I have worked on projects involving clients from the following industries:
- Information Technology Services
- Financial Services
- Engineering / Manufacturing
- Professional Services
- Medical
- Professional Skills Training
- Media
I have done the following type of work:
- Business process analysis and design
- Training of project team and CRM system administrators
- Training of CRM end users
- Create design specifications for applications requiring custom programming
- Configuration of business units, security, system settings
- Customization of native entities as well as creating new entities and relationships
- Creation of workflow rules
- Application integration by modifying the Sitemap and ISV.config
- Report writing using SQL Server Reporting Services
- Upgrading from one version to another
- Data migration to Microsoft CRM from ACT!, Goldmine, and Salesforce.com using Scribe Insight
- Implement ClickDimensions Marketing Automation
- Implement add-ons from CRM Innovation (AutoNumber) and c360 (Group Calendar, Audit, Data Quality Center, Multi-Field Search, etc.)
Here are just a few examples of my work:
- To enable a new fulfillment process for marketing materials, I created custom entities that mimic the Product and Order entities, and added JScript to set default values for new records.
- To speed up the process of manually applying workflow rules, I created a custom button on an entity form that brings up the Apply Rule dialog box.