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Click here or scroll down to respond to this candidate Candidate's Name
CRM DEVELOPER
PHONE NUMBER AVAILABLE EMAIL AVAILABLE San Antonio, TX, USA, Street Address
PROFESSIONAL SUMMARY
A highly skilled Dynamics 365 expert with over 10 years of experience in architecting and customizing
Dynamics 365 CRM, Finance & Operations, and Business Central solutions. Proficient in leveraging Power
Platform tools to create sophisticated business solutions with robust automation and analytics capabilities.
Adept at integrating Dynamics 365 with third-party systems to create seamless end-to-end business processes,
ensuring a cohesive and efficient operational environment.
Skills
Proficient in Dynamics 365 CRM development, configuration, customization, system integration (APIs,
Azure Logic Apps, etc.), system architecture design, workflow automation, custom module development, data
management, and integration tools like SSIS. Skilled in testing (unit, system integration, UAT), CI/CD
processes (Azure DevOps), reporting and analytics (Power BI, SSRS, Fetch XML, Power Query, DAX), and
Agile methodologies (Scrum, JIRA). Knowledgeable in security and compliance (role-based access control,
GDPR, HIPAA) and experienced in user training and support. Additionally, I am familiar with Microsoft
Flow, Kingsway Soft, Scribe, DevOps practices, Azure Functions, and project management, with a strong
capability in facilitating retrospectives and continuous improvement processes.
EXPERIENCE
Dream Box Learning
Mar 2022 - Current
Senior CRM Dynamics Developer
As a Senior CRM Dynamics Developer, I optimized customer onboarding and sales performance
processes using Dynamics 365 Customer Service and Sales. I configured workflows, compliance
rules, and automated document management, achieving significant improvements in efficiency and
compliance. I implemented advanced features and analytics in Dynamics 365 Sales, automated
tracking workflows, and developed Power BI dashboards for real-time insights, enhancing sales
performance. My responsibilities included engaging stakeholders, designing scalable system
architectures, overseeing custom module development, managing third-party integrations, executing
data migration strategies, and implementing robust security measures to ensure compliance. This
resulted in more efficient and effective customer onboarding and sales processes.
Sweetgreen
Mar 2018 - Feb 2022
Dynamics 365 Customization Specialist
In the Customer Service Automation Project, I streamlined operations using Dynamics 365 Customer Service
by configuring automated service processes, developing custom workflows and business rules for efficient
case management, and integrating with communication platforms to support multichannel interactions,
resulting in reduced response times, improved service quality, and increased customer satisfaction. In the Lead
Generation and Nurturing System Project, I enhanced efforts through Dynamics 365 Marketing integration
by automating lead capture, creating custom segments and customer journeys, and utilizing Power BI for
comprehensive marketing analytics and campaign ROI measurement, leading to improved lead conversion
rates and optimized campaign performance. My key responsibilities included gathering requirements and
documenting detailed functional specifications, customizing Dynamics 365 CRM modules to align with client
workflows, automating processes using Power Automate, managing seamless data integration with external
systems, planning and executing data migration strategies, conducting rigorous testing phases, developing
training materials, and managing project timelines, resources, and budgets for success.
Hexalyze Consulting Services
Jan 2014 - Feb 2018
Dynamics Business Central Engineer
The "Customer Support Integration" project aimed to enhance customer support capabilities by
integrating Dynamics 365 CRM with existing support systems, focusing on improving data flow,
response times, and reporting. Achievements included collaborating with ERP and CRM teams to
understand integration needs, designing a scalable integration architecture, developing APIs and
web services for system communication, and conducting rigorous testing to ensure data accuracy
and compliance with business requirements. The project resulted in improved customer support
through seamless data synchronization and enhanced reporting. My key responsibilities involved
gathering detailed business requirements through workshops and interviews, designing scalable
system architectures aligned with business needs, overseeing the development of custom modules,
managing integrations with third-party applications, planning and executing data migration
strategies, ensuring compliance with industry standards and robust data security, and managing
project timelines, resources, and budgets. Additionally, I led and mentored project teams to foster
collaboration and ensure high performance.
Education
Bachelor of Science (Software Engineering)
Texas State University
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