Profile of the month – Dynamics CRM March 2019

Microsoft Dynamics CRM MVP Consultant – Resume

SUMMARY

Experience Dynamics CRM functional and technical professional with 12+ years of experience in IT and over 9 years of Dynamics CRM experience. Extensive functional knowledge of Microsoft Dynamics CRM 3 to 365. Participated in 12+ full life cycle implementations projects mainly as Dynamics Technical Lead, basic knowledge of Power BI working with CRM and with other type of connections to cross information and get insights of the enterprise.

My expertise is more oriented to abstract the business of each enterprise and adapt it to the framework of CRM, experience in more than 5 government implementations for citizens.

CRM Evangelist, VP of user chapters in the CRM community for Mexico, I have given webinars and taught some extensive training for CRM SDK

Portfolio of Projects ERP Dynamics AX: 

  • 5 implementations for the Mexican government.
  • 2 migrations from Salesforce to CRM, one to CRM 2016 and other to 365.
  • 3 projects using Scribe as the data integrator.
  • 2 projects using the Portals included in the Enterprise version for CRM
  • UML, Sure step and Scrum as methodologies to execute projects

Certifications: 

  • Microsoft Certified Solutions Associate
  • Microsoft Dynamics 365 Customization and Configuration
  • Microsoft Dynamics CRM 2016 Customization and Configuration
  • Microsoft Dynamics CRM 2016 Online Deployment
  • MBSS: Microsoft Dynamics CRM 4.0 Installation and Deployment
  • MBSS: Microsoft Dynamics CRM 4.0 Customization and Configuration
  • MBSS: Microsoft Dynamics CRM 3.0 Customization

Professional Experience

Project Name:  New Implementation

  • Company Name: Cuprum
  • Type of Company:  Manufacturing – Duration – 12 months -2018
  • Role: Sr. Consultant
  • Modules: Sales, Service, Marketing, Scribe and custom WCF services
  • Other Activities: Discovery, Documents for the presales phase, documentation for analysis, design and deployment, execution of some development task and distribute activities to the team, Prepare Data Migration & Load and validate information, Training Users

Project Name:  Downgrade for a solution

  • Company Name: Serenova
  • Type of Company:  Call center- Duration – 1 month -2017
  • Role: Sr. Consultant
  • Modules: Sales and custom web resources
  • Other Activities: Analyze the existing solution for CRM 2013 in order to execute a downgrade for CRM 2011

Project Name:  Dashboard for customers

  • Company Name: Dynasty
  • Type of Company:  Sports & Entertainment- Duration – 4 month -2017
  • Role: Sr. Consultant
  • Modules: PowerBI
  • Other Activities: Participate in the custom module to expose visuals and dashboards from PowerBI with different customers using the same file with PowerBI embedded.

Project Name:  Migration Salesforce to CRM 

  • Company Name: Geokinetics
  • Type of Company:  Geographical – Duration – 4 months – 2016 
  • Role: Technical lead and Sr. Consultant
  • Modules: Sales and Service, Scribe and custom WCF services
  • Other Activities: Discovery, Documents for the presales phase, documentation for analysis, design and deployment, execution of some development task and distribute activities to the team, Prepare Data Migration & Load and validate information, Training Users

Project Name:  KPI´s

  • Company Name: Gentera
  • Type of Company:  Financials- Duration – 6 months -2016 
  • Role: Technical lead and Sr. Consultant
  • Modules: Sales, Service, Marketing and Scribe
  • Other Activities: Prepare initial documents (Discovery), design documents using UML and Sure step methodology, RFP – RFD documents, assign activities to the team, in charge of the architecture and the correct design for the business.

Project Name:  CRM Community

  • Company Name: Comunidad 365
  • Type of Company:  Community- Duration – 1.5 year – current position
  • Role: Sr. Consultant
  • Modules: Answer questions on the community, webinars and training courses for the users for the SDK
  • Other Activities: Organize a local user chapter in Monterrey Mx, assistance fo the coordination fo the Dynamics 365 launch event in CDMX.

Project Name:  Integrations

  • Company Name: Tribridge
  • Type of Company:  Health- Duration – 2 year -2013-2015
  • Role: Sr. Consultant
  • Modules: Scribe integrations and migrations
  • Other Activities: Person in charge for integrations and migrations from Goldmine CRM to CRM Dynamics, Built add-ons for CRM on the app store for the company

Project Name:  PASA Sales

  • Company Name: PASA
  • Type of Company:  Garbage and residual collection- Duration – 1 years -From 2012 to 2013
  • Role: Sr. Consultant
  • Modules: Sales, Service and custom web
  • Other Activities: Deployment and customization for KPIS, sales and customer service, dashboards, integrations with SAP using web services

Project Name:  Empower your employees

  • Company Name: Home Depot
  • Type of Company:  Retail- Duration – 1 years -From 2011 to 2012
  • Role: Sr. Consultant
  • Modules: Sales, Service and custom web
  • Other Activities: Deployment and customization for KPIS, sales and customer service, dashboards, integrations with Progress, implementation for more than 700 users

Project Name:  Government Implementation

  • Company Name: Mexican Government
  • Type of Company:  Health- Duration – 3 years -From 2008 to 2011
  • Role: Sr. Consultant
  • Modules: Sales, Service and custom web
  • Other Activities: Customizations to create a product for government, implemented the solution for more than 5 different cities and states

EDUCATION:

  • University:  Bachelor –  IT Systems Administrator
    • 2005  Nuevo Leon University (UANL)