Senior Dynamics 365 CE Techno-Functional Leader

SUMANTH BODHULURI

Senior Microsoft Dynamics *** CE • Power Platform • Azure • Telephony • Copilot Techno-Functional Consultant

Phone: 615-***-****

Email: **********@*****.***

LinkedIn: https://www.linkedin.com/in/sumanttkkumar-b-5b6941148

PROFESSIONAL SUMMARY

Senior Microsoft Dynamics 365 CE / Power Platform Techno-Functional Consultant with 11+ years of enterprise experience across Healthcare, Medical Device, Insurance, Banking, and Financial Services sectors. Specialized in Dynamics CE customization, Azure integrations, telephony (ACS, Teams Phone, Twilio), Copilot AI automation, Power Platform, .NET/C# development, F&O/SAP/Salesforce integrations, DB2 pipelines, SSIS, API Management, Omnichannel, and end-to-end CRM modernization.

Expert in technical architecture, functional design, solution delivery, performance optimization, enterprise security (HIPAA, SOX, CMS), and multi-environment ALM (Azure DevOps, YAML pipelines, solution segmentation).

CORE TECHNICAL COMPETENCIES

Dynamics 365 CE / Dataverse

Plugins (PreValidation, PreOperation, PostOperation), Custom APIs, JavaScript/TypeScript

Canvas/Model Apps, Business Rules, BPFs, Rollups, Views, Dashboards

PCF Controls, Modern Commanding, Ribbon Workbench

Solution Segmentation, Unmanaged/Managed Strategy, ALM Governance

Web API (Batch ops, Pagination, Query options)

Dataverse security (BUv2, FLS, RLS, Auditing, Teams/Owner roles)

Power Platform

Canvas + Model Apps

Power Fx, Power Pages, Liquid Templates, Access Control

Power Automate (child flows, approvals, AI Builder flows, PDF generators)

Custom Pages + Unified Interface patterns

Copilot & AI

Copilot for Outlook: email Case/Lead automation

Copilot for Teams: meeting summary Opportunity/Case updates

Copilot Studio custom actions

Conversation Intelligence (sentiment, keyword extraction, topic modeling)

AI Builder for form recognition + entity extraction

Telephony & Omnichannel

Azure Communication Services (ACS) voice + transcription

Twilio SIP/Voice, softphone embeds

Teams Phone CRM integration

CTI screen pops, call routing, voicemail Case creation

Omnichannel routing, presence, queue management

Azure Integration

Azure Functions (v4), Durable Functions, Logic Apps

API Management (JWT, OAuth2, throttling, IP filtering, caching)

Service Bus, Event Grid, Key Vault, App Insights

Azure SQL, File Storage, Managed Identity

Enterprise Integrations

Dynamics CE F&O

CE SAP via OData/Logic Apps

CE Salesforce (microservices)

CE FDA APIs

CE DB2 (SSIS)

CE Mailchimp/Kentico

Data Engineering

SQL Server, FetchXML optimization, SSIS, KingswaySoft

DB2 updates, incremental loads, ETL tuning

Power BI Dataflows using TDS

DevOps / ALM

Azure DevOps Repos & Pipelines

Automated CI/CD for D365 CE

SolutionPackager-based deployment

YAML pipelines, PowerShell automation

PROJECT PORTFOLIO

DEACON HEALTH — Nashville, TN Senior D365 CE / Power Platform Consultant Sep 2025 – Present

Responsibilities & Technical Delivery

Copilot + AI Email Integration

Implemented Copilot-based workflow to extract intent from emails (invoice, contract, support).

Automated creation/update of Leads, Cases, Contracts based on email context.

Enabled AI-driven priority classification, SLA mapping, and follow-up scheduling.

Copilot for Teams Integration

Synced Teams meeting summaries Opportunity/Case updates.

Supported sentiment scoring, task identification, and business insights extraction.

Telephony (ACS + Teams Phone)

Embedded ACS softphone PCF into CE app with:

oCaller recognition

oCTI screen pops

oCall transcription

oSentiment detection

oAuto-case creation

Integrated Teams Phone: voicemail Case workflows.

Invoice Pipeline Automation

Created Copilot-driven invoice extraction: Email AI Builder PDF creation SharePoint CE linking.

Core CRM Enhancements

Built BPF-driven Contract workflow across contracting/legal/finance.

Migrated 150k+ records using batch APIs.

Set up BUv2 Dataverse security.

TANDEM DIABETES CARE — San Diego, CA Dynamics 365 CE / Power Platform Techno-Functional Consultant Aug 2022 – Sep 2025

Responsibilities & Technical Delivery

FDA Integration (Azure API)

Built Azure Functions (Durable) to process FDA acknowledgment statuses.

Implemented APIM throttling, JWT validation, and caching.

Telephony Integration (Twilio + ACS)

Built CTI softphone integration supporting:

Device lookup

Patient verification

Real-time transcription

Sentiment escalation workflows

Reduced manual case creation by 45%.

Copilot Service Automation

Auto-categorized patient emails for:

oPump issues

oDevice supply

oTraining follow-up

oInsurance approvals

Copilot updated Case Category, Severity, Queue.

Trainer Apps (Canvas/Model-driven)

Developed offline Canvas apps for trainers.

Integrated with Model-driven CE apps using Dataverse rules.

ERP Integrations (F&O + SAP)

Built Logic App orchestrations for:

Orders

Warranty

Shipments

Serial number tracking

FetchXML Optimization

Migrated SQL logic FetchXML.

TRUSTMARK BENEFITS — IL Microsoft D365 CE Architect Jan 2021 – Mar 2022

Project Description

Migrating Salesforce & SugarCRM systems D365 CE Online.

Responsibilities

Collected requirements and documented business flows.

Customized CE:

oEntities, Forms, Views

oBusiness Rules, Dialogs

oDashboards, Charts

oWeb Resources

oPlugins & Custom WF Activities

Integrated Salesforce CE using Power Apps Dataflows.

Developed SSRS reports.

Integrated CE with Mailchimp, Kentico, LinkedIn, Customer Portal.

Responsible for IT testing and UAT procedures.

Managed solution migration across multiple environments.

Conducted code reviews using TFS & Code Collaborator.

Built site map & Ribbon controls using Ribbon Workbench.

Created UI using HTML, JavaScript, jQuery, CSS.

Delivered user training.

US BANK — MN Microsoft Dynamics CRM Consultant May 2017 – Jan 2022

Project Description

Rebuilt Fraud Liaison Center legacy system (Mainframe/Java) D365 CE.

Responsibilities:

Led requirements discovery and collaborated with business stakeholders to define system architecture and end-to-end CRM solution design.

Facilitated one-on-one requirements sessions with business users; documented scope, functional requirements, and process flows.

Authored high-level and detailed design documentation to guide development teams and ensure accurate implementation.

Managed solution migrations across multiple environments (Dev, QA, UAT, Prod) with strict governance controls.

Assigned responsibilities to team members, conducted code reviews, and validated deliverables for quality and compliance.

Provided user training and ongoing functional/technical support for CRM modules.

Developed C# plugins for various business processes, ensuring data integrity and automation.

Built custom workflows, Power Automate flows, and action processes to support business logic and user experience needs.

Supported environment-to-environment solution deployments and verified post-deployment integrity.

Conducted full-cycle testing (integration, functional, regression, UAT) and resolved defects.

Performed UAT performance testing and optimized queries using FetchXML for large datasets.

Created deployment documentation, configuration guides, and operational runbooks.

Created and managed CRM users, assigned security roles, and configured Business Units/Teams for correct access.

Built JavaScript web resources, custom workflows, and UI components to deliver enhanced CRM functionality.

Used Office 365, SharePoint, and Teams to maintain project documentation and maintain centralized knowledge repositories.

Executed integration testing and functional validation across upstream and downstream systems.

Used TFS for source control, versioning, and code review workflows; conducted peer reviews via Code Collaborator.

Authored plugin deployment guides and configuration steps for multi-environment rollout.

ATLAS Project – Key Contributions:

Served as Architect and Implementation Advisor for the ATLAS CRM modernization program.

Gathered requirements for new enhancements, assessed feasibility, and aligned solution design with business goals.

Designed and developed custom components based on design specifications; supported iterative agile delivery.

Led deployment activities, coordinated release management, and validated production readiness.

Engaged directly with business lines to demo new functionality and incorporate feedback into future iterations.

Authored test cases for new and existing modules; participated in testing and validation cycles.

Built web service integrations for real-time ingestion of Contacts and Accounts from Hogan and ICS systems.

Developed custom HTML/JS web resources embedded in CRM for advanced customer search and lookup functionality.

Advised business teams on leveraging Dynamics 365 capabilities to streamline workflows and reduce custom development.

Prepared training materials, user guides, and operational documentation to support onboarding.

Created entity mapping documents, data dictionaries, and transformation logic for system integrations.

Designed data integration architecture between CRM and DB2 for ATLAS project extracts and reporting.

Prepared requirement specifications, functional designs, and technical PowerPoint presentations using Microsoft Office and web-based tools.

Supported project management activities including estimates, sprint planning, and release coordination.

Led upgrade effort for migrating ATLAS environment from on-premises online version, ensuring compatibility, refactoring code, and redesigning unsupported features.

Built Power Apps solutions to collect case inquiry information from third-party investigation vendors and sync status updates into CRM.

JRD SYSTEMS — MI Microsoft Dynamics CRM Consultant Jul 2016 – Apr 2017

Responsibilities

Requirements gathering and business process definition.

Customized entities, workflows, dashboards, views.

Configured Unified Service Desk.

Built JavaScript web resources + HTML UI components.

Created FetchXML-based SSRS reports.

Managed version control using SVN.

Provided CRM training.

QUADRATICS IT SOLUTIONS — IL Jr. Software Developer May 2013 – Dec 2014

Responsibilities

Developed ASP.NET/C# apps with Bootstrap.

Customized CRM entities, forms, grids, roles.

Built CRUD JavaScript functions using XrmToolbox.

XML JSON migration.

Developed web resources using HTML, CSS, jQuery.

Supported CRM customizations & portal integrations.

EDUCATION

Master’s in Computer Science & Information Technology

University of Michigan – Jan 2015 – May 2016

CERTIFICATIONS

PL-400: Power Platform Developer

PL-600: Solution Architect

Salesforce Platform Developer I

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