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Houston, TX
December 05, 2019

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Gaurav Mahajan


(MB2-715) Microsoft Dynamics 365 for Deployment

(MB2-716) Microsoft Dynamics 365 Customization and Configuration.

(MB2-717) Microsoft Dynamics 365 for Sale

(MB2-718) Microsoft Dynamics 365 for Customer Service.


Having 7 years IT experience in Software Design and Development on Microsoft Dynamics CRM 365

Extensive experience in Microsoft Dynamics CRM Development and Deployment.

Successfully integrated Unified Service Desk (USD) with Dynamics Platform for Health care Industry.

Create Custom host control in dynamics CRM.

Worked on events and actions in custom host controls in USD.

Worked on Creating DLL’s for USD deployment.

Good experience integrating external data (bi-directional) with Dynamics Platform.

Integrated Power BI with Dynamics CRM for enhanced Reporting system.

Worked with Click Dimension for Email Marketing and campaign automation with trigger and series.

Extensive experience in Microsoft Dynamics CRM Development and Deployment.

Worked in functional areas of Contact Management and Data Collaboration design development and deployment using CRM Technology.

Involved in gathering user requirements, understanding existing business model and customer requirements to get the development work done in time.

Instrumented all phases of Software Development Life Cycle including Analysis, Design, Development and Testing.

Utilized methodologies such as Agile and Scrum along with SDLC implementations.

Design and integrate business processes and data flows between CRM applications.

Implement and deploy Microsoft Dynamics CRM 365.

Understand client functional requirements.

Perform gap analysis between client requirements and functionality within Microsoft Dynamics 365.

CRM Experience in using reporting tools like Crystal Reports, SSRS.

Experience in designing and supporting business processes, Marketing, Customer service and Sales.

Coordinated with Client in solving the issues related to functional and Development.

I also have experience to configure CRM Visualization hierarchy, Rollup fields, calculated fields, business process flow, Access Team security settings.

Migration of Data and Upgradation from 2013 on-premise to 2016 on-premise using redeployment method.


Master in CS Dec 2016

Lamar University, Texas

Bachelor in IT May 2012

PTU, India


Dynamic 365 CRM Solution Developer April 2019- Present

Avanade Client MEDXCEL FM

Working on the genesis Integration of Dynamics CRM.

Creating plugins, workflows, JavaScript etc.

Integrated Power BI with Dynamics CRM.

Migrating data into Dynamics 365 using Kingsway soft tool.

Creating PowerApps and Model-driven to make sure Dynamics 365 CRM is available for all devices.

Created all new Forms, solutions, entities after requirement Gathering with client.

Develop the REST web API calls for integration using C#.

Creating Technical design document

Working with Business to understand the needs of customer and converting business requirements into CRM technical.

MS Dynamic 365 Technical Consultant Oct 2017 to March 2019

Providence Health and services

Seattle WA

Manage all aspects of CRM projects following a prescribed methodology.

Lead implementation teams through the project lifecycle.

Lead discovery sessions to identify opportunities for customer experience and business process improvement utilizing MS Dynamics CRM as the solution.

Build relationships with all members of customer teams from C-level executives to back-office workers to facilitate design and implementation of effective MS Dynamics CRM solutions.

Translate business objectives into clear functional and technical requirements.

Integrated Power BI with Dynamics CRM

Produce detailed MS Dynamics CRM functional design documentation to be utilized in build and maintenance of MS Dynamics CRM solution.

Design and build MS Dynamics CRM Solutions independently or as part of a team to incorporation Sales, Marketing, Service and Back Office functionality.

Effectively handle multiple projects simultaneously in various industries including Manufacturing, Professional Services, Recruiting, Healthcare, IT, Government/Public Sector, Transportation.

Design and deploy solutions to migrate Salesforce and legacy systems to MS Dynamics CRM 365.

Design and write MS Dynamics CRM Workflows, Dialogs, Business Rules, Business Process Flow and basic Java-script to support all areas of MS CRM functional solution.

Develop and communicate CRM Best Practices for design, user adoption, customer experience and data quality.

Develop and deliver effective training curriculum for all levels of users in all job functions.

The current CRM I support is sandbox online.

After meeting number of times with the Inside Sales business group, I wrote detailed requirements document of the project. Broke down individual requirements into a separate TFS items then added into TFS and assigned to different I.T. team members.

Monitor CRM infrastructure (SQL Server, Web Servers-IIS, Back End Severs). Manage Server Side synchronization for more than 20 users. Automated CRM workflows, developed SSRS Complex reports for the Marketing group.

Developed CRM Views, Reports, for business user and groups. Designed CRM Security (Business Units, Team and data security model). Monitor CRM data input logs and performance logs.

Responsible for setting up CRM user ID’s and configuring their data access. Configuring CRM business units and teams. Monitor daily jobs, work with CRM developers to manage Java and CRM Plug-in needs.

Role: MS Dynamic 365 Developer May 2016 to Sep 2017


Overland Park, Kansas City

Involved in analyzing the Business Process, Requirements gathering and Project Planning.

Created Custom Entities, Custom attributes for individual Business Units in MS Dynamic 365 as per the Business Process.

Created Organization, Business Units and Teams and formed their relationships.

Created several client-side extensions using JavaScript, CSS and HTML.

Developed Custom SSRS Reports and embedded into MS CRM Application under Custom Reports Category.

Designed and developed Web Forms using ASP.NET, for the user interface.

Customized Workflows and Plugins for automated processes based on the requirements from different departments to increase visibility and efficiency.

Developed Custom Service to provide extended functionalities to the common methods of CRM using WCF and CRM Web Service.

Consumed and Exposed MS Dynamic CRM APIs for Custom API development.

Responsible for Configuration of MS Dynamic CRM with Microsoft Outlook 2016.

Integrated Custom WCF Service with other applications.

Imported Contacts from existing application into MS Dynamic 365 using the WCF Service.

Worked on setting up relationship between System & Custom entities.

Customized client-side validations and accessed data within the HTML controls using JavaScript.

Installed and Configured MS Dynamic 365 system, configured server instance for development and testing.

Used Advanced Find feature of MS Dynamic 365 and created multiple views of System entities.

Created Custom Dashboards and Reports for each Department.

Integrated MS CRM Application with SharePoint Application for Document Management.

Environment: Dynamics 365, Dynamics CRM 2016, MVS, SQL, PL/SQL, SQL Server, Teradata, SOAP UI, XML, Web services, Oracle, Data Quality Analyst, PL/SQL, SQL.

Dynamic CRM Consultant August 2014 to August 2015

Tri-bridge Financials New Delhi


Participated the discovery analysis meetings with the clients to understand current processes that need to be incorporated into Dynamics CRM 2013.

Hands-on knowledge of implementing and maintaining access controls in CRM

Involved in Data Migration between organization Database systems into CRM Platform.

Involved in Creating and developing CRM Custom Web Pages /workflows/ data migration / email integration/ sitemaps to plug into out-of-the box CRM Solution

Involved in Data Migration from SQL servers to CRM platform.

Used Advanced Find feature of MS Dynamic CRM and created multiple views of System entities.

Configured and provided technical support to corporate CRM systems with team.

Constantly updated, administered and managed the Unified Service Desk.

Developed custom entities, entity attribute, customizing Forms, Lookup fields, Views, Ribbons Sitemaps.

Able to install, test, and configure Dynamic CRM network components.

Utilizes applicable software development life cycle (SDLC) to deliver quality work products.

Understands documentation standards, and is able to create all standard project documentation.

Responds promptly and professionally to requests.

Proactively communicates to internal and external customers, keeping them updated on progress and changes that may affect them.

Prioritizes issues and addresses most pressing concerns.

Utilizes both formal and informal channels to facilitate the progress of work. Interprets and integrates multifaceted information from varied sources on a range of complex issues.

Maintains continuous, open, consistent professional communication with customers, peers and management. Openly listens to others and checks understanding.

Defines business requirements for technical solutions or alternatives. Can identify and help design customizations, workarounds, or enhancements required to meet customer needs.

Environment: CRM 2013, MVS, SQL, PL/SQL, SQL Server, Teradata, SOAP UI, XML, QTP/UFT, Web services, Oracle, Data Quality Analyst, PL/SQL, SQL

Hot Spot, Delhi, IN Jan 2012 to July 2014

Dynamic CRM Consultant


• Involved in mapping customer requirements to Microsoft Dynamics CRM.

• Consulting for best possible Solution and support.

• Developing Plug-ins, Work flows and JavaScript.

• Tested all customizations after migration.

• Customized MS Dynamics CRM 2013 application based on the business requirement.

• Fixing the bugs and giving the technical support and clearing the production issues and maintaining the server and deploying the application.

• Developed business objects using C# for various modules.

• Modified the Microsoft Dynamics CRM menu navigation other sitemap navigation changes.

• Implemented Sitemap with the help of XRM Toolbox and Ribbon Customization through Ribbon Workbench.

• Created dashboards using reports, pipelines, charts, campaigns and activities.

• Created Custom Forms and integrated with CRM.

• Used CRM SDK to perform operations on Entities.

Environment: MS CRM Dynamics 2013, JavaScript, SQL server, Visual Studio 2013, HTML, CSS, C#, SSIS, SSRS, WCF, MVC, ASP.NET, Visual Studio 2013


ERP : Dynamics 365, Dynamics CRM 2016, Dynamics 2013, CRM 7.0, 6.0

Languages : XML, HTML, DHTML, CSS, JavaScript

OS : Window 8.1, Window 10, MS-DOS, Mac

MS Office : Word, PowerPoint, Excel.

.Net Technologies: C#, ASP.NET, ASP.NET MVC, ADO.NET, Web Services, WCF, AZURE, JAVA LINQ, .Net Framework (3.5, 4.0, 4.5).

Database : MS-SQL Server, MS Access

Reporting Tools: Crystal Reports, SQL Server Reporting Services (SSRS)

IDE Tools Visual Studio SharePoint.

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