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Dynamics CRM Consultant/Senior BSA

Milton, Ontario, Canada
August 13, 2019

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Maximus Li linkedin: Contact: 416-***-****, ON, Canada Email/Skype/Hangouts:

Dynamics CRM Consultant Profile

Dynamics CRM Consultant/Senior BSA with over 15 years industrial experience, including 8+ years Dynamics CRM experience, MS Certified Solutions Expert Dynamics 365, MS Specialist since 2006

Communicate effectively with stakeholders, business, development and change managements teams

Move configuration data across Dynamics 365 for Customer Engagement instances and organizations

Office 365 and Dynamics 365 V9, CRM 2016/2015/2013 Customization and Administration

Experience in Dynamics CRM, SharePoint integration online and Portal Customization

Work on Enterprise Ecosystem of CRM, Portal, Office 365, SharePoint, Data Warehouse, Azure

Proficiency with SQL/T-SQL, C#, ETL tools SSIS, SSRS, KingswaySoft, PowerPack, Power BI, Tableau

Azure Logic Apps and Microsoft Flow, Azure solutions development and integration, Microsoft SQL Azure

Software and development tools: C#, XML, HTML, JavaScript, Visual Studio, TFS, JIRA, Github, Visio, balsamiq

Key Achievements

Successfully deliver over 100 large, small IT projects using Agile/Scrum/Waterfall methodologies

Migrate low data sensitive complex application from Dynamics 365 8.2.x on-premise to Dynamics 9.x online

Work with other teams through full Life Cycle include gather business requirements, developments, architectural design and implement system, integration and migration, production online, operation support

Lead Dynamics 365 and SharePoint 2016 integration for document sharing, management and collaboration


Hitachi Consulting (Ministry Transportation Ontario), Toronto, ON

Dynamics CRM Consultant 2019 03 – 2019 07

Gather Dynamics CRM application dependencies and requirements of Ministry Transportation Ontario

Analyze Dynamics 365/CRM applications of MTO, evaluate application complexities based on government GO-ITS and OPS Technical, Architecture and Security standard

Analyze CRM application architecture, source code, interface, and integrated application components

Review CRM customization development to determine deprecated features in newer versions

Analyze SharePoint as documents management and collaboration layer of CRM, propose data migration

Consult Dynamics CRM 2016/2015/2013 On-premise upgrade to Dynamics 365 Online V9 Migration

Review Data sensitivity of application regard to ability to move to Office 365 or remaining on premises

Analyze business requirements against existing processes for gap analysis and recommend improvements

Comply with Ontario Government and OPS cluster standards, procedures and practices

Develop a set of recommendations including Azure LCS to migrate CRM applications and data to cloud

Tech: Dynamics 365/CRM, Visual Studio, C#, JS, TFS, JIRA, SSDT, SSIS, SSRS, SharePoint, Office 365, SQL, Azure

Beans Technology (Microsoft Partner), Toronto, ON

Dynamics CRM Consultant 2016 12 – 2019 03

Meet decision makers, owners, users to identify goals, prioritize enhancements for CRM and SharePoint

Elicit business requirements and functionality collections, translate clients’ needs to CRM solutions

Work on Visual Studio, Toolkit/SDK, NuGet, XRMToolBox for Plugin, Workflow registration and control

Facilitate Dynamics 365 configuration and customization based on the functional requirements

Rollout cumulative updates migrate Dynamics 365 8.2.x on-premise to Dynamics 9.x online

Manage and deliver multiple projects with priorities, demonstrate professionalism to solve issues

Work on business logic, data integration from Dynamics 365 to Data Warehouse

Generate BI visualization dashboards and reports by SSRS fetch XML, Power BI and Tableau

Provide inputs and recommendations on MS Dynamics capabilities, functions and features

Administrate user, role, security settings, PowerApps for Dynamics CRM applications online

Tech: CRM, Visual Studio, BIDS, C#, HTML, XML, Office 365, ETL, Azure, SQL Server, Power BI, Tableau, XRMTool

Citigroup, Mississauga, ON

Senior Business System Analyst (AVP) 2007 09 - 2016 12

Implement Citi Private Bank Project Sheen for providing support, training over 1,000 CRM users

Ensure CRM applications meet business objectives, fulfill end-user requirements, identify system errors

Improve productivity and efficiency for optimizing Marketing, Sales and Client Service pipeline

Collaborate to design and develop customizations, standards, quality and make recommendations

Design and implement redundant systems, procedures for disaster recovery to ensure data integrity

Deploy and configure Dynamics On-Premise system on Windows Server in AD and Private Cloud

Conceptualize and design technical and integration architecture for Dynamics CRM Online with Office 365, SharePoint, ADX Studio Portal

Improve CRM configuration, customization and security role setting by Out of Box customization tools

Coordinate deliverables from Dynamics CRM and ADX Studio Portal, deploy releases

Perform installation, configuration, integration, test, training, documentation and support for Dynamics CRM

Organize data model to customize system components such as entity, forms, attributes and relationships

Design CRM user interface by Web Resource, Workflow, Plugin to handle business logics and needs

Improve CRM user experience by customizing forms, frames, fields, views, reports, dashboards, charts

Create ETL data migration with SSIS from various data sources, run SSRS to Fetch XML, generate BI reports

Receive Citi Markets and Banking Services Award and RAVE Dazzle Award for excellent contributions

Tech: Dynamics CRM, JavaScript, C#, TFS, SharePoint, Visual Studio, ETL, SSIS, SSRS, SQL, Windows Server, Office

SITEL Corporation (Hewlett-Packard Partner), St. Catharines, ON

Business System Analyst 2005 01 - 2007 09

Participate in business process initiatives and ‘business thinking' to drive standard solutions

Perform pre-sale activities such as proposal presentations and application demonstrations

Create test cases and lead UAT tests to meet clients’ standards and requirements

Identify system changes and specifications, experience in business requirement documentation

Deploy Windows server 2008/2003, MS SQL Server 2008/2005, Office Suite, VMware ESX server

Manage application implementation, migration, upgrade and 3rd party application releases

Develop PowerShell/VBScripts for automation, administrative reports and monitor tasks

Develop PowerShell administrative tools to deliver automation-integrated report (HTML and Excel format)

Work closely with HP as strategic partner supporting HP products such as servers, backup libraries

Receive HP Certificate of Recognition Award and Global Delivery Event Service Award

Tech: Visual Studio, SharePoint, C#, HTML, Java, PowerShell, Office, SQL, Windows Server, VMWare, ESX, SAN

Dana Brake Parts Canada (General Motors Supplier), St. Catharines, ON

System Engineer 2004 06 - 2005 01

Administrate Windows 2000/2003 for domain controllers, member servers, print servers and workstations

Manage Active Directory Forest, Domain, OU, Group Policy, Windows server services, cluster, recovery plan

Cluster Windows 2003 and MS SQL 2005 Enterprise to improve availability and scalability of resources

Modify network topology, deployed Windows 2003 servers and XP workstations, configure VPN

Deploy and install client computers by using Microsoft RIS technology

Adopt quickly to new business domain and technology with passion for learning

Receive Niagara College Computer Program Analyst EASE OF USE AWARD

Tech: Windows Server, Active Directory, Automation, VB Script, Office, Visio, WorkStation, CISCO Router, Switch


Data Science Diploma Metro College of Technology, Toronto, ON

Computer Programmer Analyst Diploma (Co-op) Niagara College, Welland, ON 2002 09 - 2005 01


Microsoft Certified Solutions Expert Business Applications Dynamics 365, Microsoft MCSE 2012/2006 Transcript ID: 720690 Access Code: ruilicanada


REFERENCES Available Upon Request

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