Abhishek (Technical Consultant)

An experienced Microsoft Dynamics 365 Technical Consultant with more than 5 years of proven track record which provides high-quality CRM solutions for enterprise organizations. Extensive knowledge in implementing applications on Power Apps, Power Automate, Dataverse, Azure Integration Services and D365 CE. Enthusiastic about utilizing Microsoft products to solve practical problems in the business environment.

• Proven expertise in creating a full-cycle Dynamics 365 CRM solution design based on analysis of business needs and translating them into a technical design.
• Hands-on experience developing and deploying PCF (Power Apps Component Framework) controls to deliver rich, interactive user interface components.
• Proficient in configuring Dataverse security model including business units, teams, field-level security and role-based access control.
• Experience configuring the D365 Customer Service module such as queue management, SLA management, entitlements management and routing rules.
• Ability to generate SSRS and Power BI reports integrated in D365 dashboards for operations metrics.
• Proficient in using JavaScript for dynamic form behavior, field validations and ribbon customizations.

• Developed a comprehensive lead management system for a property broker that automated the agent allocation process through a D365 CRM process flow.
• Created PCF controls for property listings and made it possible for agents to see maps and images of properties in the D365 CRM environment.
• Setup security roles and business units for Dataverse making sure only agents allocated to specific listings and regional managers would be able to see property data.
• Connected Azure Functions with external property listing systems and updated property listings in D365 in real time.
• Implemented a Power Pages portal that allows non-CRM users to browse properties, schedule tours and contact brokers via the CRM.

• Created a lead qualification and relationship management system for a retail bank, setting up model-driven applications that would allow relationship managers to record all customer interactions and associated financial products.
• Azure was integrated with the core banking application using REST APIs that facilitated the synchronization of account balances and transactions in D365 in real time.
• Dataverse field-level security and permission levels were configured so that confidential information, like credit scores and financial data, could be accessed only by those who had clearance.
• Power Automate flows were designed for the loan disbursement process, with multilayer authentication and automated email and SMS notifications for customers.
• Created Power BI analytics for portfolio performance and regulatory compliance monitoring, as well as SSRS reports for service level agreement (SLA) monitoring and agent performance.