Microsoft Dynamics CRM Consultant
Resume:
Sai Laxman
Microsoft Dynamics CRM Consultant
************@*****.***
Professional Summary
●9 Years of Experience in Power Apps and Microsoft Dynamics CRM space (Online & On -Perm) covering D365 (Portals, CI and UCI)/2016/ 2015/ 2013, 4.0 Customization, Configuration, Maintenance and Support.
●Proficient in using jQuery to simplify client-side scripting tasks and enhance user interaction within web applications.
●Proficient in Power Platforms and Azure DevOps for CI/CD pipelines, version control and build automation.
●Developed custom jQuery plugins and extensions to encapsulate reusable UI components and functionality across projects.
●Create Solution design to address client business, interface, and performance requirements.
●Led migration project from Microsoft Dynamics 365 SL to Solver in the cloud.
● Demonstrated ability in writing SQL code for database querying and manipulation.
●Experience in designing and optimizing database schemas for performance.
●Implemented AJAX requests and asynchronous data loading using jQuery to create dynamic and responsive web interfaces.
●Utilized jQuery UI components, such as date pickers, accordions, and dialog boxes, to enhance the user experience and improve usability.
●Strong skills in developing Plugins, Custom Workflows, and JavaScript for Dynamics 365 customizations.
●Evaluated data and customization dependencies, devising a comprehensive migration plan.
●Spearheaded ETL (Extract, Transform, Load) processes for data warehouse implementation.
●Involved in SDLC Activities – Design, Documentation, Development, Testing, Deployment.
●Having experience of creating Model Driven apps/Flows/Plugins/Workflows/Custom Workflows/Dialogs/Activity development and reports generating on MS CRM D365/2016/2015/2013.
●Developed Custom .Net Web pages using CRM SDK, C#, ASP.NET, WCF, ADO.NET, SQL Server, and LINQ for User Portals.
●Customize the application using HTML, JavaScript, Ajax, XML and jQuery. Working on the Authentication, windows services, and Web custom controls with OOPs (Object Oriented Programming) concepts
●Conducted thorough testing in a controlled environment before production migration.
●Sound Knowledge in SSRS and MS CRM Database Structure.
●Well-versed with Ribbon/Sitemap Customization and Workflows in CRM 2016/2015/2013.
●Experience in Visual Studio Team System (VSTS) Azure DevOps for code repository. Code Check ins, Push and pull requests and moving code to branches.
●Conducted cross-browser compatibility testing and optimization of jQuery code to ensure consistent behavior across different web browsers and platforms.
●Collaborated with UI/UX designers to integrate jQuery animations and effects to create visually appealing and engaging user interfaces.
●Knowledge of CRM D365 Security Roles, Organization level, Teams, User’s level, Parent and Child Business Unit and their relations, Enhanced Business Rules, Search Screen, Hierarchy Visualization etc.
●Participated in technical change demonstrations to higher management during meetings for gathering requirements, proof of concept, and architecture evaluation.
●Practical experience configuring the Outlook Client, SharePoint, and Email Router.
●Creating presentations for client training, product overview presentations, and presentations for CRP sessions
Technical Skills
Application
Microsoft Dynamics CRM 4.0, 2011, 2013,2015, 2016 and Dynamics 365
Languages
C#, .Net, JavaScript, HTML, XML, Fetch XML, Angular, CSS, jQuery, Ajax.
Databases
Oracle, SQL Server 2008, 2012, 2012 R2, Azure cloud,
Tools
Azure DevOps, Power Apps, Ribbon workbench, CRM rest builder, Plugin Registration tool, Visual studio, and OData Query builder
Reporting Tool
SQL Server Reporting Services (SSRS), SSIS, SharePoint, Cozyroc, Task Factory.
Other Technologies & tools
JSON, Web Services, ETL, WCF, Rest API, SOAP Web API, MVC.
Synopsis: Purpose of this project is to integrate Dynamics CRM with the One talk side view app Zerto support end users (agents and customers). This will allow agents and customers to communicate back and forth on different cases, account, and product related queries without any hassles.
Client
Verizon Communications, NY
Role
Microsoft Dynamics CRM Senior Developer
Duration
Nov 2022 – Present
Applications
Microsoft Dynamics CRM 2015, Microsoft Dynamics 365 Version 9.0, Azure DevOps, Power Apps, Microsoft .Net 4.0 Framework, C#, Angular
Responsibilities:
Participated in planning and executing the migration from Dynamics 2015 On-premises to Dynamics 365 Version 9.0 Online.
Extensive experience in designing and configuring entity forms, views, and dashboards within Dynamics CRM
Developed and customized Dynamics 365 modules, entities, and plugins using C# and JavaScript to meet client-specific requirements.
Proficient in leveraging the Dynamics CRM SDK and CRM Plugins framework to implement business logic and automate complex tasks.
Designed and implemented custom plugins in C# to perform data validation, enforce business rules, and trigger actions based on system events.
Proficient in client-side scripting using JavaScript and jQuery to customize Dynamics CRM's user interface and enhance interactivity.
Built and integrated REST APIs for seamless data exchange between Dynamics 365 and external systems.
Implemented Angular-based front-end interfaces to enhance CRM user experience.
Developed custom scripts to implement dynamic form behavior, such as field visibility, dependency, and auto-population based on user input.
Implemented client-side validation logic using JavaScript to enforce data integrity and improve user experience.
Collaborated with business stakeholders to gather requirements effectively.
Developed skills in Power Platform tools like PowerApps, Dynamics 365 CRM, Flow, and Power BI.
Contributed to creating Office Automation Processes in Office 365 to improve workflow efficiency.
Customized Microsoft Dynamics Solutions to improve business processes, including creating custom workflows and forms, ribbon workbench, process flow, routing rules, role-based forms & java script.
Modified Dashboards according to customized reports and charts.
Updated plugins and custom workflow libraries to incorporate Microsoft Dynamics CRM SDK libraries, Messages, etc.
Developed automated workflows with Power Automate to simplify business processes and unify systems and services.
Established and tracked service KPIs, including response time, first-time fix rate, and customer satisfaction.
Adapted JavaScript and Plugin code to adhere to a new framework.
Supervised field service operations to uphold team productivity and effectiveness. Wrote JavaScript, Custom workflows, and Plugin’s to achieve functionality.
Created solution documentation, flowcharts, layouts, designs, diagrams, and code.
Developed necessary tools and documents procedures to manage and sustain the proposed design.
Developed custom REST APIs using C# and .NET Core to extend Dynamics 365 functionality, ensuring secure data exchange with external applications
Created Model-driven Apps incorporating custom controls.
Utilized various components such as site maps, entities, forms, views, charts, dashboards, and business process flows.
Synopsis: Anthem is one of the most trusted standalone health insurance partners. We have curated affordable and comprehensive healthcare policies catering to the unique needs of our consumers. Aiming to give every customer the confidence to access the best healthcare by providing health insurance plans as per your needs. Our innovative and comprehensive health policies have made us one of the leading health insurance and medical insurance company across the globe.
Client
Anthem, BCBS, IL
Role
CRM Technical Developer
Duration
Jan 2020 – Oct 2022
Applications
Omega 365, Microsoft Dynamics 365 Version 8.2, 9.0
Responsibilities:
Installed and configured MS Dynamics CRM system for development and testing, configured server instance, created organizations.
Customized Workflows and Plugin for automated processes based on requirement from services department to increase visibility and efficiency Done customizations and configurations as per the requirement.
Developed asynchronous and synchronous plugins to execute custom code before or after CRM operations, such as record creation, update, or deletion.
Implemented error handling and logging mechanisms within plugins to ensure robustness and maintainability.
Developed Web API integrations to connect third-party services with Dynamics CRM.
Collaborated with stakeholders to gather plugin requirements and translate them into technical specifications and implementation plans.
Performed integrations between GP and CRM using Scribe Insight as per organization standards.
Consuming external services using windows workflow foundation.
Improved performance and reliability of existing CRM implementations.
Using SSRS to generate Sales Forecasting, Pipeline and Sales Tracking Reports for business Got an opportunity to work in on-site (Client location).
Collaborated with UI/UX designers to implement responsive and intuitive user interfaces using JavaScript and jQuery.
Integrated third-party libraries and plugins, such as jQuery UI, to enhance the functionality and appearance of Dynamics CRM forms and pages.
Conducted performance optimization and debugging of client-side scripts to ensure smooth and efficient execution within Dynamics CRM environments.
Involved in development of various CRM-related scripts and utilities.
Built the MS Dynamics CRM forms, screens, and views, as well as workflows and reports around the customer needs for an interface.
Streamlined and automated ETL workflows to improve efficiency and reduce latency.
Collected existing infrastructure information including Active Directory, SQL server, Reporting Server instance for implementation of MS Dynamics CRM 2011 system.
Successfully designed CRM tool training material and conducted training for all sales teams in all regions of the world 200+ Users.
Led functional departments through the requirements definition phase, designed and implemented CRM tool solutions along with documented policies, procedures, and best practices. These deliverables were aligned with the business needs of many functional departments and stakeholders.
Modified Dynamics GP Report Writer Reports Payables Aged Trial Balance, Computer Checks Posting Journal to change default sort order and display SQL data.
Performed end-to-end testing and involved in daily SCRUM calls.
Synopsis: Purpose of this project is to implement Dynamics CRM online for Sales and Marketing team users. This will allow users to enter and track customer-related information like, Leads/Opportunities and track sales data. Sales and Marketing managers use the application to forecast sales and take key decisions.
Client
Apttus, CA
Role
Microsoft Dynamics CRM Technical Developer
Duration
Dec 2018 – Dec 2019
Team Size
10
Applications
Omega 365, Microsoft Dynamics CRM 2016, Dynamics 365
Responsibilities:
Implementing and customizing Marketing, Service and Sales module.
Leveraged expertise in Dynamics CRM to explore and integrate Omega 365, a next-generation CRM platform, to enhance customer relationship management capabilities.
Collaborated with stakeholders to understand the unique features and advantages of Omega 365 compared to traditional CRM solution
Customized and configured Omega 365 modules tailored to meet the specific needs of Sales and Marketing teams, focusing on lead/opportunity management, sales tracking, and marketing automation.
Facilitated the transition from Dynamics CRM to Omega 365 by designing and executing migration strategies to ensure seamless data transfer and minimal disruption to business operations.
Created new users in CRM as requested and maintained profiles and security roles.
Responsible for the deployment during phase 1 across SIT, UAT, Production Environments and preparation of the deployment document
Developed proof of concept using Dynamics service module and Unified service desk.
Planned and designed strategy for the migration of data from earlier CRM tool to current CRM tool.
Integrating the Power Platform with other Microsoft and third-party services to enhance functionality and data exchange.
Worked on internal user workflow processes and using Task Factory along with SSIS to migrate data.
• Requirement gathering, analysis, estimation, designing best Solution to address client business.
Model driven apps with CRM customization and implementation of flows and involved in preparation of FDD, TDD.
Generated custom reports in SSRS and integrated them with MS Dynamics CRM.
Managed the import and export of customizations between development, QA, and production environments.
Participated in transferring data from ACT 6.0, including Account, Contact, Opportunity, and other relevant information, to Microsoft Dynamics CRM 201.
Conducted thorough GAP analysis to delineate and gauge the extent of customization needed. Contributed to the setup, configuration, and customization of Microsoft Dynamics CRM.
Involved in implementation of canvas as POC with power queries.
Integration of MailChimp and Dynamics CRM using Power Automate Flow
Used ADX portals for creating the comprehensive customer platform.
First point of contact for CRM business users and provided direct support to all departments that used CRM.
Synopsis: iGATE Global CRM project participated in implementing Microsoft Dynamics 2015 for users (Sales, Marketing, Customer Service) and later upgraded to Microsoft Dynamics 365. CRM will allow Sales and Marketing users to access different Reports, Sales information, Customer data, etc. all in one place.
Client
IGATE Global Solutions, Hyderabad.
Role
MS Dynamics CRM Consultant
Duration
Jan 2016 – July 2017
Team Size
3
Applications
Microsoft Dynamics CRM 2013, 2015/365 online, Team foundation server, JavaScript, CRM SDK, jQuery.
Responsibilities:
The client had an in-house developed CRM. The project was to replace it with Dynamics CRM 4. My task was to gather requirements to develop contract life cycle and use cases for views searches and work queues.
Actively involved with the Technical Development Team to validate functional requirements to drive common technical specifications delivery.
Developed a Web Service interface/WCF service to enable web portal integration with CRM services.
Expanded the existing CRM functionality using the SDK.
Utilized JavaScript for client-side data validation and UI enhancements.
Created custom .NET forms and integrations with CRM as needed to fulfill requirements not met through standard customization.
Development of Plugins/Custom Workflows Activities.
Configure new CRM Entities, Custom attributes, and Forms to support changing business needs.
Participated in the installation, configuration, and customization of Microsoft Dynamics CRM.
Led the migration of data from ACT 6.0 to Microsoft Dynamics CRM, encompassing Account, Contact, Opportunity, and other relevant records.
Developed and updated custom entities, forms, and views within MS Dynamics CRM.
Involved in Bug fixing, Unit Testing.
Delivered 5 subsequent releases all on-time and budget, meeting quality metrics.
Provided Integration and E2E testing support after Data migration.
Using Cozyroc tool for importing data from oracle system to CRM SQL server database.
Created custom quote tool, combining Microsoft Dynamics Quote entity with XpertDocs for custom proposal documents that are integrated with the CRM.
Client
Computer Science Corporation, Chennai
Role
MS Dynamics CRM Consultant
Duration
Jun 2014 - Dec 2015
Team Size
5
Applications
Microsoft Dynamics CRM 4.0, 2011
Responsibilities:
Successfully designed CRM tool training material and conducted training for all sales teams in all regions of the world; 65+ staff members.
Served as Subject Matter Expert relating to the CRM tool business process, data entities, and relations to other systems.
Planned and designed strategy for the migration of data from earlier CRM tool to current CRM tool upgradation of Microsoft Dynamics CRM from 4.0 to 2015.
Worked on internal user workflow processes and using Kingsway soft along with SSIS to migrate data.
Ensured that business functional teams were aligned on the software application deliverables from design, process, and end user training/documentation.
Migration of data from Excel source to CRM using SSIS.
Customization of ribbons Team, Business Unit and Security Roles
Configured E-mail router and outlook for MS CRM 2011.
Modified Sitemap file to display all the related entities in navigation bar of Account record.
Created Fetch XML for new report and modified fetch XML using BIDS to customize the report and import back to CRM.
Pre- populating last created record data into new record form using JavaScript, CRM Web Services and XML object, thus saving time for the user to enter repeated data.
Developed complex reports using SSRS and deployed them into MS CRM.
Collaborated with business analysts, MS Dynamics CRM Support Analysts, and departmental staff to enhance the features and functionality of MS Dynamics CRM.
Gathered and documented business requirements for the project and created some POC’s with designer tools such as Microsoft Visio to show the concept-based structure.
Used third party development supporting tools such as XRM Toolbox and Ribbon Workbench to extend the CRM system effectively.
Responsible for code check in, push, and pull requests from version control and moving code to dev branches to master branches using TFS.
Created .NET plug-in to send an alert e-mail to all users who have not reviewed their accounts in the last 60 days.
Importing and exporting customizations between DEV, QA, and Production environments.
Prepared requirement documents, training documents and security policy documents
Education
Bachelor of technology in Computer Science and Engineering from JNTU Hyderabad, India.
Masters of science in Information Technology from University Of North Texas, Denton.
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