Dynamics 365 CRM Subject Matter Expert | Global Center of Excellence (COE)As a key member of Avanade's Global Center of Excellence team, I specialized in Dynamics 365 CRM, providing architectural and technical leadership across multiple global projects. I supported teams by conducting code reviews, offering architectural oversight, and delivering targeted project assistance to ensure optimal performance and success. This role also required direct customer interaction to help create confidence in our delivery strategy and execution.Microsoft FastTrack Program Liaison (Practice Wide)In this role, I bridged the gap between Avanade and Microsoft's FastTrack team, driving collaboration to deliver fully integrated project support. My work ensured that project teams had seamless access to Microsoft’s resources, aligning them with the expertise and support of our center of excellence (COE).Technical Advisor to Avanade’s Partner Alliance TeamI served as a strategic advisor to the Avanade Partner Alliance team, evaluating third-party software vendors and assessing the value of their products and solutions for use in our practice. This advisory role supported the team in making informed decisions about the tools and partnerships that best supported our business goals.Internal Project Leadership and Process OptimizationI initiated and contributed to various internal initiatives focused on optimizing our project delivery, helping refine our intellectual property strategies, and enhancing operational efficiency. These initiatives were in support of improving our ways of working and enhancing the quality and scalability of our services.

Co-Founder & Principal ArchitectAt Dynamics Mechanics, a boutique Dynamics 365 consultancy, I led the practice in providing specialized architectural design and development resources to Microsoft partners. We collaborated closely with partners to enhance their implementation efforts, offering both system architecture expertise and staff augmentation for their development needs.Architectural Oversight & Project DeliveryI provided architectural oversight for multiple Dynamics 365 projects, ensuring that partners’ implementations were aligned with best practices and optimized for success. Our developers were embedded within partner projects, where I often served as a white-label extension of the partner’s team, interfacing directly with customers to deliver tailored solutions.Practice Leadership & OperationsIn addition to my technical role, I managed the practice’s overall operations, spearheading sales efforts, recruiting top talent for our development team, and overseeing project delivery. My dual focus on technical architecture and business development allowed me to drive the growth of our practice while delivering high-quality solutions for our clients.

Delivery Architect | Dynamics 365 CRMAs a Delivery Architect at Microsoft, I led the design, development, and implementation of Dynamics 365 CRM solutions for enterprise clients. My role required close collaboration with Microsoft consulting partners, integrating their functional and technical resources into the core project teams. I oversaw the architecture and development strategy, conducted technical code reviews, and ensured the delivery of high-quality, scalable CRM solutions. I led teams with as few as 5 members all the way to a 25+ member cross-functional teams.Lead Architect & Customer LiaisonAs the primary customer interface, I coordinated across stakeholders, including Microsoft account and support teams, as well as the Microsoft product team, to ensure alignment with customer goals. My leadership involved guiding teams through cloud-native Dynamics CRM projects and managing complex on-premises-to-cloud upgrades, including the design of new integrations and data migration strategies.Project Remediation & Technical LeadershipI was frequently assigned to remediate projects facing significant implementation challenges or those with dissatisfied customers. In this role, I collaborated with both internal project teams and customer architects to restore confidence and ensure successful outcomes. My ability to bridge deep technical knowledge with clear communication to non-technical stakeholders was key in achieving renewed customer satisfaction.Scalable Enterprise SolutionsWorking with some of Microsoft’s largest enterprise customers, I gained expertise in designing systems capable of scaling from 10,000 to 50,000 users. These large-scale implementations required advanced architecture strategies to ensure scalability, performance, and reliability, anticipating potential system bottlenecks and mitigating risks that could impact performance.

Dynamics CRM Developer | Wells Fargo & Liberty University ProjectsAs a Dynamics CRM Developer, I played a key role in designing, developing, and implementing customized Dynamics CRM solutions for high-profile clients such as Wells Fargo and Liberty University.Wells Fargo Corporate Finance & Wholesale BankI developed both client- and server-side code, including plugins, workflows, and system customizations, for Wells Fargo’s Corporate Finance division sales application. My contributions as part of the customer development team were instrumental in delivering tailored solutions for this division. I also developed Dynamics CRM code for Wells Fargo’s Wholesale Bank sales management system, supporting their operational needs through robust CRM implementations.Project Lead for Liberty UniversityI led the upgrade and customization of a Dynamics 4.0 student tracking system at Liberty University. This involved overseeing the integration efforts, ensuring seamless performance and functionality improvements as part of the project.Customer-Facing EngagementIn each of these roles, I maintained a customer-facing presence, working directly with stakeholders to understand their needs and ensure the successful design and delivery of Microsoft Dynamics CRM solutions tailored to their specific business requirements.

Lead Developer | Dynamics CRM Customization & F&O IntegrationIn this role, I led a five-person development team to customize and integrate Microsoft Dynamics CRM with multiple corporate ERP systems. This project was part of a strategic initiative to build an ISV product leveraging a service bus messaging system for seamless communication between various ERP platforms.ERP Integration & Service Bus ArchitectureI designed and implemented a service bus messaging system that facilitated command/query communications using XML-based messages between Dynamics CRM and multiple ERP platforms, including LN, A+, SyteLine, Visual, and Adage. This architecture enabled efficient data exchange and ensured the smooth integration of Dynamics CRM with diverse ERP systems.Team Leadership & Solution DeliveryAs the team lead, I managed the customization and integration process, ensuring that the solution was delivered on time and aligned with the company’s corporate strategy. I also provided technical oversight and guidance to the team throughout the project, ensuring the implementation of best practices and high-quality code.

Project Lead & Solution Architect | Regulatory Compliance & Sales Systems DevelopmentIn this role, I led and contributed to multiple high-impact development projects, driving the design and implementation of tailored software solutions for corporate clients across various industries.Regulatory Compliance System for Chemical TrackingI led a four-person team in the development of a chemical tracking system for corporate clients facing new EU regulations on chemical transportation. The solution involved advanced data analytics to identify relevant customers and the chemicals they used, and generated regulatory communications (emails and letters) in the appropriate languages based on the customer’s location.Customer Service Application for Enhanced Call ResponseI designed a web-based customer information application for service agents, consolidating data from multiple internal systems to provide quick, accurate responses to inbound customer inquiries. This solution streamlined customer service workflows, improving efficiency and service quality.Reverse Engineering of Power Plant Job Estimation SystemI reverse-engineered a complex Excel-based power plant replacement parts estimation system into a collaborative desktop application. This new tool enabled co-authoring and reduced estimation errors, improving project accuracy and team collaboration.Sales Forecasting Application for 80-User Sales TeamI developed a sales forecasting application that delivered sales analytics to an 80-user sales team. This application supported sales quota management, inventory planning, and purchasing decisions, providing real-time insights for enhanced decision-making.

Web Application Developer & Database Administrator | Corporate SolutionsIn this role, I developed and managed web-based applications and databases to streamline operations across various departments, from finance to R&D, enhancing efficiency and collaboration within the company.Purchasing Authority Application for Finance DepartmentI developed a web-based purchasing authority application that provided the finance department with robust data entry and reporting capabilities. This solution improved collaboration and allowed for more convenient and transparent tracking of management expenditures.Inventory Tracking System for Warehouse OperationsI created a web-based physical inventory tracking and reporting system designed to optimize warehouse capacity and streamline maintenance across corporate facilities. This system improved the overall efficiency of inventory management and resource allocation.Conference Room Reservation SystemI built a company-wide web-based conference room reservation system that included functionality for requesting equipment and supplies, reducing scheduling conflicts and ensuring smooth meeting coordination.Laboratory Database AdministrationI administered laboratory databases used to track product research and development activities. My work in minimizing downtime and quickly resolving critical issues ensured smooth operation of the labs and maximized productivity in R&D efforts.