MS D365 CRM Technical Consultant

Pranay

M.E. - Parvatibai Genba Moze College Of Engineering

Pranay is a seasoned MS D365 CRM Technical Consultant known for delivering impactful CRM solutions. His expertise in customizing and integrating Dynamics 365 CRM has driven notable improvements in client productivity and cost-efficiency. Pranay is available hourly, monthly, or quarterly to optimize your CRM systems and enhance your business performance.

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Hourly ($20)

Monthly ($1000)

3-Months ($2500)

Annually ($7700)

Responsibility

1. Led complex Microsoft Dynamics 365 CRM implementation projects, serving as the primary technical point of contact for client's.
2. Conducted detailed analysis of client's business processes and requirements, translating them into effective technical solutions within Dynamics 365 CRM.
3. Customized and configured Dynamics 365 CRM entities, forms, views, and dashboards to meet client's needs and optimize user experience.
4. Developed and deployed custom plugins and workflows to automate business processes and enhance CRM functionality.
5. Integrated Dynamics 365 CRM with external systems and data sources using RESTful APIs, Webhooks, and Azure Integration Services.
6. Created and maintained advanced SSRS reports and dashboards for data visualization and reporting in Dynamics 365 CRM.
7. Utilized JavaScript and TypeScript to implement client-side scripting for form customization and user interface enhancements.
8. Designed and implemented complex data migration strategies, ensuring the accurate transfer of data from legacy systems to Dynamics 365 CRM.
9. Collaborated with client's to define and execute testing plans, including unit testing, integration testing, and user acceptance testing (UAT).
10. Conducted end-user training and provided ongoing support to ensure client's teams could effectively utilize Dynamics 365 CRM.
11. Managed security and access controls within Dynamics 365 CRM, including role-based security and data-sharing rules.
12. Implemented and configured Microsoft Power Platform components such as Power Apps and Power Automate to extend CRM functionality.
13. Developed and maintained documentation, including technical specifications, solution design documents, and knowledge base articles.
14. Oversaw system maintenance and performance tuning activities to ensure optimal Dynamics 365 CRM system health.
15. Managed and prioritized change requests, enhancements, and bug fixes, coordinating with development teams for timely resolution.
16. Assisted client's in achieving regulatory compliance within Dynamics 365 CRM, such as GDPR or industry-specific standards.
17. Evaluated and recommended system enhancements, upgrades, and additional modules based on client's evolving needs.
18. Stayed updated with the latest Dynamics 365 CRM updates and industry trends, providing client's with insights on potential improvements and innovations.
19. Mentored junior consultants and provided technical guidance and expertise within the team.
20. Collaborated with project managers to ensure project timelines and budgets were met, ultimately achieving high levels of client satisfaction.

Projects

Microsoft D365 CRM Data Migration and Integration

1. Collaborated with stakeholders to assess the data landscape and identified data sources for migration.
2. Defined data mapping rules and performed transformations to align with the CRM data model.
3. Developed custom data extraction scripts and tools to extract data from various source systems.
4. Implemented data cleansing procedures to ensure data quality and accuracy before migration.
5. Designed and implemented an integration architecture to synchronise real-time data between CRM and other enterprise systems.
6. Utilized RESTful and SOAP APIs to integrate CRM with external applications, enabling seamless data flow.
7. Developed custom plugins and workflows within CRM to automate data processing and enrichment.
8. Conducted extensive data testing and validation to ensure data integrity and correctness.
9. Provided training to end users and administrators on data entry best practices and CRM integration processes.
10. Created comprehensive documentation outlining data migration and integration processes for future reference.

Microsoft D365 CRM Customization and Workflow Automation

1. Collaborated with business users to gather and document detailed CRM customization requirements.
2. Designed and implemented custom entities in CRM to capture specific business data.
3. Created custom fields, forms, and views tailored to user roles and business processes.
4. Developed complex workflows and business process flows to automate lead-to-opportunity and case management processes.
5. Leveraged JavaScript and C# plugins to extend CRM functionality and enhance user experience.
6. Integrated CRM with a marketing automation platform for lead nurturing and campaign tracking.
7. Designed custom dashboards and reports to provide real-time insights into sales and customer service activities.
8. Fine-tuned the CRM security model to ensure data privacy and compliance with access controls.
9. Conducted training sessions to educate users and administrators on the newly customized CRM features.
10. Established a process for gathering user feedback and iteratively improving CRM customization based on user needs.

Microsoft D365 CRM Upgrade and Migration

1. Assessed the existing CRM version and identified the need for an upgrade.
2. Developed a comprehensive upgrade plan, outlining tasks, timelines, and resource requirements.
3. Migrated data from the old CRM version to the latest D365 CRM version, ensuring data consistency.
4. Upgraded customizations, plugins, and workflows to align with the new CRM version.
5. Conducted thorough testing, including regression testing and performance testing, to validate the upgraded CRM solution.
6. Provided training to end users and administrators on the new features and changes introduced in the upgraded CRM.
7. Orchestrated a smooth rollout of the upgraded CRM system, minimizing downtime and disruption.
8. Offered post-upgrade support to address any issues or challenges after the upgrade.
9. Optimized CRM performance in the upgraded environment, addressing performance bottlenecks.
10. Prepared documentation and conducted knowledge transfer sessions to ensure the client's team could effectively manage the upgraded CRM solution.