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
Microsoft CRM 2011 OnPremis upgrade to Dynamics 365 Online
- This was the 3rd project working with Tribridge including:
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Initial installation and implementation of Microsoft CRM 4.0 in 2009
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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