REAL ESTATE INDUSTRY
Systems - Dynamics 2016 OnPremise, Dynamics 365
Responsible for:
Creating the Quote's Reports using methods like Word Templates and Document Core Pack Addon,
Gathering Business Requirements,
Lead Managment - custom automatisation within the system (unique business process, special wishes for the Customer)
. Designing Forms,
. Workflows,
. JavaScript Automatisations,
. Plugins
Sharepoint integration (OnPremise),
Training the end users,
RESEARCH AND DEVELOPMENT INDUSTRY
Systems: Dynamics 365, Sharepoint 2013 OnPremise
Responsible for:
Cooperation with developers,
Creating the Quote's Reports using Document Core Pack Addon
Custom automatisation within the system (Lead Management)
. Designing Forms
. Workflows
. JavaScript automatisations,
. Word Templates,
Gathering the Business Requirements,
Integrations between various CRM Systems (Dynamics 365 and Dynamics 2016 On-Premise) using SSIS,
Project Management/Consulting,
Provide training for End Users,
Setting up brand new organisation,
Setting up various site collections
FINANCIAL INDUSTRY
Systems: Dynamics 365
Responsible for:
Creation of the Quote's Reports using Document Core Pack Addon,
Custom automatisation within the system
. Workflows
. Power Automate
MEDICAL INDUSTRY
Systems: Dynamics CRM 2011
Responsible for:
. Workflows,
. Designing the forms
Creating the SSRS Report for Campaign Summary,
Technical support regarding small customizations
ENERGY INDUSTRY
Systems: Dynamics 365
Responsible for:
Creating the Quote's Reports using Document Core Pack Addon,
Custom automatisation within the system (Lead Management)
. Designing Forms,
. Workflows,
. JavaScript Automatisations,
. Plugins
Provide a training for End Users/Administrators,
Sharepoint integration
MARKETING/SALES & PR INDUSTRY
Systems: Dynamics 2016 OnPremise
Responsible for:
. Designing Forms
. Workflows
. JavaScript Automatisations
LAWYER INDUSTRY
Systems: Dynamics 2011
Responsible for:
Building quote's report in Document Core Pack tool,
Creating the SSRS Reports,
Custom automatisation within the system (Lead Management)
. Designing Forms
. Workflows
GOVERNMENT ORGANISATIONS
Systems: Dynamics 365 CE Portals
Responsible for:
. Gathering business requirements
. Implementation