Efficient CRM Implementation with Dynamics 365
Ajith Nair
Implemented D365 Sales for internal teams
Collaborated with senior leadership to address project, operational, and strategic risks, enhancing system
interoperability by integrating D365 cloud with on-premise legacy applications.
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Facilitated the transition from CRM 2011 to Dynamics 365, leveraging advanced features for improved scalability
and customer relationship management.
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Implemented efficient case management and routing in Dynamics 365, leading to faster resolution times and
increased customer satisfaction.
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Developed custom plugins, workflows, and Azure functions using C#, .NET, and JavaScript to extend Dynamics 365
CRM capabilities and automate complex business processes
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Canvas apps • developed using PowerFx
Developed and delivered interactive Power BI dashboards and reports, providing actionable insights and
enhancing business intelligence capabilities.
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Automated routine tasks and sent timely reminders through Power Automate, reducing manual effort and
minimizing errors.
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Ensured data integrity and availability for advanced reporting by implementing automated daily backups from
Dataverse to Azure Data Factory.
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Led the migration of a paper-based system to a modern Angular Electron-based application, enhancing efficiency
and accessibility.
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Posted Nov 27, 2024
Successfully implemented a cost-effective Dynamics 365 CRM solution aligned with the latest industry advancements, addressing the client's specific pain points.
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