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Microsoft Dynamics Crm Administrator Resume

Long Island City, NY

SUMMARY

  • Dedicated Microsoft Dynamics CRM O365, CRM 2015, 2013, Senior Business and System Administrator. User Interface Configuration Manager, O365, or On - Premises experience.
  • Power BI Specialist, Integrated, Developed Power BI Dashboards with Dynamics CRM
  • Business Requirement gathering, meetings with senior business stake holders to discuss and deliver Dynamics CRM business functionalities.
  • Supporting enterprise CRM Users requirements to develop configure CRM report and views.
  • Working closely with DBA and IT Infrastructure team to monitor overnight CRM related data feed jobs.
  • Monitored daily imports, exception reports reviews to resolve data issues with source.
  • Experience to develop CRM, Workflow, Dialogs, Business Rules, Business Process Flows.
  • SSRS reports experience with SQL BIDS (Business Intelligent Studio).
  • Dynamics CRM Add-in, User Adoption expert. Integrated User Adoption solution that captures CRM User usage statistics and utilization by department.
  • CRM enhancements, standardized fonts, Tabs, Buttons, Ribbons, Sub-grid Header.
  • Upgrade experienced Microsoft Dynamics CRM O365, CRM 2015, 2013 to CRM 2016. Supported a large team to upgrade from CRM 2015 to 2016 online.
  • CRM integration experience Web Portal, CRM IFD (Internet Facing Deployment) for on-premises deployments.
  • Click Dimensions marketing tool add on expertise to integrate with CRM and then monitor marketing mass emails then writing back end user behavior to CRM for further analysis.
  • CRM performance tuning, troubleshooting, log review expertise. Responsible to maintain and monitor CRM related Synchronization services.
  • Experience to track and resolves Client related CRM, Outlook plugin and Offline client issues.

PROFESSIONAL EXPERIENCE

Confidential - Long Island City, NY

Microsoft Dynamics CRM Administrator

Responsibilities:

  • . Made improvements to CRM using UX to help group customer data in easy to read containers and to remove unnecessary white space on forms and dashboards better use of standardized fonts, Tabs, Buttons, Advanced Find, Sub-grid Header.
  • Enhanced number of System Dashboards, Views, User Interface
  • Developed on-boarding feature that has step by step easy to walk through to bring a new client on-board that sends thank you email, sends shipping a message to forward welcome package to new client
  • Met with business stake holders to gather new CRM functionality requirements then work with team to deliver
  • Worked with Developers team to ensure xRM development is according to the business requirements
  • Decision maker which functionality is possible from Out Of The Box ((OOTB) and which we have to deliver through xRM like C# or JavaScript codes
  • Automated Quote Status if it was closed, open, won or lost. Automated Social Pan Activities to distribute to team on a weekly basis
  • Monitor ERP systems overnight jobs for Dynamics CRM. Created several SSIS packages to update CRM Data daily
  • Responsible to configure Dynamics CRM Business Units, Security Roles, Field Level Security, Access Team and manager different type of CRM users.
  • Created CRM Training Material, trained end user and Trained the Trainers.

Confidential

Microsoft Dynamics CRM Administrator, CRM Customization Manager

Responsibilities:

  • Dynamics CRM 365 Senior Administrator to migrate from CRM 2011 to CRM 2016.
  • Created and trained new feature of CRM 2016 to Nova South Eastern University users.
  • Developed at least twenty-five complex Power BI reports and integrated with Dynamics CRM 2016. Nova South Eastern University wanted to use Dynamics CRM on cloud tables to build Power BI Dashboards.
  • Mapped CRM 2011 data into Dynamics CRM 2016 Account, Contact, Opportunities, Leads, Cases, Activity and number of custom entities.
  • Designed CRM Security (Business Units, Teams, Access Team, and Hierarchy model).
  • Configured Product Hierarchy in CRM, Product, Product Family, Product Bundle
  • Configured Server Side Synchronization with Exchange/Outlook.
  • Daily CRM Project meetings with several international CRM users and development team.
  • Developed number of workflows, dialogs, business process flows, templates these became very helpful to Nova University.
  • Some of the other areas I worked on Word Template, Account and Customer Tier sheet, Entity customization, reports and dashboards.
  • Pipeline Dashboard development for the sales team and executives.
  • CRM sitemap, CRM Ribbon menu adjustments as per business needs.
  • Trained the trainers, created short training video on how to log activities in CRM.

Confidential

Dynamics CRM Senior Administrator

Responsibilities:

  • Mapped Salesforce CRM data into Dynamics CRM Account, Contact, Opportunities, Leads, Cases, Activity and number of custom entities.
  • CRM Security (Business Units, Teams, Access Team, and Hierarchy model).
  • Configured Entitlements, SLA’s Case assignment to an appropriate CRM Queue.
  • Client Services Entitlements, SLA, Case automation through CRM workflows.
  • Configured Product Hierarchy in CRM, Product, Product Family, Product Bundle
  • Configured Server-Side Synchronization with Exchange/Outlook.
  • Configured Social Insights view for Account and Contact entity. Created step by step guide on how to integrate Social Insight View with Dynamics CRM.
  • Working with 3rd party vendor to integrate Telephony system with Dynamics CRM 365. Call centers integrations throughout the globe. Customer calls are recorded, searched, updated, alert sent to customers/internal team using Microsoft Dynamics CRM.
  • In addition to this, each call recorded in CRM for incoming outgoing data integration with Dynamics CRM
  • Daily CRM Project meetings with several international CRM users and development team.
  • Developed number of workflow diagrams to map Confidential existing business flows into Microsoft Dynamics CRM O365 workflows, dialogs and business process flows.
  • Created Word Template Account and Customer Tier sheet to snapshot a company profile. Sales lead uses prior to meeting with client.
  • Trained the trainers, created short training video on how to log activities in CRM.
  • Pipeline Dashboard development for the sales team and executives.
  • Customized CRM UI’s, Sub-Grids, Data modeling, SSRS reports, and charts.
  • CRM sitemap, CRM Ribbon menu adjustments as per business needs.
  • Review daily exception reports; investigate issues work with team to resolve issues.

Confidential

Dynamics CRM System Administrator

Responsibilities:

  • Reviewed Maine Department of Health and Human Services Department to deploy Microsoft Dynamics CRM O365.
  • Mapped data from Flexi, Melina and Copax to Dynamics CRM O365 On-line.
  • Created number of SSIS/Kingswaysoft packages to migrate data from Flexi, Melina, Copax, Excel files, CSV files
  • Created number of workflow diagrams to map their existing business flows into Microsoft Dynamics CRM O365 workflows, dialogs and business process flows.
  • Review daily exception reports; investigate issues work with team to resolve.
  • Fulfil daily CRM View requests for the sales team. Export CRM data to xls and PDF for the sales team.
  • Created Word Template Account and Customer Tier sheet to snapshot a company profile. Sales lead uses prior to meeting with client.
  • Worked with UAT, QA team to test requested functionality and to help resolve bugs.
  • Created short training video on how to log actions in CRM as an activity, how to setup meetings.
  • Configured Pipeline Dashboard for the team led and company executives that showed trends over time.
  • Developed, CRM UI’s, Sub-Grids, Data modeling, SSRS reports, charts.
  • Designed CRM Security (Business Units, Teams, Access Team, and Hierarchy model).
  • Expertise on CRM sitemap, CRM Ribbon menu as per business needs.

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