architecture and extensive configurations within Dynamics CRM 8 years working with an offshore business model and cross-functional technical teams. 10 years of experience as a Marketing Manager and Consultant, with expertise in Adobe Creative Suite and a strong track record of leading successful email and multi-channel marketing campaigns 10 years working on projects with integrating systems, including F&O, BC, GP, and other ERP systems, including Magento integration Marketing systems expert and broad project experience in Dynamics CRM, including Marketing Apps, Sales Module, Omnichannel/Contact Center (SMS), Field Service, Service Module and Power BI->Driven by a passion for developing systems that improve business operations->Copilot/AI thought leader and enthusiast

Experience

1. Sr Ce Crm Functional Consultant Solutions Architect - Microsoft Dynamics Ce Crm D365

   Synoptek

   Feb 2019 — Present

   Full Cycle Deployments*Leads comprehensive CE/CRM deployments across manufacturing, distribution, and financial sectors for both B2B and B2C companies. Responsible for gathering requirements and crafting solution design documents. Acts as the functional lead and solutions architect, guiding multi-functional teams. Develops go-live checklists, deployment plans, and training strategies. Key modules include Sales, Service, Marketing, Product Information Management (PIM), and XRM, with integrations involving Business Central, Sage 300, and Magento. Manages smaller projects as a PM, overseeing budgeting, scoping, and change orders.*Enhancement Projects/Marketing Automation Specialist*Spearheads CE/CRM enhancement initiatives for a nationwide B2C home improvement company. Focus areas include Sales, Omni-channel (SMS), Marketing, and Field Service. Serves as the lead solutions architect for various XRM enhancements, known for devising innovative solutions. Works alongside B2B and B2C marketing departments for lead process (MQL, SQL), UTM tracking, integrations with third party systems using API’s and reporting.Other enhancement projects encompass Sales, Survey, Service, and Marketing modules, including Customer Insights-Journey, Real-Time Marketing (Dynamics Marketing), and ClickDimensions. Experienced in transitioning from Outbound to Real-Time Marketing Modules.*Presales - Speaker - Trainer*-Engaged in presales activities, including product demonstrations, project scoping, and drafting Statements of Work (SOWs)-Presented at MS Summit 2024 on \"How to Configure and Measure Marketing ROI in CE/CRM.\"-Effectively collaborates within an onshore/offshore operational model and has experience training junior staff.

Education

• Texas A&M University

  BS