Michael Cross – Microsoft Dynamics CRM Consultant

Using Microsoft Dynamics CRM to improve your relationships with customers and increase your sales and profits.

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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.