Dynamics 365 Automation, Administration and Support


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


  • 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