Microsoft Dynamics 365 CRM and Power Platform

Microsoft Dynamics CRM customization

• Customization on Dynamics CRM and Microsoft power platform• Integration of response call manager to Dynamics 365 - Inbound and Outbound call from response call manager to Dynamics CRM. Downloaded the recorded call and attached to Dynamics CRM• Tax calculation implemented to Dynamics 365 - Group and Line level sales tax customization. Tax flow from Opportunity to Invoice• Multi-currency implementation to Enquiry in CRM - Customer enquiry to CRM with multiple pricelist of product. Enquiry converted to multi Opportunity depending upon multi pricelist• MailChimp Integration to Dynamics 365 – Dynamics CRM Contacts and Leads push to Mailchimp for campaign and marketing• SSRS Report implemented to D365 Enquiry, Quote and Sales Order• Canvas App – PDF report customized to PowerApps button by using Power Automate.• Dynamics CRM Knowledge – Solution designing, out of box components usage, process plan, custom entities and components integration, WebResources customization, Security roles for custom solution, Site Map for user interface, Business logic integration with Javascript, Plug-Ins, Workflow, Business process flow, Action and Business rule. Data integration from customer existing application. Email configuration with Office 365 outlook. Business Intelligence implementation by using SSRS report. • Expertise in In-House product release in Microsoft App SourceOther Activities:• Functional documentation preparation for user manual• Making Functional and technical solution • Guiding team members, tracking their work and conducting meeting• Project delivery responsibility• Actively involved in full software development life cycle - from requirement gathering and design to Post implementation support• User support and troubleshooting

• License –License integration to all the HRMS and Retail process• Performance Module – Employee performance process on basis of managers and peer employee rating. This rating will reflect in salary appraisal rating.• Training Module – Customization for Employee Lists who needs the training, trainers details, training session and the topic of training.• Recruitment Module – Employee recruitment process. This contains job vacancy, applied candidates on which job, schedule interview details, interview rounds on the specified job, candidate rating on selected rounds, job offer for the selected employees and finally employee will integrate to HRMS depending upon position.• Retail – Variant for item creation, Assortment for Stores and Item, Promotion for sales item, Store replenishment, Stock Reconciliation, Master data integration from ERP to POS by Pentaho ETL, Sync POS orders to ERP, KOT taking from Mobile and push to POS, Orders pushing to KDS, and Recipe Preparation• Sales Product Shipment - Freight cost calculation integrated with quotation and Calculation based on the route, container type, product qty, size and weight• Jasper Reports – Analytics data and chart integration by using jasper reports. Retails reports of Sales by product, date and customer, Inventory transaction, Sales and Purchase invoice reports. HRMS reports of employee details, leave based reports, employee components reports and payroll reportsOther Activities:Freshers Training : • Shared working product knowledge and software knowledge• Given tiny project separately to each member• Motivate team collaboration and transparent for each other task• Time sheet tracking for each task• Analyzing self-learning skill and troubleshooting skill

• Logistics Management - Requisition, Purchase cycle, Inventory maintenance, Goods Inspection, Receipt Preparation and Material Return effect in inventory • Workflow management - Approval hierarchy integrated for purchase cycle (Requisition, Order and Invoice)• Import data in requisition, inventory and goods receipt• HRMS – Human resource management, Leave management, attendance, payroll and F&F process, Gratuity calculationOther Activities :• User support• Gather requirement from client and involved enhancement• Troubleshooting the issues and quick fix

• HRMS –Full and Final settlement process, employee details report, leave requisition and approve process, employee leave related reports, attendance process• ESSP – Employee Self Service Portal customization for personal details change request, leave, on duty and reimbursement request. Employee payroll report on month wise. All that mentioned requests are involved in manager approval.• Retail – Purchase reports, Store replenishment, Item creation depend upon variants, recipe integration for FNB• Jasper Reports – Analytics data and chart integration by using jasper reports. HRMS and Retail reports customized depending upon client requirements