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Click here or scroll down to respond to this candidate Candidate's Name
DYNAMICS DEVELOPER
Southern Methodist University
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Dallas, Texas
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.
work experience
Senior Dynamics Developer Consultant ( Apr 2019 - Jun 2024 )
Chegg
Sales and Marketing Integration
Dynamics 365 Sales and Marketing: Configured and customized for integrated campaign management,
improving alignment and effectiveness.
Custom Workflows: Developed to synchronize sales and marketing activities, enhancing operational
efficiency.
Power BI Dashboards: Utilized for performance tracking, providing insights for informed decision-making.
Outcome: Improved sales and marketing alignment and campaign effectiveness.
Finance & Operations Resource Planning
Dynamics 365 Finance & Operations: Implemented for resource planning, automating allocation and
utilization tracking.
Custom Modules: Developed to integrate with HR systems, ensuring real-time resource availability.
Outcome: Enhanced resource planning and operational efficiency.
Customer Feedback Portal
Dynamics 365 Customer Service Integration: Integrated with customer feedback systems for streamlined
management.
Custom Entities and Workflows: Developed to manage feedback collection and analysis, improving customer
satisfaction.
Power Apps Interface: Created a user-friendly portal for feedback submission.
Outcome: Improved customer satisfaction through efficient feedback management.
Key Responsibilities
Workshops: Conducted detailed workshops to gather and document business requirements.
System Architectures: Designed scalable architectures and customized Dynamics 365 CRM to fit business
needs.
Integration Management: Managed seamless integration with third-party systems to ensure data flow.
Data Migration: Planned and executed strategies for data migration, maintaining data integrity.
Compliance and Security: Ensured compliance with industry standards and implemented robust security
measures.
Testing and QA: Conducted extensive testing processes to ensure system reliability.
Project Leadership: Led project teams, managing timelines, resources, and budgets effectively.
Dynamics 365 Configuration Developer ( Mar 2015 - Apr 2019 )
Warby Parker
Customer Retention Program
Dynamics 365 Customer Service Integration: Integrated with customer retention platforms to enhance
strategies.
Workflow Automation: Developed workflows for automated customer retention strategies, improving
efficiency.
Power BI Dashboards: Utilized for retention analytics, providing insights for enhanced service quality.
Outcome: Increased customer retention rates and improved service quality.
Power Platform HR Portal
Power Automate Workflows: Developed custom workflows for HR processes, optimizing efficiency.
Power Apps Development: Created user-friendly apps for employees to access HR services and submit
requests.
Power BI Integration: Integrated for HR analytics and reporting, enabling data-driven decisions.
Outcome: Improved HR service delivery and enhanced employee satisfaction.
Sales Automation with Power Platform
Dynamics 365 Sales Configuration: Configured for automated sales processes, improving sales efficiency.
Custom Power Apps: Developed for mobile sales tracking, enhancing sales team productivity.
Power BI Analytics: Integrated for real-time sales analytics, enabling informed decision-making.
Outcome: Enhanced sales efficiency and data-driven decision-making.
Key Responsibilities
Requirements Gathering: Conducted workshops to gather and document requirements from various teams.
CRM Customization: Customized Dynamics 365 CRM modules to align with unique workflows and business
needs.
Workflow Automation: Developed automated workflows using Power Automate to streamline processes.
Data Management: Managed data integration and migration strategies to ensure seamless transition and data
integrity.
Testing and Training: Conducted comprehensive testing and provided user training and support for effective
system utilization.
Project Management: Managed project timelines and collaborated with cross-functional teams to achieve
project goals.
Junior Dynamics CRM Specialist ( Apr 2011 - Mar 2015 )
Dirayaah Smart Technologies
Vendor Management System
Dynamics 365 Finance & Operations Implementation: Implemented for vendor management.
Workflow Automation: Developed workflows for automating vendor onboarding and performance tracking.
Integration: Integrated with procurement systems for seamless vendor data management.
Outcome: Improved vendor management efficiency and streamlined procurement processes.
Business Central Inventory Management
Dynamics 365 Business Central Implementation: Implemented for inventory management.
Custom Modules: Developed to track stock levels and manage reorder points.
Integration: Integrated with supplier systems for real-time inventory updates.
Outcome: Optimized inventory management processes and minimized stockouts.
Customer Engagement Analysis
Dynamics 365 Customer Service Integration: Integrated with engagement tracking systems.
Workflow Development: Created workflows to monitor and analyze customer interactions.
Power BI Dashboards: Utilized for creating insightful dashboards on customer engagement.
Outcome: Enhanced understanding of customer interactions and improved service strategies.
Key Responsibilities
Requirements Gathering: Conducted detailed workshops to gather business requirements.
System Architecture: Designed and customized system architectures for Dynamics 365 CRM.
Development Oversight: Managed the development of custom modules and third-party system integrations.
Data Migration: Planned and executed strategies to ensure data integrity during migration.
Testing and Quality Assurance: Conducted thorough testing and quality assurance processes.
Compliance and Security: Ensured compliance with industry standards and implemented robust security
measures.
Project Management: Managed project timelines, allocated resources, and controlled budgets effectively.
Skills
Dynamics 365 CRM Development: Configured and customized Dynamics 365 CRM for tailored business
solutions.
Dynamics 365 Finance and Operations (F&O): Customized modules and automated workflows for financial
and operational efficiency.
Dynamics 365 Business Central (BC): Developed and integrated modules to optimize financial management.
Power Platform: Created solutions with Power Apps, Power Automate, Power BI, and Power Virtual Agents
for automation and analytics.
Integration: Integrated Dynamics 365 with third-party systems, designed system architectures for seamless
data flow.
Workflow Automation: Developed custom workflows and business rules to automate processes effectively.
Data Management: Led data migration with a focus on integrity, security, and compliance.
Testing and QA: Conducted unit testing, system integration testing, and UAT with CI/CD processes.
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