Dynamics 365 Automation, Administration and Support

Overview

The CRM system has migrated over time and currently consists of:

• Dynamics 365 Online CRM implentation with ~ 40 users
• SQL Server containing a replica of the online data and a second database with automation related tables.
• SSIS with Kingsway D365 plugin for automation both onsite and reaching into the cloud based D365
• SQL Reporting Server (SSRS) to help generate reports with both D365 and external data
• Scribe online to replicate key D365 data to the local database.
• Local / internal website for various administrative functions affecting the automation.

Technologies used

• Visual Studio 2017 / asp.net / C#
• SQL Server 2016

Description

• Summary of client - test

  Provide CRM for division of large client

• Client day to day support on CRM
• Business and process analysis
• Importing of many client files and integration into CRM
• Reporting on External and CRM Data
• Quality Assurance & Documentation

Microsoft CRM 2011 OnPremis upgrade to Dynamics 365 Online

• This was the 3rd project working with Tribridge including:
  • Initial installation and implementation of Microsoft CRM 4.0 in 2009
  • Upgrade of Microsoft CRM 4.0 to 2011 in 2011
  • Migration and upgrade from Microsoft CRM 2011 to Dynamics 365 in 2017

• Worked with the Tribridge, client's upper management and end users through the project life cycle • Assisted in requirements gathering • Assisted Dynamics CRM end user training and adoption • Created custom forms, entities, and workflows, jobs within Dynamics CRM • MS SQL database administration (on-prem database) and reporting • Continued post-migration support to end users Technologies used Microsoft technologies that have been used and upgraded over the years. • CRM 2011 • CRM D365 • Visual Studio 2013 -> 2017 • SQL Server 2008 R2 -> 2016 • SSIS, SSRS • CozyRoc SSIS CRM Integration Tools • KingswaySoft SSIS CRM Data Integration Tools • Entity Framework 6.1.3 • ASP Net MVC 4

Notes