Job description

Kishore Veeranki MS Dynamics 365 CRM/ Power Apps Consultant +1 Summary: - Dynamic, result oriented Technical Consultant possessing more than 12 years of IT experience in analysis, architecture, design, development, and testing on Enterprise Applications. - Over 10 years of experience in Microsoft Dynamics CRM, PowerApps Platform and related technologies with Leading the team of developers with different stages. - Expertise in handling end-to-end applications development for both Model-driven and Canvas using Power platform environments - Involved in every phase of the life cycle gathering all the key requirements in the project from Design, Analysis, Development, Testing and Deployment of the solution in the MS Dynamic CRM. - Expertise in managing end-to-end Dynamics 365 projects with a focus on Business Process Flows (BPF), workflow automation, and business process optimization. - Experience in configuration and customization of Microsoft Dynamics 365, Microsoft Dynamic CRM 2016, 2015, 2013 (On premise), Microsoft Dynamic 4.0 version. - Expertise in implementing Business Rules, Business Process Flows, Plugins, Dialogs, Alerts, Goals, Case Actions, Ribbon Customization, Creating Custom workflows and Real Time workflows. - Having experience in creating Sitemaps for an organization using XRM toolbox. - Expertise in developing views, reports, dashboards, charts for all kinds of activities in MS Dynamic CRM. - Ability to gather requirements in project to design, development, refactor, test and deployment of XRM solutions that users use. - Experience in MS CRM, Dynamics 365 implementation, migration between different sources to Microsoft Dataverse (CDS), customization and integration of web-based applications. - Experience in building the MS Dynamics CRM forms, process, workflow, screens, views as well as workflows and reports around the customer needs for an interface. - Good hands-on experience in 3^(rd) party API s integrations for mass Email and Text services like SendGrid. SMS services like Twilio and other bulk SMS service providers. - Experience in developing Service Oriented Applications (SOA) using Web Services, SOAP, WCF and Web API. - Experience in Integrating MS Dynamics CRM with legacy systems and Office 365 using C#, JavaScript, Fetch XML and Web Services. - Good knowledge in creating Stored Procedures, effective Functions, Views, Cursors and appropriate Triggers to facilitate efficient data manipulation and data consistency using SQL Server. - Experience in working with Power Apps, Power Virtual Agents (Chatbots), Azure Integration with Power BI, Azure Databricks and Azure data factory to Power apps. - Sound knowledge and experience in the lifecycle of Sales, Marketing and Service entities in the system and managing the relationships in the system. - Experience and good knowledge in designing, developing and maintaining CRM business solutions in Customer Service, Sales, Marketing, Field Service, and Project Service in MS Dynamics 365. - Experience in working with reporting services such as - SQL Server Reporting Services (SSRS), SQL Server Integrating Services (SSIS) along with Power BI applications. - 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. - Expert knowledge of Dynamics 365 Sales, Marketing, and Field Service. - Experience with Azure DevOps and its integration into the Power Platform. - Experience in a SCRUM and Agile environment. - Developed and optimized complex ETL (Extract, Transform, Load) workflows using Azure Data Factory to automate data integration processes across multiple data sources. - Exposure to Power Virtual Agents (PVA) and their development/deployment. - SSRS development uses Visual Studio to create and deploy reports for Dynamics CRM. - Expert in creating and managing scalable workflows using Azure Logic Apps, integrating cloud-based and on-premises applications, data, and services. - Functional understanding of MS Dynamics CRM integration methods using: Kingsway Soft, Scribe Insight and Scribe Online. Skills: +----------------------+----------------------------------------------+ | Programming | C#.Net, XRM SDK for Dynamics CRM, Java, | | | JavaScript, PL/SQL, T-SQL, WCF, Web API 2.0, | | | Entity Framework 6.0, XML, OData, LINQ. | +----------------------+----------------------------------------------+ | Technologies & Tools | Microsoft Dynamics CRM (Online & | | | On-Premise), 2011 & 4.0, ADF, SQL Server, | | | Scribe, REST, SendGrid, Twilio, Visual | | | Studio, CRM Developer Toolkit, Solution | | | Packager. | +----------------------+----------------------------------------------+ | Databases | SQL Server, PostgreSQL, MySQL, SQL Server | | | Business Intelligence | +----------------------+----------------------------------------------+ | Methodologies | Scrum, Agile, Waterfall, Prototype, | | | Use-cases, Data & Process Flows, sequence | | | and ER Diagram, Microsoft Sure Step, | | | Iterative(RUP) | +----------------------+----------------------------------------------+ | Scripting Languages | HTML, CSS, J-Query, Java Script, ReactJS, | | | AngularJS, NodeJS. | +----------------------+----------------------------------------------+ | CRM Dynamics Tools | Dynamics 365, Power APP(Model Driven App), | | | Power Automation, C#.NET, JavaScript, CSS, | | | jQuery, Oracle Jet, Azure function | | | ,Microsoft Dynamics CRM 2015/2016 and 365, | | | PowerApps Portal, Power Platform, Azure | | | Functions, Microsoft Cloud Flow, Power | | | Virtual Agents. | +----------------------+----------------------------------------------+ | Web Technologies | HTML, CSS, PHP, Java, JavaScript, jQuery, | | | XML, JSON, Bootstrap, React. | +----------------------+----------------------------------------------+ Professional Experience Ontel Products - NJ, USA Aug 2024 to Present Role: Azure/PowerApps Lead Consultant Description: CRM app is designed to streamline and enhance the management of dealers, orders, and inventory for OnTel Products Marketing Agency. The system focuses on improving operational efficiency, maintaining accurate records, and fostering better relationships with dealers and customers, while ensuring optimal inventory management. Responsibilities: - Developed and deployed Model-driven and Canvas applications utilizing the Microsoft Power Platform, including Power Apps, Power Automate, and Power BI. - Led a team by allocating tasks, monitoring progress, ensuring adherence to work standards, and participating in sprint planning and implementation. - Customized and configured MS Dynamics CRM/D365 CE while leveraging out-of-the-box (OOTB) functionalities. - Export to Data Lake feature in F&O to push data into Azure Data Lake Storage (ADLS Gen2). Databricks reads data from ADLS using Spark and Delta Lake for efficient processing. - Use Synapse Link for Dataverse to move transformed data to Synapse SQL Pools. Optimize query performance with materialized views and partitioning. - Perform data cleansing, transformations, and aggregations as needed. Use Synapse SQL & Spark for data analysis. Connect Power BI to Synapse for real-time reporting and dashboards. - Schedule and manage workflows using Databricks Jobs, Azure Data Factory (ADF) - Designed interactive dashboards and real-time insights in the Model-driven app using Power BI Desktop. - Created and managed Business Process Flows (BPF) to guide users through consistent, repeatable workflows in the Model-driven app. - Integrated Oracle database data into Power BI using gateway connections and connectors like DataVerse. - Automated workflows for emails using SendGrid and text messaging via Twilio in Power Automate, integrated with Power BI and Power Apps. - Implemented Azure Data Factory (ADF) solutions, integrating it with Azure Data Lake, SQL Database, and Synapse Analytics for end-to-end data processing. - Utilized Microsoft connectors such as Office 365, DataVerse, and SharePoint to enhance app connectivity and interaction. - Designed canvas apps in Power Apps for streamlined access tailored to specific user roles. - Developed automated, instant, and scheduled flows, as well as business process flows, within Power Automate. - Streamlined invoice processing using AI Builder for data extraction and flow automation. - Created and managed Power Apps portals, including basic and advanced forms and web pages. - Applied Data Analysis Expressions (DAX) for measures, calculated tables, and column creation in Power BI. - Extended Dynamics 365 functionality using PowerApps, Microsoft Flow, Logic Apps, and Azure Functions. - Delivered training and support on Case Management 365 CRM solutions to enhance user adoption and efficiency. - Configured CRM environments, customized forms, managed solutions, and implemented security configurations in enterprise environments, including JavaScript development. - Imported and exported data between MS Excel and Dynamics CRM while ensuring data accuracy and consistency. - Applied role-based access controls and security measures, validated CRM-to-database data flows, and performed data manipulation using MS SQL. - Customized CRM forms, screens, relationships, entities, and sitemaps using XRM Toolbox, plugin registration, and ribbon customization. Environment: Power Platform, C#.Net, Visual Studio, .Net Framework, SharePoint, MS Exchange, HTML5, REST, ODATA, JavaScript, XML, SQL Server, F&O, Ax DB, Synapse Workspace, Data Lake, Solmetex LLC- MA, USA Jan 2023 to July 2024 Role: D365 CRM/PowerApps Lead Consultant Description: The account record should have information related to Solmetex customers and have details like dealer, contact persons, invoices, certificates, address, shipping labels, serial numbers, proof of installation, warrant information etc. Every record is categorized either by customer or end user. Responsibilities: - Involved in creating and deploying applications using the Microsoft Power Platform Applications. - Created interactive dashboards and reports using Power BI Desktop to provide real-time insights. - Created and maintained Business Process Flows (BPF) to guide users through consistent and repeatable business processes. - Applied gateways connections on oracle database, connectors like DataVerse to get data in Power BI. - Developed various Model driven applications in D365 Environments using Power Apps. - Initiated different automate workflows for Emails (SendGrid) and Text (Twilio) messaging services in power automate, integrated with Power BI & Power Apps. - Integrated ADF (Azure Data Factory) with Azure Data Lake, SQL Database, and Synapse Analytics to facilitate comprehensive data processing and analytics solutions. - Applied Microsoft connectors like Office 365, CDS/ DataVerse, SharePoint to connect, and interact apps. - Created canvas app for easy access to certain user roles in Power Apps. - Worked on Automated cloud, instant, scheduled flow, business process flows with Power Automate. - Automated process of invoice processing, extracting data, running flows using AI Builder. - Worked on creating basic forms, advance forms, web portals using power apps portals/ pages. - Implemented Power Virtual Agents to provide self-service options for common inquiries. - Designed and implemented Power Automate workflows to streamline CRM processes, including order tracking, customer notifications, and follow-ups, reducing manual tasks by 40%. - Integrated Power Automate with Shopify, WooCommerce, and Salesforce CRM, enabling seamless data synchronization for customer profiles, orders, and inventory updates. - Automated customer engagement processes such as personalized email campaigns, feedback collection, and abandoned cart reminders, increasing conversion rates by 15%. - Involved in creating, managing & delivering D365 Government Community Cloud High (GCC High). - Created SharePoint created lists, sites, pages, folders, and file to stored documents, OOTB interface. - Created custom plugins code for calculating dob, validating formats and updating fields using C#. - Implemented Data Analysis Expressions (DAX) for creating measures, calculated tables, columns - Involve in extending Dynamics365 using PowerApps, Microsoft Flow, Logic Apps & Azure Functions. - Create heavy SSIS [SQL Server Integration Services] & SSRS [SQL Server Reporting Services] packages. - Provided training and support to staff on using Case Management 365 CRM Solutions, promoting user adoption and maximizing the platform's potential. - Configure CRM Environment, Form Customizations, Solution Management in enterprise environment, JavaScript development and security configuration. Import and export data within MS Excel and Dynamics CRM. - Implementing and maintaining access controls based on roles and Security access. Querying the Database for performing Data Manipulation using MS SQL and validate the data flowing from CRM to database. - Build and Customize CRM Forms, Screens, Relationships, customization of entities and sitemap using XRM toolbox, Plugin registration and Ribbon Customization. Environment: MS Dynamics 365 CRM SDK, C#.Net, Visual Studio 2012, .Net Framework, SharePoint 2013, MS Outlook 2013, HTML5, REST, SOAP, JavaScript, XML, SQL Server 2012/2008, Scribe, SSIS with Kingsway soft and SSRS Bang and Olufsen, India Oct 2020 to Dec 2022 Role: D365 CRM/PowerApps Lead Consultant Responsibilities: - Worked independently on understanding the business needs and goals of the organizations. - Team Player in project design and implementations with project manager and manager. - Expert in leadership development, leading a team of 6, training and managing teams. - Azure Active Directory was used for managing users accounts, authentication, licenses, and roles. - Developed interactive Power BI dashboards, reports and tiles using power bi desktop. - Self-starter in developing web model driven apps and mobile canvas apps using power apps. - Applied standard & premium connectors like CDS/DataVerse, SharePoint lists, rational databases, files. - Worked on automated cloud flows, scheduled flows, approval flows and business process flows. - Initiated different automate workflows for Emails (SendGrid) and integrated SMS API s by Twilio messaging services - Configured ADF pipelines to orchestrate data movement and transformation tasks, enhancing data processing efficiency and reliability. - Leveraged ADF's mapping data flows and data transformation capabilities to clean, enrich, and reshape data for downstream analytics. - Implemented chat bot on web site to interact with users for OIT help using power virtual agents. - Created PowerApps Portal using PowerApps and integrated it on custom website. - Good experience in Formula Languages like Power FX and Data Analysis Expression (DAX). - Proof of Concept (POC) unmanaged solutions are used for creating custom components in CRM. - Developed web resources and client-side scripting using HTML, CSS, and JavaScript. - Wrote custom plugin for data validations, status change, checking/ updating required fields. - Worked primarily with Team Lead, Business Analysts, and other team members to contribute to the ongoing process improvement and development activities in MS Dynamics CRM - Work with business analysts to gather and understand detailed requirements which support the business. Document Functional and Technical Analysis, design according to enterprise standards. Develop testing, review and implementation plans with the business analysts. - Worked on Tax and delivery charge calculation Plugins. - Configured the Entity List to show CRM Data in Portal in Dynamics 365 - Customized Workflows and Plugin for automated processes, based on requirement from Inspections and Administrative department to increase visibility and efficiency. - Using Web Form to create a simple survey in Portal (Dynamics 365) - Integrated Custom WCF Service with other applications. - Involved in Creating CRM Adx studio portals. - Involved in Integrating CRM with different data sources using Kingsway Soft tool. - Worked on setting up relationship between System & Custom entities. - Used Advanced Find feature of MS Dynamics CRM and created multiple views of System entities. - Utilized Power Automate to aggregate data from multiple sources, generate real-time reports, and deliver actionable insights to improve decision-making for sales and marketing teams. - Set up automated alerts and exception handling for CRM-related issues, ensuring timely resolution of order errors, payment failures, and data discrepancies. - Optimized and scaled Power Automate workflows to handle increasing volumes of customer interactions and transactions, supporting business growth without additional operational overhead. Configured Configure CRM Plugin and Azure Service Bus in CRM - Create plugins for appropriate entity events, workflows and dialogs to achieve business functionality. - Extending Dynamics 365 Functionality through the SDK as per business requirements. Environment: MS Dynamics 365, CRM SDK, C#.Net, Visual Studio 2012, .Net Framework 4.0, SharePoint 2013, MS Outlook 2013, HTML5, REST, SOAP, JavaScript, XML, SQL Server 2012/2008, Scribe, SSIS with Kingsway soft and SSRS AGCET 365 EDU Program, India Jan 2020 to Sep 2020 Role: Dynamics CRM Lead Developer Description: AGCET 365 EDU program is mainly to track the customer onboarding requests and assists in approval process based on different phases. Many different engagement teams involved in EDU on boarding including Fast Track, School Data Sync Onboarding and CSX. These engagements can include activities ranging from deployment and configuration of technology to training of end users. Responsibilities: - Customized, configured, and deployed Dynamics CRM 2016 application based on requirements. - Integrated CRM with Microsoft Outlook for communication and Collaboration between teams. - Worked on crm administration on users, security roles, auditing, access levels and privileges in MS CRM. - Integrated mass email services (SendGrid) to run campaigns for maintaining Customers and Contacts engagement. - Participated in discussions for making changes to legacy crm to newer versions crm application. - Client-side scripting was created using HTML, CSS, JavaScript for web files using Visual Studio IDE. - Created custom plugins for validating phone number & email address in correct format before save. - Worked on Advance Find and Search on different systems views and custom views. - Created CRM custom entities, forms, views, dashboards, reports, in unmanaged solution. - Developed solution components, manage and unmanage solutions, import and exports of solutions. - Responsible for customization and configurations, create workflows, plugins, business process flow. - Design and customize Site map Navigations, Ribbon Buttons, Bulk Workflow updates and manage. - Used OOTB email templates, document templates, report templates and workflow templates in CRM. - Worked on the development of OOTB workflows and custom workflows on business needs. - Developing different reports with interactive data visualizations using Power BI desktop. - Created various reports by accessing data from different on-premises and cloud-based sources. - Created dynamic reports in CRM and imported customized SSRS reports for CRM forms. - Worked on Server for email subscription and scheduling monthly reports to manager email. - Integrated CRM with SharePoint for processing documents and implemented bulk deletions. - Created Sites, Lists, used different web parts for communications site using SharePoint SPFx. - Worked on building custom applications and solutions on the SharePointSPFx platform. - Team Player in supporting users, assigned tickets, team task tickets, support tickets with JIRA tool. - Worked with the Quality Assurant (QA)/ User Acceptance Testing (UAT) teams for testing. Environment: MS Dynamics CRM, C#, SDK, Plugin Registration Tool, XRM Toolbox, SharePoint SPFx, HTML, CSS, JScript, JQuery, SQL Server, Power BI, SSRS, Office 365 C#, SQL, ETL, SSIS, JIRA. Growin-HR, India Nov 2018 to Dec 2019 Role: Dynamics CRM Developer Description: The Growin HR CRM tool is a web-based tool with Microsoft Dynamics CRM 2016 technology hosted on Microsoft IT Connected CRM platform as scale group. It offers users a centralized place to manage customer service cases and corresponding activities through a comprehensive view of customers, activities, cases and queues. Responsibilities: - Responsible for development, supporting and maintenance of Microsoft Dynamics CRM solutions. - Participated in gathering requirements from business needs &Subject Matter Experts(SME). - Agile methodology was implemented for successful project outcomes using CRM 2015 on-premises. - Integration of Email and Text messaging API s for missing Time Sheet alerts to the employees who are on role with the 3^(rd) party service providers (SendGrid and SimpleTexting) - Created custom components, worked on OOTB and unmanaged solutions to export. - Created automate business processes workflows by defining the conditions to execute on trigger. - Business Process flows are used to set default values, show/hide fields on forms on conditions. - Custom plugins are developed for copying data into fields, validations &to send email notifications. - Worked on redesigning of SSRS reports and dashboards for smooth user interactions. - Created new and modified existing web resources using HTML, CSS, JavaScript. - Ribbon Workbench was used to modify the ribbon and command bars. - Kingsway Soft is used to extract data to import into Microsoft dynamics CRM. - Created SSRS reports and subscribed as email subscription in server for weekly, monthly updates. - Report manager tool was used to manage and deploy reports to a web server. - Involved in Production releases, issues and support during production and helping users. - Involved in Creating Test Plans, Use Cases for helping the QA teams in testing the CRM System. - Worked on integrating ADX Studio Portal integrations with MS Dynamics CRM 2015. - Created security roles for users to have control access and permissions to access in CRM. - Was responsible for preparing functional specifications documents, deploying version and notes. - Actively involved in the project at all phases from the beginning to the end. - Hardworking, detail-oriented, and responsible for assigning the tickets using TFS. Environment: Dynamics CRM, SDK, SQL Server, SQL, C#, XRM Toolbox, Kingsway Soft, Ribbon Workbench, Microsoft Visual Studio, Outlook, HTML, CSS, JScript, JQuery, Microsoft .NET 4.6, SOAP and TFS Citi Union CRM/ Nitya Software India Pvt Ltd, India Aug 2014 to Oct 2018 Role: MS Dynamics CRM Developer Responsibilities: - Collaborated with cross-functional teams and stakeholders to gather business requirements. - Interacting with Business users and stakeholders to gather the business requirements. - Involved in development using a of programming languages such as HTML, CSS, JavaScript. - Involved in Proposing, designing, developing, testing & deploying solutions to fulfill business needs. - Involved in learning and understanding Customer Relationship Management (CRM) 2013 software. - Used MS Dynamics CRM 2013 Sales module, marketing module and Customer service module. - Worked on Customizations, Configurations and Deploying CRM managed & unmanaged solutions. - Created entities, forms, views, dashboards, relationships, fields, option sets, workflows, business rules. - Created forms for defining the layout and design of user interface for displaying the entity records. - Worked on web resources files to extend MS Dynamics CRM functionality using HTML, CSS, Js. - Sitemap editor in XRM Toolbox was used for updating Area, Groups and Subareas for navigations. - Responsible for creating and managing security roles, configuring business units. - Worked on creating, deploying, and managing SSRS reports into MS Dynamics CRM 2013. - Worked effectively in teams, collaborating with developers, designers, and project managers. - Visual Studio was used to create and design reports using various data sources and data sets. - Perform ETL and involved in SQL Views, Queries to obtain the result from SQL Server. - Executed the SSIS package to extract data from Excel and load it into SQL Server. - Participated in project documentations, release notes and supported testers for no issues. - Assisted in Production support, Issue resolution, user support. Environment: MS Dynamics CRM 2013 On-Premises, XRM Toolbox, Visual Studio, InfoPath, Outlook, Word, Excel, Power Point, HTML, CSS, JavaScript, JSON, XML, SSRS, SSIS, ETL, T-SQL, SQL Server. MASSDOT - Vehicle Registrations Titling and Licensing/ Sirocode Infosystems LLP, India Role: Software Developer Mar 2013 to July 2014 Responsibilities: - Analyze and understand the business requirements. - Interface with the clients for any enhancements/changes to be made in the system. - Responsible for developing Java Script using Rest Service - Responsible for developing ribbon customizations - Involved in creating and customizing the entities. - Developing plug-in, workflows, Java Scripts and custom HTML pages - Updating day to day status to client on completed tasks. Abodes India- Real Estate Application /Sirocode Infosystems LLP, India Role: Software Developer Jun 2012 to Feb 2013 Abodes India is a Mumbai based, real estate organization which has more than 1 lakh members, 2 lakh properties. This App is meant for real estate users like buyers, sellers, brokers, investors, builders etc., This app is a one-stop solution for all types of users. Through this app users can search properties for sale in their area. They can list a property to sell. They can list their requirements for a particular property. Brokers will get the information of potential buyers and sellers in their area as client leads. Responsibilities: - Analyze and understand the business requirements. - Contacts Handling with SQLITE and MySQL database - Handled data insertion and extraction from databases and Shared preferences - Parsed JSON content from MySQL server using Web Services. - Used Services for Notifications background fetch. - Created customized WebView s and notifications Education: - Bachelor s degree in information technology - Jawaharlal Nehru Technological University in 2011.

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