Dynamics CRM Tech Lead - Power Platform Expert

SHIVA KUMAR BIROJU

Dynamics CRM Tech Lead Microsoft Power Platform Developer

+1-614-***-**** ***********@*****.*** Bellevue, Washington LinkedIn Profile

PROFILE SUMMARY

Over 12 years of experience in Dynamics CRM/CE/Power Apps, Power Automate. Extensive experience in design, development, and testing within Microsoft Dynamics environments, including CRM 2011 through D365, specializing in aligning CRM architecture with strategic business needs. Specializing in evaluation, design, and development inside Microsoft Dynamics CRM environments.

Expertise in the entire software improvement lifecycle, from requirements gathering to design, coding, testing, and deployment, ensuring seamless delivery and alignment with business objectives.

Led cross-functional teams of 7-13 members in collaborative design, prototyping, and development of complex projects, ensuring high-quality solutions.

Extensive hands-on experience in constructing dynamic, multi-tier, client-server applications using modern Microsoft technologies such as C#.NET, JavaScript, Type Script, jQuery, and HTML.

Skilled in developing custom plug-ins, workflows, and integrating CRM systems with external platforms to enhance functionality and user experience.

Proficiency in Power Apps, Power Automate, and Model-Driven Apps, creating streamlined, efficient business processes.

Deep experience in customizing CRM entities, views, ribbons, sitemaps, business rules, business process flows, and security roles, with expertise in data migration and integration tools.

Adept at developing user interfaces using ASP.NET, HTML/HTML5, CSS/CSS3, JavaScript, and JQuery.

Strong understanding of cloud security concepts and the use of Key Vaults and App Registrations for secure application deployment.

Skilled in integrating third-party products and technologies, including XRM Tool Kit and CRM Rest Builder.

Blend of technical acumen and leadership skills, bridging technical requirements and business needs.

SKILLS

PROFESSIONAL SKILLS Microsoft Dynamics CRM (D365, v2016, v2015, v2013, v2011) Team Leadership Strategic Planning Process Improvement Solution Architecture CRM Consulting Requirements Gathering Business Analysis

System Design Client Communication Agile Methodologies Technical Documentation Troubleshooting & Debugging Training & Mentorship

TECHNICAL SKILLS Microsoft Dynamics 365 & Power Platform:

Solution Designing Power Platform Power Automate PCF (Power Apps Component Framework) Business Process Flows Business Rules

Microsoft Dynamics 365 Development:

Xrm Scripting Plugins Workflows Data verse (CDS) Power Apps (Canvas & Model-Driven) Microsoft Data verse Plugins & Custom Actions

Web & Application Development:

C# .NET Framework & .NET Core MVC Web Services Azure Functions Data verse Web API & OData Frontend Development:

HTML XML JavaScript jQuery Angular JS Development Tools & Environments:

Visual Studio (2015 & 2017 & 2022) Azure DevOps SSIS & Kings way Soft Xrm Tool Box CRM Rest Builder Ribbon Workbench

Testing & Debugging:

Unit Testing with Fake Xrm Plugin Debugging & Troubleshooting

MICROSOFT CERTIFIED

Power Platform Developer Associate: PL-400

Power Platform Functional Consultant Associate: PL-200

Azure Fundamentals: AZ-900

PROJECTS

Project #1: ONEFINANCE July 2024 – Till Date

Project Description:

One Finance is an MSIT service providing ticket management internally within Microsoft, supporting over 200 finance-related queues for teams managing Payroll, Headcount Data Management, and Buy-Desk functions.

Technologies:

Microsoft Dynamics CRM 365, Power Automate, Model-Driven Apps, PCF Controls, XRM Toolbox, Data verse, Plugins, C#, System workflow activity, Custom workflow activities, Integration with azure apis, First party app creation, JavaScript, CRM SDK Role: Dynamics CRM Developer

Module: Customer Service

Client: Microsoft (Sonata Software) Roles and Responsibilities:

Technical Leadership & Solution Design – Lead the architecture, customization, and implementation of Microsoft Dynamics 365 CRM solutions, ensuring best practices and alignment with business needs.

CRM Development & Customization – Develop and enhance Model-Driven Apps, Plugins, and Workflows while integrating Data verse and Azure APIs.

Integration & Performance Optimization – Manage API integrations with Azure services, optimize system performance, and troubleshoot CRM-related issues for seamless operations.

Project #2: AMT April 2022 – July 2024

Project Description:

The Agent Management (AM) app is a DfM Model Driven Power App that provides admi

ns the ability to add new DfM users and manage user security permissions and profiles. The original 130+ user roles in Service Desk were streamlined to 10 roles in DfM, significantly reducing security permission errors

Technologies:

Microsoft Dynamics CRM 365, Power Automate, Model-Driven Apps, XRM Toolbox, Data verse, Plugins, C#, System workflow activity, Custom workflow activities, Integrations, JavaScript, CRM SDK

Role: Dynamics CRM Developer Module: Customer Service Client: Microsoft

Roles and Responsibilities:

User Management & Security Optimization – Developed and managed the Agent Management (AM) app to streamline user role assignments, reducing 130+ Service Desk roles to 10 in DfM, minimizing security permission errors.

CRM Development & Customization – Designed and implemented Model-Driven Apps, Plugins, and Workflows to enhance user management functionality in Microsoft Dynamics CRM 365.

Process Automation & Efficiency – Utilized Power Automate to automate user provisioning, security role assignments, and approval workflows, ensuring seamless admin operations.

Integrations & System Enhancements – Integrated CRM with external systems using Data verse, CRM SDK, and JavaScript to improve data flow and ensure consistency across applications.

Project #3: WMS Jan 2019 – April 2022

Project Description: Developed Warehouse Management System for the logistics and Central Storehouse Management (LCSH) of DCAS, enhancing procurement, inventory, order fulfillment, shipping, and delivery operations.

Technologies: Microsoft Dynamics CRM 365, Power Automate, Model-Driven Apps, XRM Toolbox, Data verse, Plugins, C#, System workflow activity, Custom workflow activities, Integrations, JavaScript, CRM SDK

Role: Tech Lead

Module: Sales and Custom Module

Client: NYC Department of Citywide Administrative Services Roles and Responsibilities:

Real-time Inventory Management & Insights – Enable real-time tracking of inventory, predictive re-stocking, streamlined sales orders, reduced turnaround time, and data-driven decision-making.

Hardware Integration & Support – Integrate and support hardware devices such as iPhones, barcode scanners, and Wi-Fi label printers for seamless warehouse operations.

Warehouse Process Optimization – Improve efficiency in warehouse operations by reducing cycle time for put-away, pick and pack, optimizing shipping routes, and enabling e-sign acknowledgments upon delivery.

Warehouse Infrastructure & Layout Management – Track and manage warehouse layout, equipment, and infrastructure to enhance operational efficiency and resource utilization.

Project #4: NOE April 2017 – Jan 2019

Project Description:

The project aims to automate NOE document generation, reducing manual effort, cycle time, and data entry errors while improving process tracking and efficiency.

Technologies:

Microsoft Dynamics CRM 365, Model-Driven Apps, Plugins, workflows, C#, XRM Toolbox, CRM Rest Builder, Ribbon workbench, MVC. Role: Tech Lead

Client: NYC Department of Citywide Administrative Services

Roles and Responsibilities:

NOE Document Automation & Workflow Optimization – Designed and developed an automated system to generate NOE (Notice of Examination) documents, reducing manual effort, cycle time, and errors.

CRM Development & Customization – Implemented Microsoft Dynamics CRM 365 solutions to streamline document generation, process tracking, and technology upgrades for exam administration.

Project #6: Gravity Software Feb 2014 – March 2017

Project Description:

Gravity Software’s (Gravity) online accounting software is built on the Microsoft Dynamics CRM platform and provides Small to Medium Size Businesses (SMBs) with the distinct advantage of having financials and CRM fully integrated. Gravity makes it easier; financials and CRM are on one platform.

There’s no need to manage two separate systems. In one screen, for example, you can easily navigate through Gravity’s financial business solution to your front office Sales, Service and Marketing. Accounting does not need to reenter new customers into their financial system; they have full access to sales activities, contacts and proposals. A salesperson can go from an opportunity to an invoice in one screen. Gravity’s CRM cloud accounting software gives SMBs control over and visibility into what’s going on in your business, and the ability to make smart decisions that impact your margins and ultimately improve your cash flow.

Technologies:

Microsoft Dynamics CRM 2013, 2015, Plugins, workflows, C#, HTML, JQuery, Angular, XRM Toolbox, Ribbon workbench, MVC. Role: Tech Lead

Module: Custom module - NOE

Client: NYC Department of Citywide Administrative Services

EMPLOYMENT HISTORY & ROLES

DYNAMICS CRM TECHNICAL LEAD Sonata Software (CLIENT: MICROSOFT) Washington July 2024-Till Date

Client Interaction and Offshore Team Management: Engaged directly with clients to understand requirements, facilitated communication, and managed offshore teams, overseeing work item assignments and ensuring timely delivery of tasks. Working as a vendor with Microsoft

Designated Response Individual (DRI) for Production Issues: Served as the primary point of contact for resolving production

Issues, coordinating swift responses, troubleshooting, and ensuring minimal disruption to operations.

Implementation of Custom Code and Automation: Developed and implemented custom coding solutions, including plug-ins, workflows, C#, Power Automate flows, Azure Functions, and JavaScript, to enhance Dynamics CRM functionality and streamline processes.

DYNAMICS CRM TECHNICAL LEAD Wipro (CLIENT: Microsoft, HSBC) Hyderabad, Telangana April 2022 – May 2024

Leading or participating in the design and architecture sessions with the clients, gathering and documenting business processes and requirements for the project.

Working as a vendor with Microsoft and HSBC

Implemented complex logics to accomplish client requirements.

Involved in mapping customer requirements to Microsoft Dynamics CRM.

Reviewing team members code for quality and participating in code review sessions

DYNAMICS CRM TECHNICAL LEAD Intone Networks (CLIENT: DCAS) Hyderabad, Telangana March 2017 – April 2022

Leading or participating in the design and architecture sessions with the clients, gathering and documenting business processes and requirements for the project.

Working with a team in NYC and a local CRM developer to oversee development and maintenance of the project.

Assisting with architecting the CRM system, related customizations, portals, and

reports to model the client’s organizational process.

Advising customers on best practices for CRM, development, or integration processes

Mentor team members by providing expertise in functional / technical specifications.

Estimate Efforts, plan deliverables, allocate tasks to team members and track the project status.

Has an excellent track record of successfully managing small to large projects from conception to completion with strong leadership, managerial, analytical, and technical skills.

DYNAMICS CRM DEVELOPER Management Technology Consulting Hyderabad June 2012 – March 2017

Diagnosed and trouble shooted problems with existing solutions, resolving issues accurately and efficiently.

Conducted code review sessions and collaborated on solutions for business requirements.

Developed, tested, debugged, and documented software solutions using best practices.

Managed CRM installations, including Reporting Services and Active Directory Federation Services.

Involved in mapping customer requirements to Microsoft Dynamics CRM, developing plug-ins, workflows, and JavaScript.

EDUCATION

M.Tech Jagruti Institute of Engineering and Technology, Hyderabad, Telangana 2014 – 2016

B.Tech Jagruti Institute of Engineering and Technology, Hyderabad, Telangana 2008 – 2012

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