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PRJ-05Enterprise consulting

Dynamics Implementations

Enterprise CRM, customized and integrated

Across several employers and engagements, I have worked on Dynamics CRM and Dynamics 365 CE implementations from the inside: customizing the platform, extending it to customers, and connecting it to the systems around it.

Client names are withheld. The descriptions below are limited to the kind of work and its technical shape.

Client names and confidential details are deliberately left out.

Category
Enterprise consulting
Status
Ongoing
Technologies
Dynamics 365 CE / Power Platform / C# / .NET / Xrm SDK / SQL Server / Vue
  1. 01Experience
    • Customer portalsDynamics portals and custom portals
    • Internal CRM usersForms, views and processes
  2. 02Platform
    • Dynamics 365 CECustomizations and workflows
    • Power PlatformAutomation around CRM
  3. 03Integrate
    • APIs and wrappersInternal and third-party systems
    • Background syncScheduled data movement to SQL
  4. 04Deliver
    • Development, UAT, productionSeparated environments and managed deployment
The shape of a typical implementation. Client details are anonymized.
A / Capabilities

Anonymized engagements

  • Telecommunications provider, Australia

    Maintained the CRM and a customer portal used by more than 100,000 customers, addressed security findings from penetration tests, and moved monolithic solutions to microservices.

  • Dynamics 365 consulting clients

    Customized Dynamics 365, implemented and extended portals, built third-party integrations, and managed deployments from development through to production.

  • Internal CRM re-implementation

    Stabilized an existing CRM and re-implemented it with separated environments, adding automated notifications and a standalone portal framework.

  • HR product on Dynamics CRM

    Led development of an HR product on Dynamics CRM 2013, implemented for enterprise clients with more than 500 employees.

B / Engineering notes

How it is built

  • Integration at volume

    Background tasks synchronize millions of records to SQL, and service wrappers bring external web services into Dynamics portals.

  • Security as engineering work

    Penetration test results were treated as an input to planning, with fixes decided as a team.