Dynamics CRM/Power Platform Technical Expert

12/2021 – 12/2022

Requirements Gathering and Analysis:

Engage with stakeholders to understand their business needs, processes, and challenges.
Conduct workshops and meetings to gather detailed functional and non-functional requirements.
Analyze and document requirements, ensuring clarity and completeness.
Solution Design:

Develop comprehensive solution architectures that address business requirements and are aligned with best practices.
Create detailed design documents, including entity-relationship diagrams, process flows, and integration schemas.
Define the system architecture, including the selection of appropriate modules, plugins, and custom components.
Customization and Configuration:

Customize Dynamics 365 entities, forms, views, and dashboards to meet specific business needs.
Configure workflows, business process flows, and business rules to automate processes.
Develop custom plugins, custom workflow activities, and client-side scripting (JavaScript) as needed.
Integration:

Design and implement integrations between Dynamics 365 and other systems (e.g., ERP, websites, third-party applications).
Utilize tools such as Power Automate, Azure Logic Apps, and custom APIs for integration purposes.
Ensure data consistency and integrity across integrated systems.
Data Management:

Plan and execute data migration strategies, ensuring accurate and efficient data transfer.
Design data models that support the required business processes and reporting needs.
Implement data management best practices, including data cleansing and data validation.
Security and Compliance:

Define and implement security roles, field security profiles, and access controls.
Ensure compliance with industry standards and regulations (e.g., GDPR).
Conduct security assessments and audits to identify and mitigate potential risks.
Performance Optimization:

Monitor system performance and identify areas for improvement.
Optimize database queries, workflows, and custom code to enhance system performance.
Implement caching and other performance-enhancing techniques.
Testing and Quality Assurance:

Develop test plans and test cases to ensure the solution meets all requirements.
Conduct unit testing, integration testing, and user acceptance testing (UAT).
Address and resolve any issues or defects identified during testing.
Deployment and Release Management:

Plan and manage the deployment of CRM solutions across different environments (e.g., development, testing, production).
Use tools such as Azure DevOps for version control, build automation, and continuous deployment.
Ensure smooth transitions and minimal disruption during deployment.
Training and Support:

Develop and deliver training programs for end-users and administrators.
Provide ongoing support and troubleshooting for deployed solutions.
Create user manuals, guides, and documentation to assist users and support staff.
Stakeholder Communication and Management:

Maintain regular communication with stakeholders to provide updates and gather feedback.
Present solutions and architectural decisions to technical and non-technical audiences.
Manage stakeholder expectations and ensure alignment with project goals.
Continuous Improvement and Innovation:

Stay updated with the latest Dynamics 365 and Power Platform features, updates, and best practices.
Identify opportunities for continuous improvement and innovation within existing solutions.
Participate in the Dynamics 365 community, attend conferences, and engage in professional development.
Project Management:

Collaborate with project managers to define project scope, timelines, and deliverables.
Ensure that projects are delivered on time, within budget, and to the desired quality standards.
Coordinate with cross-functional teams, including developers, testers, and business analysts.
Risk Management:

Identify potential risks and develop mitigation strategies.
Monitor and manage risks throughout the project lifecycle.
Ensure that contingency plans are in place to address any unforeseen issues.

Produktdesign

10/2019 – 12/2021

Requirements Gathering and Analysis:

Engage with stakeholders to understand their business needs, processes, and challenges.
Conduct workshops and meetings to gather detailed functional and non-functional requirements.
Analyze and document requirements, ensuring clarity and completeness.
Solution Design:

Develop comprehensive solution architectures that address business requirements and are aligned with best practices.
Create detailed design documents, including entity-relationship diagrams, process flows, and integration schemas.
Define the system architecture, including the selection of appropriate modules, plugins, and custom components.
Customization and Configuration:

Customize Dynamics 365 entities, forms, views, and dashboards to meet specific business needs.
Configure workflows, business process flows, and business rules to automate processes.
Develop custom plugins, custom workflow activities, and client-side scripting (JavaScript) as needed.
Integration:

Design and implement integrations between Dynamics 365 and other systems (e.g., ERP, websites, third-party applications).
Utilize tools such as Power Automate, Azure Logic Apps, and custom APIs for integration purposes.
Ensure data consistency and integrity across integrated systems.
Data Management:

Plan and execute data migration strategies, ensuring accurate and efficient data transfer.
Design data models that support the required business processes and reporting needs.
Implement data management best practices, including data cleansing and data validation.
Security and Compliance:

Define and implement security roles, field security profiles, and access controls.
Ensure compliance with industry standards and regulations (e.g., GDPR).
Conduct security assessments and audits to identify and mitigate potential risks.
Performance Optimization:

Monitor system performance and identify areas for improvement.
Optimize database queries, workflows, and custom code to enhance system performance.
Implement caching and other performance-enhancing techniques.
Testing and Quality Assurance:

Develop test plans and test cases to ensure the solution meets all requirements.
Conduct unit testing, integration testing, and user acceptance testing (UAT).
Address and resolve any issues or defects identified during testing.
Deployment and Release Management:

Plan and manage the deployment of CRM solutions across different environments (e.g., development, testing, production).
Use tools such as Azure DevOps for version control, build automation, and continuous deployment.
Ensure smooth transitions and minimal disruption during deployment.
Training and Support:

Develop and deliver training programs for end-users and administrators.
Provide ongoing support and troubleshooting for deployed solutions.
Create user manuals, guides, and documentation to assist users and support staff.
Stakeholder Communication and Management:

Maintain regular communication with stakeholders to provide updates and gather feedback.
Present solutions and architectural decisions to technical and non-technical audiences.
Manage stakeholder expectations and ensure alignment with project goals.
Continuous Improvement and Innovation:

Stay updated with the latest Dynamics 365 and Power Platform features, updates, and best practices.
Identify opportunities for continuous improvement and innovation within existing solutions.
Participate in the Dynamics 365 community, attend conferences, and engage in professional development.
Project Management:

Collaborate with project managers to define project scope, timelines, and deliverables.
Ensure that projects are delivered on time, within budget, and to the desired quality standards.
Coordinate with cross-functional teams, including developers, testers, and business analysts.
Risk Management:

Identify potential risks and develop mitigation strategies.
Monitor and manage risks throughout the project lifecycle.
Ensure that contingency plans are in place to address any unforeseen issues.

Produktdesign

11/2018 – 12/2020

Team Management and Leadership:

Lead, mentor, and develop a team of CRM developers, analysts, and administrators.
Foster a collaborative and productive team environment.
Conduct regular team meetings to discuss progress, challenges, and solutions.
Project Planning and Coordination:

Work with project managers to define project scope, objectives, timelines, and deliverables.
Allocate tasks and resources effectively among team members.
Monitor project progress and adjust plans as needed to meet deadlines and objectives.
Technical Oversight and Guidance:

Provide technical guidance and support to team members on Dynamics 365 CRM best practices.
Review and approve technical designs, customizations, and configurations.
Ensure the quality and consistency of code and solutions developed by the team.
Requirements Gathering and Analysis:

Collaborate with business stakeholders to gather and analyze requirements.
Ensure that the team understands the business needs and translates them into technical requirements.
Participate in requirements workshops and documentation.
Solution Design and Architecture:

Oversee the design of CRM solutions that meet business requirements and align with architectural standards.
Ensure that solutions are scalable, maintainable, and secure.
Review and approve architectural designs and technical documentation.
Customization and Configuration:

Guide the team in customizing Dynamics 365 entities, forms, views, workflows, and plugins.
Ensure that customizations follow best practices and do not compromise system performance or security.
Perform complex customizations as needed and assist team members with challenging tasks.
Integration and Data Management:

Oversee the integration of Dynamics 365 with other systems and data sources.
Ensure data integrity, consistency, and security across integrated systems.
Guide the team in data migration, data modeling, and data management tasks.
Testing and Quality Assurance:

Ensure that thorough testing is conducted for all customizations and configurations.
Develop and implement testing strategies, including unit testing, integration testing, and user acceptance testing (UAT).
Address and resolve any defects or issues identified during testing.
Deployment and Release Management:

Oversee the deployment of CRM solutions across different environments (e.g., development, testing, production).
Ensure that deployments are executed smoothly and with minimal disruption.
Use version control and deployment tools to manage releases and updates.
Training and Support:

Provide training and support to team members on new technologies, tools, and best practices.
Ensure that end-users and administrators receive adequate training on CRM solutions.
Develop and maintain documentation, user guides, and training materials.
Stakeholder Communication:

Maintain regular communication with business stakeholders and project sponsors.
Provide updates on project status, risks, and issues.
Gather feedback from stakeholders and ensure their needs are being met.
Performance Monitoring and Reporting:

Track and report on key performance indicators (KPIs) related to team performance and project delivery.
Identify areas for improvement and implement corrective actions as needed.
Conduct performance reviews and provide feedback to team members.
Continuous Improvement and Innovation:

Stay current with the latest Dynamics 365 and Power Platform features, updates, and best practices.
Encourage a culture of continuous learning and improvement within the team.
Identify opportunities for innovation and process improvements.
Risk Management:

Identify potential risks and develop mitigation strategies.
Monitor and manage risks throughout the project lifecycle.
Ensure that contingency plans are in place to address any unforeseen issues.
Resource Management:

Manage team workload and ensure that resources are utilized effectively.
Assist in the hiring and onboarding of new team members.
Plan for future resource needs based on project pipeline and business growth.

Produktdesign