Project Portfolio

Skill Set

• FourGen Computer-Aided Software Engineering (CASE) Tools

Project Portfolio

O PROJECT DETAILS
r
•

Project : Vodacom (Nov 2022 to till date)
Role and Responsibilities:
-

Involved in gathering and analysis of business requirements and then effectively took part in sprint
planning to achieve the requirement
-

Worked on Field dependency, Validation Rules, Triggers, Apex Classes, Data Security using different levels
of access, Page layouts. -Worked on the designing of custom objects, custom fields, custom Tabs,
leveraging declarative Tool such as workflows, Process Builder, Flows as per the client and application
requirements.
-

Worked on Batch Apex to automate complex business processes like Warehouse Inventory Management
and Service Activations. - We followed best practices by using trigger frameworks ,helper and handler
classes to ensure scalable and modular code architects.
•

Project : Liquid Telecom ( Jan 2020 to Oct 2022)
Role and Responsibilities:
-

Created and maintained page layouts, record types, validation rules, workflow rules, and approval
processes for business processes.
-

Configuring OWD, Profiles, Roles, Role hierarchy, sharing settings, Sharing rules, object level, field level
security.
-

Data Migration using Data Loader.
-

Provided KT and training to end users on Salesforce functionality and best practices.
-

To maintain the logs supported governance and compliance by managing field history tracking, login
history analysis, and audit trail review.

Skill Set

• Apex
• LWC
• Salesforce
• Salesforce Commerce Cloud

Project Portfolio

Name: Singer India (Mar 2020 – Feb 2022)
Responsbilities :
 Involved in identifying, planning and implementing new Salesforce.com features and functions, new screens,
workflow, force.com objects, reports, apex code to meet business requirements.
 Participated in solving day to day production issues/defects/incident management.
 Worked on deployment of components using Change Sets, Package across sandboxes to production org.
 Designed, developed and deployed Apex Classes, Apex Triggers, Visualforce pages for various functional
needs in the application.
 Debugging Apex scripts using Debug Logs and System Log Console to catch Exceptions and execute
Governors and Limits and writing Apex Test classes for Unit Testing to maintain the code coverage greater
than 80%. Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team
members.
 Develop Variable Management system to maintain all agent invoice, customer invoice , deduction and detail
bills for all agents and customer
 All invoice and detail bill generated at end of month after accepting digital signature.

 Took care of salesforce production support, Customization / Enhancements.
 Develop the UI to order any spare part or product from their account.
 Integrated Google API for maintain Latitude and Longitude to calculate distance travelled for expense bill.
 Integrating Salesforce with NAV using SOAP API.
 App development which included the integration of API system with salesforce.
Tools/Technologies:
Apex, LWC, VF, Integration, VS Code, Google API, SOAP API, Trigger, Flow, Administrator features
Name: India Today (May 21 – Feb 22)
Responsbilities :
 Setup the custom Sales Process using Aura and LWC as oer business requirment for 5 department using one
salesforce App.
 Report and Dashboard maintaince for all user as per their role and department.
 Designed & implemented a configurable solution, customizable UI for the app according to the business
needs.
 Developed Target Management System for all user.
 Implemented exception handling, fixed the governor limit issues.
 Took care of salesforce production support, Customization / Enhancements.
 Performing functional testing of the new system and ensuring that it meets the user specifications; designing
test strategy, developing test plans and approving test cases
 Ensuring that customer deadlines are met within project budgets.
 Participating in the Software Development Lifecycle (SDLC) right from requirement analysis, documentation
(functional specifications, technical design and coding to maintenance of proposed applications)
Tools/Technologies:
Apex, LWC, AURA, Email alert, Web-to Lead, Report and Dashbaord
Name: Sanghi Cement (Jan 21- Feb 22)
Responsbilities :
 Took care of the Bulk processing of data into the salesforce system.
 Took care of the salesforce sandbox & the production orgs.
 Created template as per the style guide using CSS, HTML and typescript
 Integrated the Playstore published App with Salesforce.
 Setup Visit Managment, Schema Management, Payment Management system in Mobile App where user are
using Mobile and all real time API was setup to process the automation using Salesforce backend and
updating it on Mobile.
 Extensive business knowledge and customization experience on various Salesforce.com standard objects like
Accounts, Contacts, Opportunities, Products and Price books, Cases, Leads, Campaigns, Reports and
Dashboards.
 Setup custom dashboard as per their requirement on mobile.
Tools/Technologies:
Apex, React Native App, Integration, Automation
Name: Extramark/ Dampur (Sep 21 – Jan 22)
Responsbilities :
 Worked on Setting up various Analytic Dynamic Dashbaord as per their business requirement.

Tools/Technologies:
Einsten Dashboard, DataFlow, DataSet

Name: SCU (Jan 22 – Till now)
Responsbilities:
 Integrate Salesforce with Box for File Management.
 Developed functionality for sending the upload doc to Box.
 Designed custom solutions for clients and provided functionality for signing the docs digitally.
 Bulk processing of data into the system.
 Took care of salesforce production & sandbox environment
 Implemented exception handling, fixed the governor limit issues.
 Sync Contact and User data data bi-directly.
Tools/Technologies:
Apex, Integration, REST API, Test class, Admin features, Batch Apex, Triggers, Box
Name: Allaint University (Sept 2022 – Till now)
Responsbilities :
 Developed the functionality of document sync to their File Zilla from 3 object.
 Integrated the Sharepoint with Salesforce.
 Designed custom solutions for clients and provided functionality as per business requirements.
 Maintain documentation for all updates and changes done in salesforce.
 Took care of salesforce production & sandbox data.
Tools/Technologies:
Apex, Integration, REST API, Trigger, Batch, Schedular, Analytic Dashboard

Name: Matillion (June 22 – Till Now)
Responsbilities :
 Worked on Apex, LWC, Triggers, Admin features.
 Worked on the community cloud portal in salesforce.
 Designed custom solutions for clients and provided functionality for Community setup for user interactive.
 Took care of salesforce production & sandbox changes, day to day issues, deployment, document maintaince
for all changes, Client interaction.
 Worked on CPQ features.
 Worked on CLM management as per business requirement.
 Worked on customer support for setting up admin functionality, Einstein Dashbaord, Community add-on and
updates
 Experienced using Salesforce Lighting UI, Enabled Aura Framework, by adding Aura attributes and Aura Handlers for
Events to focus on Logic and Interactions in Lighting Applicaiton.
 Minimized code in Javascript Controllers by adding reusable functions in Helper Component. Updated the Apex
Controller and Helper functions regularly making the component context aware as per requirement.
Tools/Technologies:
Apex, LWC, VS Code,Github, CPQ, CLM, Trigger, Admin, Community

Name: HEALTH CLOUD PROJECT (Feb 24 – Till Now)
Responsbilities:
 Worked on the Health cloud portal in salesforce.
 Customization of the portal with patients and doctor’s details.
 Worked on the appointment generation also the UI designing part.
 Created triggers to on appointment generation based on the business needs
Tools/Technologies:
Apex, VS Code , Health

Skill Set

• LWC
• Salesforce
• Salesforce Commerce Cloud

Project Portfolio

Project:

IDFC First Bank – Higher education loan(Sales/Service/Community Cloud/Partner Portal)
Working on customization and configuration requests as per business needs.
Worked on Partner Portal for Management of Clients Loan Disbursal Process.
Tracking all the US on Jira board and as per the US, start our implementation either it depends on the coding
or the configuration part. Mostly used JS code for the customization part.
Worked on the salesforce Experience in creating a Community for Partner and Customer Profiles.
Developed GET and POST APIs for enhancement as per requirements.
Worked on bugs, CR, Apex Classes, Triggers, and Flows implementation.
Designed user journeys for the Partner Portal and Community Cloud interfaces using SLDS standards.
Created wireframes and prototypes in Figma to visualize LWC-based custom forms before implementation.
Focused on user-centered design while building interactive dashboards for loan tracking.
Worked on Lightning Web Components (LWC) to create Custom forms and dashboards.
Worked on Rest API using mulesoft.
IDFC First Bank – Skill Fee Financing & School Fee Financing
Developed lightning application to maintain Bank users’ records and take a loan as per their needs.

Development of project flow using various technologies like LWC, VF Page,, Salesforce Object
customization, Workflows, Process Builders, Triggers, Trigger Framework Implementation and other
Automation tools.
Collaborated with stakeholders to optimize UI components and enhance usability in the Experience Cloud
portal.
Applied UX principles to streamline loan request flow, improving user experience on Lightning apps.
Worked in Production Support as well as in Development.

Skill Set

• LWC
• Salesforce
• Salesforce Commerce Cloud
• UI/UX

Project Portfolio

PROJECTS
1. Atos Syntel - Power BI Reports & Tools Management
1 Worked with various tools like IBM Rational Tools, Jira, GitHub, and
Worksmart.
○ Collaborated with the reporting team to create, generate, and maintain
Power BI reports related to costing of different tools across multiple
countries.
○ Developed reports from scratch and maintained existing daily and monthly
reports.

2. Walgreens 340B Drug Pricing Program
1 Working on a US government program that allows eligible healthcare
providers to purchase outpatient drugs at discounted prices.
○ Utilizing Power BI, Tableau, MS Excel, and Salesforce to manage and
analyze healthcare provider information.
○ Generating and creating Power BI reports to maintain a healthcare provider
database received through Salesforce.
○ Managing, modifying, and updating reports based on client requests.
○ Worked extensively with Power Query, Data Modeling, Data Visualization,
and DAX in Power BI.

Skill Set

• PowerBI

Project Portfolio

Projects Summary:
1. Project: Paypal
Client : Paypal (US)
Role : Software Developer
Team size 8
Duration : July 2022 to till date
Environment : SQL Server , SSRS, Azure, POWERBI
Tools : Windows Server 2019, SQL Server 2017, SSRS (Visual Studio)
Domain : Health Care
Description:
Ally Align Health manages Private Health care within US and Medicare Advantage (MA)
institutional special need plans (I-SNPs) and we develop reports for Ally Align as per
requirements and changes request updates accordingly, Using visual Studio SSRS report
builder and SQL server 2017
Responsibilities:
⮚ Experience in maintaining and analyzing SQL databases, Stored Procedures, Functions &
views
⮚ Developed nearly 60+ new reports and updated 110+ change requests till date
⮚ Fixed layout and positioning issues for graph and visualization reports
⮚ Created COVID related visual & graphic reports by maintaining up to date records
⮚ After development of each report unit testing is done to all reports for rectifying layout and
minor issues and self QA in server performance
⮚ Included some of the Summations in Dataset query as to solve SSRS limitations
⮚ Maintained RDL’s in report Builder and checked in RDL’s to client server environment
⮚ Inventory is maintained up to date as per each week
⮚ Fixed some of the function and query issues in SQL Server
2. Project: KAISER PERMANENTE
Client : KAISER PERMANENTE(Us)
Role : Software Developer
Team size 14
Duration : Sep 2020 to July 2022
Environment : PL SQL (Oracle SQL Server 11G), SSRS
Tools : Windows Server 2008 R2, PL SQL 2008, SSRS
Domain : BFS (Investments)
Description:
Columbia Threadneedle Investments is a leading global asset manager. Columbia
Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc.
Columbia Thread needle Investments is the global brand name of the Columbia and Thread
needle group of companies.
It’s a Migration Project where we need to Migrate SAP BO reports to SSRS using Report
Builder and Oracle SQL Server 2008.
Total Project Contains nearly 1500 SAP BO reports need to convert them into 510+ reports in

SSRS.
Responsibilities:
⮚ It Consists of three waves, Out of each wave each developer is allotted with nearly 20+
reports
⮚ I had developed some of the merged reports of having SAP BO’s up to max of 20 into a
single SSRS report.
⮚ Creation of various reports in SSRS drill down, drill through, tabular, matrix, tabbed and
merged reports as per the end users requirements (design documents).
⮚ Experience in maintaining and analyzing SQL databases, Stored Procedures, Functions in
SQL Server database
⮚ Merged nearly 8-10 queries into one Single query using Full outer join, Left & Right Outer
Join and Union
⮚ After development of each report unit testing is done to all reports for rectifying layout and
minor issues
⮚ Included some of the Summations in Dataset query as to solve SSRS limitations
⮚ Maintained RDL’s in report Builder and checked in RDL’s to GIT Tortoise environment
⮚ Inventory is maintained up to date as per each wave
⮚ Fixed some of the function and query issues in Oracle SQL Server
3. Project: Blue Shield of California(Excellus Helath Care)
Client : Blue Shield of California (Us)
Role : Software Developer
Team size : 11
Duration : Jan 2019 - Sep 2020
Environment: SQL Server, SSAS, SSRS, SSIS
Tools : Windows Server 2008 R2, MS Visual Studio 2017, MS SQL Server 2017
Domain : Energy and Utilities
Description:
Anglian Water Services is a big water supply body supplies safe drinking water to 4.3 million
customers in towns and villages in UK Serves mostly in East of England.To develop a web
application to maintain the monthly activities of the customer using Dot Net as a front end and
Microsoft SQL as the back end. Multiple reports created as per the customer’s requirement
using SSRS as to view and generate the daily, monthly and yearly records on basing individual
and combined activities performed.

Responsibilities:

⮚ I had been involved in UI part for the reports, I had developed reports like drilldown and drill
through, matrix and tabular models.

⮚ Have fixed some of the real time technical issues in reports such as column freeze, header
sorting.
⮚ I developed DLD documents.
⮚ I had fixed some of the challenges in the reports effectively.
⮚ Deployed the report RDL files to the application and maintained up to date.
⮚ I gained knowledge in T-SQL queries to develop stored procedures.
⮚ Gained knowledge to analyze the project requirements based on the UAC and BR documents

Skill Set

• PowerBI

Project Portfolio

PROJECT #4
Provident Insurance - March 2025 – Present
Developed and maintained interactive dashboards and reports using Power BI.Connected to multiple
data sources including SQL Server and Excel to design data models.Collaborated with business teams
to deliver insights and support decision-making.Optimized DAX queries for better performance and
report efficiency.
PROJECT #3
Macy’s Retail - April 2023 – March 2025
Designed interactive Power BI dashboards to visualize sales trends, inventory levels, customer buying
behavior, and profit margins for Macy’s retail business.
Designed and optimized SQL queries for data extraction transformation and performance tuning from
GCP BigQuery
Worked on integrating GCP cloud data sources inside Power BI for data connectivity and reporting.
Developed advanced DAX measures and calculated columns to optimize analysis for revenue, sales
forecast, and category performance.
PROJECT #2

Synchrony Financial - Dec 2021 – Mar 2023
Created Power BI dashboards for Synchrony Financial to monitor loan performance, credit risk,
delinquency rates, and customer financial behavior.
Built finance data models to facilitate accurate reporting across profitability, risk, and collections.
Which automatically schedules a report refresh to fetch live updates on your financial KPI's and risk
indicators. Ensured the accuracy of data as well as compliance with financial regulations and reporting
standards.
PROJECT #1
Mirancho Retail - Oct 2020 – Nov 2021
Created Power BI dashboards for monitoring grocery sales performance, inventory turnover, supplier
performance, and demand forecasting.
Worked with supply chain teams to create key performance indicators (KPIs) including warehouse
efficiency, order fulfillment rates, and vendor performance.
Performed data validation and anomaly detection to ensure data integrity in sales and stock reports.
Enabled store-wise and region-wise performance analytics for pricing, promotions, and supplier
negotiations.

Skill Set

• GCP
• PowerBI
• Sql

Project Portfolio

• Full Name: Vinay
  Total Experience:5+ Years
  Exp in Power BI:5+ Years

  Power BI,SQL Server, Excel,ADF,SSIS

Skill Set

• PowerBI

Project Portfolio

PROJECTS
Name: Quality Management System (Jun 2019- Till now)
Project Description: Data comes from PMS (Project Management System) with their respective member along with
their roles. New site collection has created as data from PMS and their members. Site access has been configured as per
role in PMS. Some documents populate from different-different source like SAP, CRM, Risk management system. On
this application several web parts are created as per their use. Console Job has been created on Server. This system is
built on Power Platform and SharePoint. This application has one requirement that can take input data from external
users, for that requirement we have create Power Page and store data in Dataverse. After saving data in dataverse we
are running one power Automate that can take data from dataverse and save data in main repository. That we we have
follow distributed system architecture or follow security protocol and got approval from NITSO team.
Tools/Technologies:

a. As part of development team, I have understood the user requirement and develop scalable
application, perform testing.
b. We must suggest suitable and robust approach for to achieve the goal of Users.
c. Work on Canvas app and model driven approach.
d. I am also providing Tier 3 support of that some applications those are present in our farm
e. Along with that project I have worked on POC of migration of SharePoint sites through Metalogix.
f. I have done customization in Power App and workflow created in Power Automate.
g. I am single hand responsible for SSIS, Power BI and SSRS because this technology I have used.
h. I have worked on Model driven Power App with Dataverse.
i. we have created Power Page and store data in Dataverse. After saving data in dataverse we are running
one power Automate that can take data from dataverse and save data in main repository. That we we
have follow distributed system architecture or follow security protocol and got approval from NITSO
team.

Name: Power Apps Development (Jan 2019- jun 2019)
Project Description: I get requirement from internal team to easy their work, I have understood their requirement and
provide them a content management repository. I have built provider hosted web part to get data from their
centralized repository. Create list and library with suitable content type and MMS service for their use. Create a site
page that looks like dashboard to show their current activities all web part is connected so user can easily see their
status. Created workflow for their approval system through Power Automate workflow. Logic App for send notification
to external user. Created a script for migration a data from their older repository to SharePoint sites. Create an azure
webjob for archival process of their sites. Power Apps created for site customization.
Tools/Technologies: Power Platform, SharePoint online, JavaScript, C#, Power BI
Name: iPipe Migration and Remediation (Nov 2017-Dec 2018)
Project Description: iPipe is SharePoint 2010 application that has 15 site collections 625 subsite. That we have migrated
on Sharepoint online. It has third party apps, ribbon buttons, Nintex Workflows.
Tools/Technologies:

a. As per instructed by Client to use Metalogix tool to migrate the sites. Metalogix migrate the site structure,
content and OOB functionality. It unable to migrate custom code, Nintex workflows and third-party
solutions.
b. I have generated Metalogix PowerShell script to migrate the sites. I have generated User mapping script for
O365 and inserted in migration script.
c. Some custom functionality those are using modern pages needs to be created on Power Apps.
d. I have worked on SharePoint hosted app to achieve ribbon button functionality. Create Nintex workflow in
respect to O365.
e. I have created Shareonline online native workflow because client does not want to provided service
account details in Nintex.
f. In this application there is a functionality of setting the calendar event through mailbox. In 2010 it is OOB
functionality but in O365 it is remove so I have provided this functionality with Azure Logic App.
g. Create logic App to move document from one library to another library.
h. Apart from these activities I have develop several PowerShell scripts like (Activate/deactivated feature,
Create list library)

Name: CPS Managed Services (Feb 2015- oct-2017)
Project Description: We have developed Utility that migrate the content from SharePoint 2010 to SharePoint online
and File repository to SharePoint online. In this utility we have first generate PPA(Pre-processing Analysis) report that
report to gives idea about how the content looks like when we actually migrate the content. This report goes to client
they provided changes like filename renaming, changing regarding metadata properties, update the modified date and
modified by. After applying changes then we run utility for PPA report. When finally, client approves then we go for
migration of content.
Tools/Technologies:

j. As part of development team, I have worked on development part. I have write the code for upload
files with metadata properties.
k. Write the code for checking the content duplication of source and as usual as target.
l. After completion of development, I have part of team that run the utility my responsibility to take care
of Issue that appears on Production environment.
m. I am basically providing Tier 3 support of that application.
n. Along with that project I have worked on POC of migration of SharePoint sites through Metalogix and
working on SharePoint hosted App.

Skill Set

• .Net MVC5
• C#
• Sharepoint

Project Portfolio

Key Projects Accomplished
Project Name Dynamics Implementation- Custom Development with Integration with service
channel and other 3 rd custom application using power automate flow

Client Large Field Services Company, UK
Technology Dynamics 365 Customer Service & Field Service, JavaScript, Plugin, Dual Right,

Power Automate Flow, PCF Control
Responsibilities • Analyzing the Development requirements
• Developed custom plug-ins using C#.
• Developed custom workflow, SSRS reports.
• New process customization to meet business requirements.
• Integration with Power Automate Flow to 3 rd party application.
• PCF Control builds lookups, sub gird and upload document functionality to

Dynamics 365 CE/CRM Technical Consultant M.Shahid Profile

2 | Page

share point.
• Using RESTful API to connect to 3 rd party application.
• SMS integration

Project Name Field Service Implementation- Custom Development
Client Large Field Services Company, UK
Technology Dynamics 365 Customer Service & Field Service , JavaScript, Plugin, Dual Right
Responsibilities • Analyzing the Development requirements
• Developed custom plug-ins using C#.
• Developed custom workflow, SSRS reports.
• New process customization to meet business requirements.
• Integration with Power Automate Flow to 3 rd party application.
• Using RESTful API to connect 3 rd party application.
• SMS integration

Project Name Microsoft Dynamic 365 Development project
Client Facility Management
Technology DYNAMICS 365 , JavaScript, Workflow, Plugin, Flows, Power Automate
Responsibilities • Requirement gathering
• Create a custom entity.
• Validation logic applies both plugin and JavaScript.
• Background processes are written in Power Automate
• Using RESTful API to connect 3 rd party application.
• Build RESTful API Account/Contact in API Management Azure for Create and
update message.

Project Name Microsoft Dynamic 365 Development project
Client Campus Corp
Technology MS CRM Online, JavaScript, Outlook Integration, SSRS Report, Workflow, Plugin,

Power Shell Script, Flows, Power Automate

Responsibilities • Requirement gathering

• Technical design document preparation.
• Implement new Modules.
• Create a custom entity and also work on Power Automate
• Validation logic applies both plugin and JavaScript.
• Background processes are written in Power Automate
• Using RESTful API to connect 3 rd party application.
• SMS integration

Project Name Microsoft Dynamic CRM Online 2011/2016 Implementation

Dynamics 365 CE/CRM Technical Consultant M.Shahid Profile

3 | Page
Client CGI
Technology MS CRM Online2013, JavaScript, Outlook Integration, SSRS Report, Workflow, Plug-

in

Responsibilities • We move a CRM on premises to on cloud D365 CRM application.
• For this we had done customization, JavaScript, plugin and SSRS report.
• The main challenges are the data migration for data we export the data using
SQL query and import as an excel file in the cloud D365 application.
• Requirement gathering
• Technical design document preparation.

Project Name H3 SHELL Upgrade POC, SHELL
Client CGI
Technology MS CRM Online2013, JavaScript, Outlook Integration, SSRS Report, Workflow, Plug-

in

Responsibilities • Provide a brief project description with a clear and concise paragraph.

• Upgradation for MS CRM 2011 to D365 CRM application.
• We also upgrading dot net framework which integrated with CRM application
like GFN DX401, AX, SharePoint, Dunning letter.
• Requirement gathering
• Technical design document preparation.

Project Name SHELL HORIZON CRM, Shell Horizon
Client CGI
Technology MS CRM Online2013, JavaScript, Outlook Integration, SSRS Report, Workflow, Plug-

in

Responsibilities • Make improvements to the legacy systems for Batch payments (work is

ongoing)
• Make further improvements to reduce the time to minutes and incorporate
the RTD (Real Time Display) which will tie in directly to the Fraud Management
Database Longer term strategic real time solution (to be identified with CGI)

Project Name Microsoft Dynamic CRM Online 2013 Development
Client Tavant Technologies
Technology MS CRM Online2013, JavaScript, Outlook Integration, SSRS Report, Workflow, Plug-

in

Responsibilities ● Install Dynamics CRM outlook.

● Update the outlook configuration setting in the CRM.
● Complex logic written in plugin.
● Using RESTful API to connect 3 rd party application.

Project Name Microsoft Dynamic CRM On-Premises 2013 Development
Client MetLife India Insurance Company Ltd.

Dynamics 365 CE/CRM Technical Consultant M.Shahid Profile

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Technology MS CRM On-Premises, JavaScript, Outlook Integration, SSRS Report, Workflow,

Plug-in

Responsibilities • Custom work creation for calculation on the entities

• Dynamics CRM outlook integration
• Update the outlook configuration setting in the CRM.
• Complex logic written in plugin

Project Name Sage CRM
Client Teamlease Service Pvt Ltd.
Technology Sage CRM, Dot Net Coding
Responsibilities
Project Name Oracle CRM On Demand
Client The Pride Hotel
Technology
Responsibilities • Implementing complete life cycle of CRM based on their unique business

requirement.
• Implementing On demand Scripting, Configuration, workflow based on client
requirement.
• Customize application specific to the company, define custom web tabs and
applets, set up custom audit trail and rename record types.
• Define the data rules for your company, including automatic assignment of
records, forecasting, and sales methodologies.
• Import and export your company data or view the import and export queues.
• Custom Reports and Analyses

Skill Set

• C#.NET
• D365 systems accountant
• MS Dynamics