SUMMARY

• Analytical, hands - on and solutions oriented Consultant with over 18 years’ experience of IT systems (hardware/software) implementation, integration and support across diverse service industries.
• Over 2 years experience implementing, configuring, customizing and supporting Dynamics 365, combined 7 years implementing Office 365 (primarily the Enterprise, E3-E5) environments and Dynamics CRM versions

TECHNICAL SKILLS

Cloud Technologies: Microsoft Dynamics 365. Microsoft 365, Azure.

CRM Tools: Microsoft Dynamics 365, CRM 2011-2016, XRMToolbox

Communication & Team Collaboration Tools: Exchange/SharePoint/Teams

Productivity Software: Microsoft Office 365/2016, Project, Visio

OS Platforms: Windows Server 2016, 2012R2 Datacenter, Windows 10, 8, 7

Databases, Migration and Reporting Tools: SQL 2014/2016, SSRS, SSIS Access, Excel, Business Objects

PROFESSIONAL EXPERIENCE

Confidential

Dynamics 365 Consultant

Responsibilities:

• Installed and Configured the Sales and Marketing Hub applications for Dynamics 365’s new UCI, including user management, and security policy review and implementation.
• Managed and maintained Dynamics 365 instances, SBOX, DEV, TEST and PROD.
• Key POC in testing, deployment and creating support tickets for resolution by the Microsoft Dynamics 365 support team.
• OOB Dynamics 365 Customization and Configuration; reports, dashboards, forms, workflows.
• Integrated Microsoft Teams with Dynamcis 365.
• Key in developing and implementing Dynamics 365 with 3rd party platforms, DnB Optimizer, Accent, etc.
• Managed details and processes for changes, releases, updates and enhancements of the MS Dynamics 365 platform, including reviewing and assessing release notes, determining and communicating change impacts, establishing test scenarios, criteria and environments, and working closely with business and technical staff to validate and deploy changes to production.
• Created learning literature documentation for Dynamics 365 new UCI for Sales and Marketing.
• Advised leadership and participated in the identification and development of strategies that leveraged the MS Dynamics 365 Platform.
• Microsoft 365 administration, configuration and maintenance of Exchange, Teams, SharePoint, OneDrive, and other LOB applications.

Confidential

Dynamics 365 / Office 365 Consultant

Responsibilities:

• Techno-Functional role; participated in requirements gathering, Analysis (Fit-Gap, Project Planning, Requirement Gathering) and Design (FDD, TDD, SDD, Integration planning, Data Migration and reporting) processes, including analyzing front office processes (sales, marketing and customer service) to identify opportunities for improvement to be integrated with project.
• OOB Dynamics 365 Customization and Configuration based on upon Customer requirements.
• Instance configuration of both Sandbox/Dev and Production instances.
• Integration configuration of key backend services, e.g EXO for email.
• Workflow/BPF and Flow processes implemented.
• New Forms, Views, Fields, reports and dashboards created as requested.
• New Workflows and Business Process Flows implemented.
• Configured document management integration for Sharepoint Online, OneDrive and OneNote.
• Created, updated documentation, policies and procedures including user manuals.
• Worked with UAT to test functionalities post implementation.
• Report building using XRM Toolbox to extract XML for SSRS.
• Performed system administration requirements as needed.
• Drove end-user adoption/training of both Dynamics 365 and Office 365.
• On-going Microsoft Teams training.

Confidential

Dynamics 365 / Office 365 Consultant

Responsibilities:

• Techno-Functional Team member Involved in all the phases of end to end project life cycle with key requirements gathering solution designing, analysis, design discussions, configuration and customization, advanced customizations, and Deployment.
• Strategized with stake holders to adhere to company business processes.
• Reviewed overall security of environment and users, applied best practice security methodology by creating custom security roles with a special focus on field security profiles.
• Created and Customized Entities, Fields, Forms and Views
• Implemented Business Process Flows and Workflows as per requirements.
• Worked with Managed and unmanaged solutions.
• Documented functional requirements.
• Post-implementation of Document management integration for SPO, OneDrive and OneNote after Client purchased Office 365 subscription.
• Transition customer from on-premise AD, Email and SharePoint to Office 365 E3 subscription for 1000+ users.
• Configured tenant account with Custom domain.
• Setup Sync via AAD for SSO to enable usage of Dynamics and Office 365 with the same on-prem credentials.
• Migrated Client email and SharePoint to Office 365.
• Configured Skype for Business online.
• Worked on production support activities and trouble shoot issues as and when required
• End-user training (onsite and virtual via Skype for Business)

Confidential

Dynamics 365 / Office 365 Consultant

Responsibilities:

• Full Life Cycle implementation of Dynamics 365.
• Techno-Functional Lead role in managing team to deploy new instance of Dynamics 365 with a primary focus on Service Desk to be utilized by Help Desk, and secondary focus on Sales/Marketing modules as well.
• Led meetings with stake holders to gather and review requirements.
• Implemented security roles, business units and teams.
• Created and Customized Entities, Fields, Forms and Views, Dashboards.
• Implemented Business Process Flows and Workflows as per requirements.
• Modified CRM extensions to interface with other systems through message queues and web services.
• Effort estimation for configuration, customization and documentation.
• Experience using standard project tools including Microsoft Project, Excel and PowerPoint.