Developed and presented customized Dynamics 365 demo solution.

Develop and implement Dynamics 365 CRM instance.

Develop and integrate custom SharePoint Online instance with Dynamics.

Collaborate with executives and end-users to ensure solution meets client’s needs.

Configure business rules, workflows, and business process flows.

Develop and implement ASP.Net plugins, and custom workflow assemblies.

Leverage CSS, JavaScript, and HTML to create embedded amortization schedule within email templates.

Integrate Dynamics CRM with Outlook, Microsoft Flow, and Excel.

Effective team lead who proposed, developed, and implemented custom Microsoft Dynamics 365 online instance for commercial real estate firm with $1.1 Billion assets under management.

Collaborate with executives, development teams and end-users to ensure cohesive and efficient business processes.

Lead Dynamics demos, design thinking sessions, and end-user workshops.

Led the migration from legacy Dynamics CRM 2015 On Premises to Dynamics 365 Online.

Lead integration with legacy systems (Smartsheet, Sage)

Develop all training materials and lead training sessions.

Perform data analysis and provide actionable insights for senior leadership.

Leverage CSS, JavaScript, and HTML to create embedded reports and dashboards.

Design and develop executive reports with SSRS and FetchXML.

Integrate Dynamics CRM Online with Outlook, OneNote, Excel and SharePoint.

Customize and configure business rules, workflows, and business process flows to streamline business processes.

Extend Dynamics functionality with Power Apps, web resources, Power BI, google maps, external databases, and client-side form scripting.

Performed initial investment due diligence and underwriting for five portfolio managers of a Registered Investment Adviser with over $1.5 billion of assets under management.

Duties included researching various investment ideas, primarily performing due diligence and analysis of large cap companies to evaluate the fundamental outlooks and trends.

Covered companies across several industries including contract research organizations, specialty retail, computer hardware, IT services, and software.

Reviewed and deliberated 10-K’s, 10-Q’s, sell-side research reports, public disclosures, company conference transcripts, and relevant regulatory documents in performing due diligence.

Focused on identifying the critical variables that drove company earnings to evaluate their long-term success/failure.

Constructed financial models from a proprietary, multi-dimensional financial model to derive the intrinsic value of potential investments. Valuation methods included Discounted Cash Flow (DCF), Residual Income Model (RIM), and comparable analysis.

Presented research reports and investment recommendations to senior leadership for evaluation under tight deadlines.