Microsoft Dynamics Crm Consultant Resume
Boulder, CO
SUMMARY
- Over 7+ years of experience in working with Sales, Marketing & Service modules of Microsoft Dynamics CRM 2013, 2015 (On - Premise and Online), 2016 (Online) and Microsoft Dynamics 365.
- Expertise in Microsoft CRM 4.0, 2011, 2013, 2015, 2016 and Dynamics 365 Implementation, Migration, customization and Integration MSCRM web service with JavaScript, jQuery, C# and ASP.Net.
- Highly motivated technology professional with Techno-Management as core competency and relevant combined experience in Project/Infrastructure Management, NOC and IT Operations.
- Effectively estimate work and forecast resource requirements when projects are in the pipeline.
- Enable team members to collaborate on projects and maintain current and accurate project status at all times.
- Proactively identify and resolve potential threats to the success of each and every engagement.
- Functional expertise in Microsoft Dynamics CRM solutions for process streamlining and sales force automation, custom reports/dashboards.
- Good knowledge on Project Service Automation (PSA) using AppSource to enhance automation technology and processes by integrating add-on applications from Microsoft and other resources.
- Hands-on with configuration, customization, client-side scripting, business rules, dashboards of Dynamics CRM and CRM Outlook Client.
- Having deep expertise in customizing Dynamics CRM instances both Online/On-premise. Hands-on experience in creating Entities, Views, Form Designing, Role Based forms, Dashboard, Role Based security, Securities, N:N, N:1 and advanced relationships.
- Able to create UI based workflows, Customize Duplicate Detection Roles, able to export/import manage Dynamics CRM solutions.
- Strong experience in transforming transaction-centric to customer-centric business operations, for financial institutions to achieve 360 customer view and to improve operational efficiencies such as Social & Mobile technologyin liaison with ongoing innovations.
- Deep understanding how to enhance Dynamics CRM system performance and fine tuning.
- Able to develop and create CRM Dashboards, Basic Reports using Report Wizard and also Microsoft SQL Server Reporting Services (SSRS 2012).
- Client-Side/On-Site exposure with consistent customer interaction and team co-ordination.
- Designed and developed Microsoft Dynamics CRM custom workflows to manage security permissions and team sharing.
- Sound knowledge on GAP FIT analysis and best practice of Degree of Fitment for determining requirements in Microsoft Dynamics CRM.
- Worked on business process engineering & software development lifecycle, including analysis, design, development, testing and implementation of software applications.
- Experience in Microsoft Project Plan creation & Agile, Scrum and Sure Step methodologies.
- Testing and quality assurance (System testing, SIT, UAT and Data feed testing).
- Knowledge on QlikView applications for different business-ready solutions.
- Experience in relational databases Such as SQL server, Oracle and Teradata.
- Good experience in creating users, assigning roles & field level security to users in the system.
- Having experience on developing ODATA endpoint on required entities in Dynamics CRM.
- Having experience in creating Sitemaps for an organization using XRM toolbox.
- Handling the end to end cycle of release management with respect to various projects.
- In-depth knowledge of project management methodologies, along with expertise in remote management and offshore project delivery operations.
- Preparation of Functional Specification Document.
- Deep experience in SCRUM environment, worked with Product Owners, Manager & DevOps.
- Worked extensively with Iterative Agile Methodologies, Waterfall methodologies and Test-driven development (TDD).
- Ability to communicate effectively to clarify complex and sensitive information in working with developers for building a bridge between technical & non-technical personnel.
TECHNICAL SKILLS
Packages: Microsoft Dynamics 365 (Online), Microsoft Dynamics CRM 2016/2015/2013 (On-Premise), Microsoft Office, CA Clarity PPM, Microsoft Project, Visual Studio /, Team Foundation Server / 2010, JIRA, Rally, Visual Studio Online, Power BI, Qlik, Visio, Delve, Microsoft SharePoint, Excel Power Pivot, Excel Power Map
Programming &Scripting Languages: C, C++, C#, Core Java, HTML, XML
Operating Systems: Windows 10/8.1/8/7, Windows Server R2/2012
Databases: SQL Server, MySQL, MS Access
Data Tools: SSIS (SQL Server Integration Service), SSRS (SQL Server Reporting Service), Scribe, oData
Methodologies: Agile Scrum and Waterfall
Engineering Management Skills: Project Management Incidence / Change / NOC Operations Mentorship, Training and Development Infrastructure/Application Monitoring Management and Support, Vendor Management
PROFESSIONAL EXPERIENCE
Confidential, Boulder, CO
Microsoft Dynamics CRM Consultant
Responsibilities:
- Worked on developing a plug-in for Dynamics 365 for sales pipeline to increase the sales process with automation and digital intelligence.
- Understood the business and functional requirement and created User Stories, Business Process and CRM Data and Form mapping
- Coordinated geographically distributed Team Onshore/Offshore Model to expedite custom solutions and testing.
- Developed Main View and Single View Dashboards as an extension of Dynamics CRM.
- Created workflows that support transportation management functionality in Microsoft Dynamics 365 for Finance and Operationsand receipt of the inbound load.
- Developed Duplicate detection rules to prevent Duplication in Cross entities.
- Leading and/or participating in discovery analysis meetings with the client to understand current business processes that need to be incorporated into Dynamics 365.
- Conduct detailed analysis sessions with end users.
- Configured and implemented CRM functional and application modules, encompassing account and contact management and commission management.
- Engaged in implementation of Project Service Capabilities in Dynamics 365 to provide end-to-end solution that helped sales and delivery teams on billing and budgeting in project based contracts.
- Configured steps to ensure the Project Service Automation solution coordinates with the business solution.
- Creating documentation to define workflow and requirements and implementing custom workflows into business process.
- Implementation of custom MS Dynamics 365 plug-ins and workflows.
- Development of various CRM-related scripts and utilities.
- Extending Microsoft Dynamics 365, MS Dynamics CRM Functionality through the SDK.
Environment: Microsoft Azure Platform, Dynamics CRM 2015 online, Dynamics 365 Migration, SQL Azure, SSIS, Power Shell Scripting, Visual Studio and TFS
Confidential, Austin, TX
Microsoft Dynamics CRM Consultant
Responsibilities:
- Interacted with the client, user and stakeholders to gather the business requirements.
- Worked on preparing the test lab guides to add Dynamics 365 to Office 365 to the test environment.
- Worked on unit testing the field services for Dynamics 365 by master service call, optimizing schedules and using predictive tools to increase profit.
- Written code for automation testing using PowerShell scripts to test assignments Dynamics 365 licenses and systems administrators.
- Performed unit testing on applications for Dynamics 365 and developed systems and user documentation for the web products specialized in mobile development.
- Created test cases and link test cases to User Requirements using TFS.
- Prepared Traceability matrix to manage and track requirements and test cases and gathered requirements from the users and documented into specification that helped the development team to implement those requirements.
- Ensured that the data in CMDB (Configuration management database) is accurate for effective Change & Incident Management.
- Created Dynamics CRM Form, Views, report mock up, Security Role matrix, SSRS Reports as part of initial phase of the project and customer demos.
- Managed all aspects of systems management, administration, and operations of large-scale web and SQL based services by leading a worldwide team of skilled build engineers involved in Infrastructure changes, SQL upgrades, Server migrations, Storage & Network migrations.
- Created Test Cases and Link test cases to User Requirements using TFS.
- Created Security Role, Browser Matrix to test Dynamics CRM cases.
- Scheduled financial reports that are generated regularly and exported to the read-only XPS format, which provides better document security through digital signatures.
- Verify plug-ins and Workflow functionalities to the business scenarios.
- Gap/Fit Analysis for Microsoft Cloud CRM Project. Trained and supported system end users and technical staff.
- Participated in release planning and scheduling changes with the Infrastructure teams.
- Participated in knowledge transfer to customers and develop and maintain effective customer relationships.
Environment: Microsoft Azure Platform, Dynamics CRM 2015 online, Dynamics 365 Migration, SQL Azure, SSIS, Power Shell Scripting, Visual Studio and TFS
Confidential, Austin, TX
Microsoft Dynamics CRM Consultant
Responsibilities:
- Gathered business requirements upon clients and users’ goals.
- Provided degree of fitment analysis on determining requirements for Out of Box, Configuration, Customization, ISV Add-Ons, Integration/Plug-ins and Workflows.
- Implemented Dynamics CRM process using Marketing, Sales and Service entity modules using various components of Managed and Unmanaged solution, XRM custom components using plugins (C#), workflows, Dashboard/Reports etc.
- Installed and configured MS Dynamics CRM 2015 system for development and testing and configured server instance.
- Created Entity customization, Relationships defining Entity Data Model.
- Developed custom web pages to retrieve and update data in MS CRM.
- Created UI Workflows, Dialogs, Security Roles and Privileges.
- Involved in Data migration from Microsoft Dynamics CRM .
- Exported existing customers, vendors and accounts to an Intuit Interchange Format (IIF) file, supported by QuickBooks data migration, to upload into MS Dynamics CRM.
- Participated in QuickBooks Data Migration extension including default mapping of QuickBooks data so that users can still use the existing data for new Dynamics implementation.
- Worked on report formatting involving financial data, creating a rich auditable Microsoft Dynamics ERP system.
- Customized forms, Views and Work flows in Microsoft Dynamics CRM.
- Created Test cases, defects/bug tracking and deployed Web Resources, Client Extensions, Ribbons & Site Maps.
- Tested Dynamics CRM forms, form layout, business rules in web and outlook platform.
- Helped testing team in preparing test cases for Dynamics CRM 2013 and Analysing the bug if it is Dynamics CRM 2013 upgrade related bug or code related bug and also Microsoft Bug.
Environment: Dynamics CRM 2015 online, Dynamics CRM 2015 Online, UI Design, Data Mining and Migration, SQL Azure, SSIS, Visual Studio and TFS.
Confidential, Peoria, IL
Microsoft Dynamics CRM Consultant
Responsibilities:
- Analyzed the business requirements and advised feasible solutions to achieve business goals.
- Developed Plug-ins in CRM to facilitate complex business rules and validate data, create events and automate marketing services.
- Maintain MS Dynamics CRM solutions/organization in all Environments. Maintenance includes DR/backup, automate deployment of MS Dynamics CRM managed solutions, import/export managed/unmanaged solutions/organization, performance tuning.
- Provided estimation of MS Dynamics CRM 2013 implementation, Performance Tuning and implementing of industry standard best practices in MS CRM.
- Developed workflows to automate various business processes.
- Worked closely with project/Operations Manager(s), Client SMEs and Business users to facilitate KT sessions.
- Implemented Dynamics CRM for Verticals with respect to professional services mainly designing of ticketing system and Sales process design using workflows.
- Developed Managed and Unmanaged solutions in Microsoft Dynamic CRM to support enhancements and published customizations to system.
- Developed scribe integrations with other Applications to pull data from Online MS Dynamics CRM to local database for analytics and reporting.
- Created security roles and users accordingly in the system based on roles.
- Perform one to one requirements gathering session with Business users and prepared the Enhancements lists.
- Collected existing infrastructure information including Active Directory, SQL server, Reporting Server instance for implementation of MS Dynamics CRM 2013 system.
- Customized various system entities and created custom forms, custom fields, custom views etc.
Environment: MS Dynamics CRM 2013, MS Dynamics CRM SDK 2013, Visual studio 2012, Active Directory, CRM server, Dashboards, SSRS 2008 R2, XRM Toolbox, XML.
Confidential
Associate Systems Analyst
Responsibilities:
- Installed and configured MS Dynamics CRM 4.0 system for development and testing, configured server instance, created organizations.
- Collected existing infrastructure information including Active Directory, SQL server, Reporting Server instance for implementation of MS Dynamics CRM 4.0 system.
- Generated various reports with drilldowns, calculated members, dropdowns from the cubes by connecting to Analysis server from SSRS.
- Discussed the requirements with end user and propose solutions to achieve business goals.
- Develop plug-ins to synchronize/update payment details to CRM system.
- Prioritized, driven and documented results related to quality for activities such as control plan execution, product acceptance and containment (hold), work instruction execution, documentation review, etc.
- Performed First Article Inspection and Part qualification testing.
- Used CMM and vision system (OGP), soft gaging, and other applicable test equipment.
- Used SSIS Import data into the system using multiple sources.
- Applied statistical methodologies for investigative activities on defect resolution.
- Handled the offshore Testing team in terms of test cases, help them on understanding the CRM Functionality and to analyse bugs.
- Design and Develop Complex ERM to describe the relation between Different custom and system entities.
- Writing workflows, configuring security roles, views, forms etc.
Environment: Microsoft Office, Microsoft Project, Visual Studio 2010, Team Foundation Server 2010, Excel Power Pivot, Excel Power Map.