Hi,
I am Praveen, a Microsoft Power Platform consultant with 11+ years of experience in Microsoft technologies and have an extensive experience in designing and implementing solutions using Power Platform.
I specialise in Dynamics 365, Power Apps, and Power Automate. Over the last 11 years, I've worked on more than 30 Dynamics 365 implementations that includes the business processes of Sales, Customer service, Marketing, Customer Voice etc.
I have automated a variety of business processes and workflows for Microsoft apps like Outlook, Sharepoint, Excel, Onedrive, Planner, Forms, and Teams using Power Automate which saved a lot of manual effort and cost for the customers.
Following are the some of the usecases I have implemented for my customers.
- A custom approval workflow for Staffing requests in CRM 2013.
- A custom nested subgrid to view and interact with hierarchical data in CRM 2016.
- Integration of Dynamics 365 with client portals using Azure functions & Service Bus.
- SSRS report to display 360 degree view of customer records.
- End to end sales funnel automation right from creating lead in D365 to billing customers in Oracle fusion.
- Automation of Revenue action process to generate price action letters and notify customers.
- A custom process that generates accounts summary excel reports for Sales reps.
- Migration of Customer service processes from Salesforce to Dynamics 365.
- Implementation of Agent experience profiles to create specific experience for customer service agents.
- Custom process to connect with leads and to plan further actions based on the responses received.
- Custom process to send periodical reminders on the expiration of customer contracts.
- Implementation of a dataflow to sync Employee data between Sql server and Dynamics 365.
- Configuration of goals for Sales reps by their managers to monitor their performance and to define strategies for growth.
- A custom credit approval process that includes a workflow of approvers starting from billing analyst through General Manager.
- Integration of Dynamics 365 with customer portal to sync cases data.
- Office scripts to format columns and generate data visuals in Excel.
I have remote working experience as a freelancer, so I am fine working for you remotely connected on projects.
Do reach out to me for a free 30 minute consult.
Best Regards,
Praveen