SUMMARY:

• Over 7+ years of IT industry experience as a MS Dynamics CRM Techno - Functional Consultant/Business Analyst and experience of Microsoft Dynamics GP & CRM modules, licensing model and pricing.
• Experience in implementation and customization of Microsoft Dynamics CRM and 2011 using C#, ASP.NET, HTML, JavaScript, XML, and SQL Server.
• In-depth practical knowledge of all modules and features of Microsoft Dynamics CRM 2016, 2013 and 2011 versions and have good exposure in other areas of project execution like Customer facing, Requirement gathering and analysis, Consulting, Solution Designing, Documentation, Implementation, Development and support of Business Solutions.
• Experience in using CRM for Outlook (Online/Offline), Microsoft Dynamics CRM SDK, Scribe and Data Migration Tools etc., good understanding of security at various levels (Users, Teams, Business Units, Roles, Hierarchy).
• Experience in designing and developing Databases in SQL Server which includes the development of Stored Procedures, User Defined Functions and Triggers using Transact SQL.
• Experience in integration of MS CRM with internal and external third-party/ enterprise level applications, involved in ASP.NET integration with MS CRM (CURD Operations, Query Expressions, Fetch XML, Query by Attribute).
• Hands on experience in reports development using SQL Server Reporting Service (SSRS) and experienced in developing integration packages using SQL Server Integration Service (SSIS).
• Worked on Various Full Life Cycle Implementations as a CRM Consultant, expertise in customization, configuration and integration of MS CRM and expertise in developing and deploying plug-ins, custom workflow activities and java script extensions for MS CRM.
• Significant knowledge of Dynamics CRM Online, and the O365 platform as it pertains to feature sets that integrate with Dynamics CRM solutions and expertise in Microsoft Dynamics 365/CRM service programming, development, and Application Integration capabilities such as creating a customer portal solution.
• Experience in translating requirements into solutions with proper dependencies and preparing strategic development plan in MS CRM.
• Experience in integration MS Dynamics CRM with MS Outlook, Legacy systems, Office 365 for exchange online and Lync call, external Websites, CRM on tablets and mobile platforms, SharePoint (Knowledge) using .NET Frameworks and upgrading CRM 2015 application to CRM 2016.
• Experience working in Agile environment and participating in Agile ceremonies - Sprint Planning, Sprint Commitment, Daily stand-up, Continuous Release planning.
• Knowledge of Microsoft Dynamics CRM 2011 Customization and Configuration, Application, Microsoft Dynamics CRM 4.0 (Installation & configuration) & Microsoft Dynamics CRM 4.0 Connector for Microsoft Dynamics GP10.
• Experience with Performance Monitoring and load testing methodologies and expertise in Object Oriented Analyses, Design and Programming.
• Expertise in conducting Brainstorming sessions, JAD Sessions, one-on-one interviews, and workshops with business users, Subject Matter Experts (SME's), and other stakeholders for requirements gathering.
• Experienced working with Software Development Life Cycle (SDLC), like RUP and Waterfall methodologies and knowledgeable in Test management / Software Testing Life Cycle (STLC)
• Experienced working with Client - Server architecture. Extensively used Kingsway Soft ETL tool for migrating data from various data sources in to CRM.
• In-depth knowledge of writing Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) as well as liaising with Developers and Analyst in ensuring Test Strategy, Test Plans and Test Cases are conducted in line with Project goals.
• Experienced with setup, Security, Backup/Restore Process, Customization, Data Storage, Updates and Deployed Releases of Microsoft Dynamics CRM 2013 On-Premise 2013.
• Experience in data collection from multiple sources, interpretation, presentation, and management of reporting and decision making, proficient in using Rational Requisite Pro and Quality Center to manage test cases and defects.
• Experience in working with off-shore teams and ability to work in a deadline-oriented environment and ability to do multi-tasking with little inputs.
• Experience in Business Process Automation/Improvement, Business Process Re-engineering and Business Transformation and analyzing the complex modules and business processes and familiar with Tableau, Microsoft power BI and Excel for data visualization and analytic needs of large sets of data.

PROFESSIONAL EXPERIENCE:

MS Dynamics CRM Consultant

Confidential, Austin, TX

Responsibilities

• Designed and supported Microsoft Dynamics applications and involved in setting up Microsoft dynamics CRM environments (Both On-Premise and Online) and demonstrate them to potential prospects.
• Implemented Form Customizations (Multiple Forms, Role based Forms, Quick View Form, Quick Create Form, Mobile Form and Tablet Form).
• Involved in migration of Microsoft Dynamics CRM from older versions to the most recent ones, performed gathering business requirements needs and translate into Microsoft Dynamics CRM functions.
• Involved in installation, configuration, administration and customization of the Microsoft Share-point Server 2010 and implemented code version maintenance/tracking using Microsoft Team Foundation Server (TFS).
• Created Microsoft Dynamics CRM Custom parts (Plug-in, work-flow, data migration, and new web forms, Entity, Site map & Ribbon Customizations) to cater business needs of customer.
• As per the business requirements implemented synchronous and asynchronous plug-ins, developed custom workflow and plug-ins activities consuming MS Dynamics CRM web services and using CRM SDK APIs.
• Involved in Data Management Activities (Import, Export, Re-import, Bulk record deletion), consumed and exposed Dynamics CRM APIs for custom web front-end development and external service integration.
• Involved in requirements gathering, analysis and project planning, Dynamics CRM data capture, integration, auditing, data mapping, importing data and creation of interfaces.
• Customized MS Dynamics CRM application based on the business requirement, Work-flows and Plug-in for automated processes, based on requirement from sales and marketing department to increase visibility and efficiency.
• Involved in working with Scribe Integrations and troubleshooting issues reported by customers and implemented Power BI Desktop for sharing dashboards and refreshing data from Microsoft Dynamics 365 (online), sales, marketing, and service personnel in your organization have a powerful new way to work with Dynamics 365 data.
• Worked on all the new Out of Box features like Business Rules, Business Process flows, Synchronous Workflows etc. in MS CRM 2015, 2016 and used SharePoint to integrate the data with CRM system from office 365 and worked on Service Bus.
• Generated reports using SSRS, Excel (Pivot) that could be used to send information to diverse group of users, clients, and managers and created integration component to connect CRM with SharePoint2013.
• Implemented logical business rules in CRM to meet business process requirements and utilization of SDK and utilized the developed custom screen to qualify/disqualify the leads and win/lost opportunities by suppressing out-of-box dialog windows.
• Worked on all the new Out of Box features like Business Rules, Business Process flows, Synchronous Workflows etc. in MS CRM 2015, 2016 and extensively used Kingsway Soft ETL tool for migrating data from various data sources in to CRM.
• Used SharePoint to integrate the data with CRM system from office 365, generated reports using SSRS, Excel (Pivot) that could be used to send information to diverse group of users, clients, and managers and carried Customizations on Microsoft CRM forms for data collection and retrieval activities and involved in ribbon.
• Involved in Software development life cycle (SDLC) in scrum methodology per the user requirements and installed, Configured and Customized of MS Dynamics CRM 2016. Created custom dashboard, custom Ribbon button and configured sitemap utilizing Pragma toolkit. Used agile methodology for the project.
• Pulled the data from SQL Server 2012 with CRM from legacy data sources using SSIS with Kings Way Soft, build Workflows to create an efficient way of communication among different Divisions/Agencies by Auto Email notifications for key updates on any Dynamics CRM records.
• Carried Customizations on Microsoft CRM forms for data collection and retrieval activities and involved in ribbon and involved in Software development life cycle (SDLC) in scrum methodology per the user requirements.
• Customized forms and views for new modules to be added to existing MS Dynamics CRM 2016 system. Also implemented customization in customized entities and forms (Ribbon, Sitemap, Web Resources, Option set).
• Integrated MS Dynamics CRM 2016 with MS Outlook 2016 and offered a steady, familiar user interface. Built web pages that are more user-interactive using jQuery plug-in, JavaScript. Experience in working with Microsoft Azure cloud.

MS CRM Techno-Functional Consultant

Confidential, Cleveland, OH

Responsibilities

• Gathered and understand client functional requirements, performed gap analysis between client& requirements and the functionality within Microsoft Dynamics CRM (online).
• Implemented security policies within the organization using MS CRM roles and groups. Developed custom .Net forms, web pages and integrations using ASP.NET when requirements may not be met through customization
• Started using Microsoft CRM 2015 and designed a document regarding migrating to Microsoft CRM 2015 from Microsoft CRM 2013.
• Designed a user manual regarding the recent changes in Microsoft CRM 2015 to train users about the new Microsoft CRM and used Agile methodology to manage and tracked projects during Sprints.
• Used JIRA to capture, analyze and assign work, organize issues, and follow team activities and what the team would work on, conducted gap and impact analysis and created Source to Target Mapping (STM) documents for data migrations.
• Involved in gap analysis to assess status and future needs as a first step in implementation of the new competencies for the Oracle Corporation.
• Responsible for overseeing the company & requirements, development, testing and deployment of Microsoft CRM projects and created a project plan including hourly estimates by task and milestones to serve as a guide throughout the project.
• Integrated MS Dynamics apps with Mobility, Outlook Connector, Marketing Automation, Field Service, and third-party apps and with MS Dynamics CRM Online using Azure Logic Apps, Web Jobs.
• Design new Project Management Database in Microsoft CRM and prepared, imported and verified data integrity in new database.
• Created custom data entry interface, custom queries and design report templates in Microsoft CRM, customized and configured the application to meet client requirements using the Microsoft Dynamics CRM.
• Created the Business Process stages for the SELL OUT and SELL IN processes for the Sales life cycle, created all the security roles and users accordingly in the system based on roles.
• Performed one to one requirement gathering session with Business users and prepared the Enhancements lists in Service Module and created custom workflows, web resources to show the customized solutions in order to help the Sales and Marketing users to perform their day to day activities.
• Implemented mapping for the entities and defined relationships between entities, configured the Real-time workflows to process Opportunity close or Re-open and performed Integration and Mapping the entities in the organization.
• Implemented the Goals and defined Goal metrics for Sales and Service Module and developed both Managed and Unmanaged solutions in Microsoft Dynamic CRM 2015 to support the enhancements and published the customizations into the system.
• Supported B2B, B2C clients to determine business requirements to further develop the CRM, involved in Dynamics CRM data capture, integration, auditing, data mapping, importing data and creation of interfaces.
• Designed and integrated business processes and data flows between CRM applications and other applications and conducted JAD sessions, analyzed and documented the business requirements from various teams and stakeholders.
• Used the Advance find View, created and pulled up the data for the users to use for their day to day activities and analyzed functional capabilities and limitations of out of box application and make wise decisions to reduce amount of custom code developed.
• Discovered performance issue with plugins that run on every entity create, associate and disassociate and recommended registration for only the entities that need it.

Dynamic CRM Consultant

Confidential, Charlotte, NC

Responsibilities

• Involved in requirements gathering, analysis and project planning and Created organizations, business units, groups and their relationships
• Customized Service module and contract templates, entitlement templates, Service Level Agreements and product catalogue according to the business process.
• Created several types of workflows based on requirements from service department and managed project templates, Use Case project templates, requirement types and traceability relationships in Requisite Pro. Developed Systems Specifications document to define the impact of the new requirements on the existing system.
• Performed the successful conversion to Dynamics CRM from the legacy application. Also, discussed Business needs with users and performed Dynamics CRM modifications. Successful implementation of Dynamics CRM integration. Setup new customer Audit profiles in Dynamics CRM.
• Extensively used User interface controls that use jQuery to validate client-side validation and used Bing Maps API to design and develop dashboards to display incoming customer requests and update address coordinates in the Microsoft Dynamics CRM 4.0.
• Designed and built DTS/SSIS packages and ran several scripts for implementing changes in the backend for applications and suggested several security policies on various entities in the system to manage and implement appropriate access controls
• Provided CRM end user training for case and service managements for department staff, extensively worked on designing reports using SQL Server Reporting Services (SSRS)
• Designed plug-ins to populate case-id on creation of new case for service module and implemented various aspects of CRM using traditional SDLC
• Created several client-side extensions using JavaScript, CSS and HTML5 and migrated data from Excel source to CRM using SSIS.
• Created and customize reports in the system by using SQL Server Reporting Services (SSRS) to provide data for service management and opportunity management.
• Involved in Performance Measurement to develop measurable indicators that can be systematically tracked to assess progress made in achieving predetermined goals.
• Managed creation of product documentation to communicate features, benefits, positioning and impacts to different audiences and ensured that documentation deliverables from various groups are produced as needed.
• Consumed lots of data to develop reports and dashboards to improve customer relationship based on some data strategies, integrated with MSBI to support reporting, data analysis, and business planning.
• Involved in Requirements Gathering, Analysis and Project Planning Phases, customized MS Dynamics CRM application based on the business requirement and created a detailed project plan, which includes tasks based on their priority.
• Automated Workflow Configuration, Customization and implementation, initiated in requirements gathering, analysis and project planning
• Implemented MS Dynamics CRM 2013 application based on the business requirement and developed several client-side extensions using JavaScript, CSS and HTML, generated of data from Excel source to CRM using SSIS.
• Implemented and customize reports in the system by using SQL Server Reporting Services (SSRS) to provide data for demand planning and opportunity management.
• Customized Workflows and Plugin for automated processes, based on requirement from sales and marketing department to increase visibility and efficiency.
• Created SSIS packages for different data loading operations for many applications and managed CRM web service and developed a custom service using WCF to provide extended functionalities to the common methods of CRM.

Business Analyst/consultant

Confidential, New York NY

Responsibilities

• Interfaced with business users to document receiving, binning, customer picking, inventory processing and reporting processes for click & collect orders.
• Worked with Project Management team to perform an extensive Financial analysis of various initiative the program; planned the project as per the resources and timeline.
• Interacted with various stakeholders to collect their user stories; document, manage and ensure real-time tracking of them as project proceeds.
• Worked closely with Store Planning teams to re-design Point of Sale (POS) systems to integrate the changes for implementing omni channel shopping.
• Worked on e-commerce content gathered in past, performed in depth BI functions to derive useful insights from raw data, developed work flow diagrams in Visio from customer order to Point of Sale (POS); identified steps to modify for re-designing the supply chain.
• Worked with the business teams to map existing Order & Contract Management & Order Evaluation systems; re-designed data flow operational flow process to reflect the newly aligned strategic goals.
• Analyze business data, to understand customer behavior and organizational activities of past in customer ordering and fulfillment processes.
• Worked on Business Case Development and carried out intensive research with Business and System executives to set the strategic goals and future
• Created Business Requirements Document (BRD), Use Case Specifications, Systems Requirements Specification (SRS), Functional Specification and User Stories; also, created ad hoc reports as per the situation needs.
• Studied the current system functionalities & behavior and documented "As-Is" process; later upon business requirements and identifying the application shortcomings developed "To-Be" processes.
• Developed business case studies by collecting survey information regarding footfall ratio in store locations and purchasing behavior of customers.
• Coordinated the planning of in store merchandizing and product marketing with the store managers and created a Requirements Traceability Matrix (RTM); Kept a track of product backlog, sprint backlog, and time estimates using Agile tools like Jira.
• Involved in virtual conferences via phone/digital conference system with offshore teams based in India and coordinated their work with the local teams.
• Coordinated the activities of Customer Relationship team in altering the contract management as per the business initiatives.
• Worked with supply chain & logistics teams to plan for omni channel shopping process and in development of extensive product returns mechanisms; integrated multiple payments systems for the convenience of customers.
• Developed BPMN work flow diagrams to show the process starting with customer login to product delivery; included with information exchange in various stages

TECHNICAL SKILLS:

Technologies: Dynamics 365, CRM 2016, 2015, 2013, 2011, 4.0, Share point, Azure

Languages: C, C++, C#, ADO.NET, Core java, SQL

Web Technologies: HTML5, CSS3, Java Script, XML, ASP, jQuery, Angular JS, Bootstrap

CRM Skills: CRM SDK, SCRIBE, DMM (data migration manager), Developer plugins and custom workflows, Iframes, ISV, CRM web services

CRM Tools: SSRS, ribbon workbench, XRM toolbox, sitemap editor, ODATA builder, Fetch XML builder, Fiddler, SSIS

Databases: MS Access, SQL Server, Oracle.