Dynamics 365 CRM & Power Platform Senior Consultant

Rama Krishna

Microsoft Dynamics *** CRM & Power Platform Senior Consultant

Power Apps • Power Automate • Power Pages • Dataverse • Power BI

+1-804-***-**** **********@*******.*** linkedin.com/in/ramakrishnapatel

Professional Summary

Results-driven Microsoft Dynamics 365 CRM & Power Platform Senior Consultant with extensive experience in solution architecture, enterprise CRM transformation, and large-scale data migration from legacy systems to Dataverse., and Power Platform development. Expert in designing and delivering end-to-end Dynamics 365 and Power Platform solutions—spanning Model-Driven and Canvas Apps, Power Automate, Power Pages, and Power BI. Proven success in driving automation, scalability, and digital modernization across multiple industries. Recognized for translating complex processes into intuitive apps, building governed ALM pipelines, and mentoring high-performing technical teams to deliver business value.

Core Technical Competencies & Delivery Expertise

Solution Design & Implementation: Lead end-to-end Dynamics 365 CRM implementations covering solution management, entities, relationships, forms/views, dashboards, charts, App Designer, and sitemap configuration. Deliver advanced customizations and extensions using workflows, business rules, plugins, custom APIs, and web resources.

Administration & Security: Manage user provisioning, role assignments, and custom security roles. Implement robust frameworks using Business Units, Teams, RBAC, field security, and auditing. Align with CoE practices to enforce governance via environment strategies and DLP policies. Ensure alignment with Microsoft licensing and environment strategy best practices.

Automation & Integration: Build Power Automate flows and legacy workflows for orchestration, approvals, and data sync using solution-aware and child-flow patterns. Integrate with external platforms (payment gateways, DocuSign, regulatory systems) and generate reports via SSRS and native Dynamics reporting. Enable ALM and CI/CD with Power Platform Pipelines, pac CLI, GitHub Actions, and managed solutions.

App Development:

Model-Driven Apps – Configure forms, views, BPFs, business rules, and command-bar customizations; manage layering and patches. Develop PCF controls for tailored UI extensions.

Canvas Apps – Develop reusable components and responsive layouts using Power Fx; optimize delegation, offline use, and device features (barcode/QR, media).

Power Pages/Portals – Deliver secure external access, Membership, event management, and e-signature workflows.

Dataverse Architecture: Design and optimize Dataverse schema (tables, relationships, alternate keys, lookups, auditing). Implement hierarchical security, data-capacity planning, and performance tuning.

Delivery & Leadership: Lead Agile/Scrum delivery activities including sprint planning, UAT support, and release coordination to ensure on-time, high-quality delivery. Collaborate with stakeholders to validate requirements, demonstrate solutions, and guide adoption through training and documentation. Mentor developers on complex implementations, promoting Power Platform best practices, reusable frameworks, and code quality standards.

Data Migration & Integration:

Led end-to-end data migrations from legacy CRM platforms and third-party systems into Dynamics 365 / Dataverse. Designed and executed ETL pipelines using SSIS, KingswaySoft, Azure Data Factory, and Power Automate. Migrated Accounts, Contacts, Donations, Events, Memberships, Activities, and historical records. Resolved data type conflicts (Text Choice), lookup remapping, option set alignment, and managed-solution constraints. Performed pre- and post-migration validation, reconciliation, and UAT support

Technical Proficiencies

Power Platform: Dynamics 365 Sales, Customer Service & Field Service, Power Apps (Canvas & Model-Driven), Dataverse, Power Automate, Power Pages, Power BI.

Programming & Frameworks: Power Fx, JavaScript, TypeScript, C#, .NET (Core, MVC, Web API), HTML, CSS, Bootstrap.

Azure & Cloud Services: Azure Functions, Logic Apps, App Registrations/Azure AD, REST APIs, Webhooks. Azure Data Factory, Azure Synapse for ETL and data integration.

Data & Reporting: SQL Server, Oracle, SSRS, Dataflows, DAX, Crystal Reports, SSIS.

RDBMS & Integration: Database design & optimization; integration with SQL Server and Oracle. Data migration using SSIS, KingswaySoft, or Azure Data Factory, Configuration Migration Tool, Data Import Wizard.

DevOps & Tooling: Power Platform Pipelines, GitHub Actions, pac CLI, Visual Studio, XrmToolBox, Solution Checker, CoE Starter Kit, ALM Accelerator.

Third-Party Integrations: Authorize.Net, Stripe, DocuSign, Adobe Sign, ClickSend (SMS), PostGrid, SmartWaiver, Mailchimp, Constant Contact, iWave, DonorSearch, QR/Barcode, Calendar (.ics) generation, Microsoft Copilot Studio, AI Builder integration

Work Experience:

Synapse Hubs (Jun 2025 – till date)

Role: Dynamics CRM/Power Platform Consultant

Deliverables:

Architected a Model-Driven CRM platform for hub and meeting management, complemented by self-service portals for membership applications, meeting registrations, and directory access.

Integrated Authorize.Net for secure payments, configured a custom domain, and implemented robust email communications.

Delivered standardized self-service workflows and payment processes— standardizing workflow automation to streamline staff operations.

Technology Stack: Power Apps, Power Automate, Power Pages, Power BI, Visual Studio, Configuration Migration Tool, Data Import Wizard

AFRP (Feb 2024 – May 2025)

Role: Dynamics CRM/Power Platform Developer

Deliverables:

Developed unified Power Pages portals for donor, member, and event operations and digital storefronts, featuring event check-in with QR/barcode scanning and offline capability.

Developed Power Automate workflows for approvals, notifications, and document routing to enable seamless end-to-end process automation.

Integrated Authorize.Net, DocuSign, Adobe Sign, ClickSend, PostGrid, and dynamic QR generation for secure payments, digital signatures, and multi-channel communications.

Optimized registration and signature capture processes through orchestrated Canvas Apps and automated flows— Minimized manual intervention via flow orchestration and improving transaction accuracy and user experience.

Technology Stack: Power Apps (Canvas & Model-Driven), Power Automate, Power Pages, SharePoint, Visual Studio

Ace Fire Pros (Jun 2023 – Feb 2024)

Role: Dynamics CRM/Power Platform Developer

Deliverables:

Developed a Resco-based field service mobile app on a Dynamics 365 backend to manage inspections, work orders, and service agreements.

Implemented inspection tracking, Model-Driven enhancements, and integrated SSRS and Power BI reports using Dataverse views and dataflows.

Optimized user experience with responsive forms and client-side JavaScript customization.

Built approval workflows, notifications, and standardized connection references to ensure maintainable and consistent automation.

Integrated QuickBooks for financial data synchronization and Resco Mobile for offline field service operations—increasing inspection throughput and reporting accuracy while reducing manual effort.

Technology Stack: Dynamics 365, Power Apps (Model-Driven), Power Automate, Power Pages, SSRS, Resco Mobile, XrmToolBox, Visual Studio

Wells Fargo (Mar 2022 – Jun 2023)

Role: Dynamics CRM/Power Platform Developer

Deliverables:

Executed data migrations to Dynamics 365 using KingswaySoft SSIS Integration Toolkit, handling complex lookups, option set mappings, upserts, and high-volume data loads.

Collaborated with product managers to define and document business and technical requirements for new and enhanced CRM functionality.

Customized Microsoft Dynamics 365 CRM using both out-of-box features (Business Rules, BPFs, Synchronous Workflows) and advanced extensions with JavaScript/jQuery and C# plug-ins for post-DML triggers.

Utilized the Plugin Profiler for debugging, performance tuning, and defect resolution during Agile sprints, ensuring high-quality delivery and maintainable code.

Developed automated workflows to streamline multi-agency communication through event-driven email notifications and status tracking.

Integrated Dynamics 365 with external systems via XRM Toolkit and REST-based web services, enabling secure, real-time data exchange and improved process reliability.

Technology Stack: Microsoft Dynamics 365, Power Apps, Power Apps Portals, Power Automate, Power BI, Visual Studio, SSRS, SQL Server

Kofax (Oct 2015 – Dec 2021)

Role: Senior Dynamics 365 Developer

Deliverables:

Led full-cycle design and development of Dynamics 365 CRM solutions, including entity design, dashboards, ribbon customization, sitemaps, and mobile-optimized forms.

Created advanced SSRS reports with drill-downs, calculated fields, and user-level analytics via Analysis Services cubes.

Built and scheduled SSIS packages for bidirectional data integration between SQL Server and Excel, ensuring accurate and automated synchronization.

Defined and enforced security policies and access controls using XrmToolBox, maintaining data integrity across environments.

Designed and implemented business workflows for document classification, review, extraction, validation, and export processes.

Developed custom plug-ins and workflows to automate business logic and extend CRM functionality; engineered export connectors for downstream data exchange.

Delivered secure, scalable, analytics-driven CRM solutions, improving automation, reporting accuracy, and compliance while reducing manual reporting effort.

Technology Stack: Microsoft Dynamics CRM/365, Power Apps, Power Apps Portals, Power Automate, Power BI, Visual Studio, SSRS, XrmToolBox, SQL Server, SSIS

Persistent Systems (Jan 2012 – Oct 2015)

Role: Dynamics CRM Developer

Deliverables:

Designed and developed API and data access layer components for a Learning Management System, ensuring scalability, maintainability, and adherence to evolving business needs.

Created database migration scripts to support version upgrades, implemented bug fixes, and delivered production support to maintain application stability.

Developed a workflow-driven order fulfilment system for the MegaPath client, integrating automation, validation, and business logic to improve process efficiency.

Enhanced system performance and reliability through optimized API design, structured database updates, and automated workflow orchestration.

Technology Stack: Microsoft Dynamics CRM,ASP.NET, VB.NET, C#.NET, Trim, SQL Server, NUnit, NMock, WCF, WPF, Windows Services, Web Services, JavaScript, jQuery

EDUCATION & CERTIFICATIONS

Bachelor of Technology (B. Tech), Jawaharlal Nehru Technological University (JNTU), India

Microsoft Certified: Power Platform Developer Associate (PL-400)

Contact this candidate