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)
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Profile of the month – Dynamics AX/365 March 2019

Education

ITESM, Campus Monterrey       2001 – 2006 B.S. Computer Systems Engineer

Professional Experience

Projects:

MISTR S.A. (Distributor) – Sr. Developer(AX 365) Feb 2019 – Present in AX

  • Customizations in Dynamics AX in General.
  • Customizations in Dynamics AX in MPOS.

Birmex (Pharmaceutical industry) – Sr. Developer Jan 2017 – Present in Ax

  • Development of inquiries and reports of inventory aging, vendor balance aging, customer balance aging
  • Customizations in Dynamics AX in General
  • Support of Development

AXALTA – Sr. Developer Aug 2018 – Present

  • Customizations and Reports in Dynamics AX 365 (General Ledger, Accounts Receivable and Accounts Payable)

BIRKS – Sr. Developer May 2018 – Aug 2018

  • Customizations and Reports in Dynamics AX 365 (General Ledger, Accounts Receivable and Accounts Payable)

BENTLEY – Sr. Developer Jul 2018 – Sep 2018

  • Integration of Moneris Pin pad for Retail MPOS

DUCOR SA  – Sr. Developer Aug 2017 – Present

  • Customizations and Reports in Dynamics AX (General Ledger, Accounts Receivable and Accounts Payable)

TOYOTA TSUSHO MEXICO (Automotive industry) – Sr. Developer Aug 2015 – Present

  • Customizations and Reports in Dynamics AX (Accounts Receivable and Accounts Payable)

DAXPRO – Sr. Developer Oct 2017 – Present

  • Customizations in Dynamics AX (Project Management Module)

GRIFFITH LABS  Sr. Developer June 2011 – Present

  • Customizations and Reports in Dynamics AX (All Modules)

ABINSA Sr. Developer July 2011 – Aug 2013

  • Customizations and Reports in Dynamics AX (All Modules)
  • BI reports

FRISA Sr. Developer Jan 2011 – Aug 2012

  • Customizations and Reports in Dynamics AX (All Modules)

TUBACERO (retail industry) Sr. Developer Jan 2011 – Dec 2013

  • Development of  inventory reports throw reporting services
  • Development of rules for batches to be picked up in the inventory

Delata Consultants Ltd.
Development Mgr Jan 2016 – Present

  • Analyze, Design, Develop and Test requirements from Customer.
  • Create and design specification files.
  • Manage resources.

Various companies – Freelancer Develope MS Dynamics AX Jun 2013 – Dec 2015

  • Sr. Developer in Microsoft Dynamics AX implementations
  • Development of BI reports, Analyze Services and reporting services  (Ax 2012)
  • Customizations in the next Modules: Inventory Management, Accounts Receivable, Accounts Payable,  Product information Management, Production Control, Service Management, General Ledger and Accounting.

Grupo Staff – Development Mgr and Sr. Developer – Jan 2010 – May 2013

  • Analyze, Design, Develop and Test requirements from Customer.
  • Create and design spec files.
  • Administrate resources.

Skills

  • Work well under pressure
  • Self-learning
  • Teamwork oriented
  • Excellent communication
  • Hard-working
  • Dedicated
  • Responsible

Languages

  • English & Spanish


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Delata Consultants adds Dynamics CRM expertise

Delata Consultants is pleased to announce that in conjunction with its Mexican partner, Northware Inc., it can now offer Dynamics CRM professional services to its clients.

With this additional expertise, we have extended our consulting capability within the Dynamics AX/365 ERP. CRM is currently in very high demand, so we expect to be successfully assigning these consultants to new clients soon. – R. Millette, President and CEO, Delata Consultants Ltd.
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Profile of the month – Epicor for February 2019

Sr. Architect – Epicor and Dynamics AX

SUMMARY OF MY EXPERIENCE:

  • ERP Experience:
  • Vantage
    • Epicor 9 and 10
    • MS Dynamics AX 2009 and 2012
  • Over 10 years of experience in:
    • Software development
    • IT management
    • Project management
    • Business analysis
    • Technical implementation and consulting
  • Over 10 years of experience as a software architect for ERP Systems
  • Currently Sr. Solutions Architect
  • Development Project Manager
  • International multi-site implementations
  • Technical skills:
    • Epicor Customization Tools:
  • Custom Engine (UI)
    • BPMs
    • Dashboard
    • BAQs and BAQ Reporting
  • Software Development Kit (SDK)
    • Integrations
    • SSRS Reports
    • Crystal Reports
    • Microsoft SQL Server
    • Progress Open Edge – ABL and OpenGL.
    • C#, C++, Java, HTML, XML, SQL, JSP, JavaScript, Scheme, Prolog, PHP, Progress
  • Primary consulting services expertise:
    • Understanding customer business requirements and Epicor ERP capabilities
    • Epicor software implementation technical / development Project Management
    • Epicor customizations: requirements definition, analysis, design, development, testing and implementation
    • Reports and dashboards
    • Business process re-engineering
    • Integrating core custom software with Epicor ERP
    • Improving process flow and notification points
    • Automating processes
  • Detailed understanding of business processes in:
    • Sales & Distribution
    • Manufacturing & Production Management
    • Inventory Management
    • Customer Relationship Management
  • Fluently bilingual: English and Spanish

DETAILED WORK EXPERIENCE:

DELATA Consultants, Monterrey, Mexico                 Currently since Feb 2018  

Sr. Solution Architect and Developer:

  • Work remotely delivering on time new solutions for customers in Canada.
  • Using Epicor SDK, create new UI Forms and scheduled processes.
  • Develop complex customizations and BPMs.

Cre8tive Technology and Design, San Diego, CA Jan 2014  to  Mar 2017

From Jan 2014   to     March 2017

Sr. Solution Architect:

  • Work closely with both internal and external customers, he gained a detailed understanding of business processes in Sales, Manufacturing, Warehousing, Distribution, Customer Service, and Finance.
  • Coordinate development teams to ensure the final product meets customer specifications.
  • In many cases, developing and implementing the designs.
  • Create functional and technical designs for customizations required by customers.
  • Successfully implement in American companies.
  • Standardize internally process and methodology across Architectural, design, development and QA layers.

Grupo Staff, Monterrey, Mexico                       From Oct 2011     to     Dec 2013

Senior Manufacturing Consultant:

  • Analyze customer’s manufacturing processes for mapping them to Microsoft Dynamics AX.
  • Create functional and technical designs for customizations required by customers.
  • Train customers and coworkers in the manufacturing and process industries module.
  • Give support on site and remotely after go-live.
  • Help on the pre-sales process giving demos to future customers.
  • Manage the Manufacturing requirements and assign them to my team members.
  • Improve the process of documentation in designs and change controls.
  • Successfully implement in Mexican and American companies.

EPICOR, Monterrey, Mexico                 From Jan 2008     to     Sept 2011

Software Engineer:

  • Develop base and custom programs and reports for EPICOR (ERP).
  • Create functional and technical designs for customizations required by customers.
  • Successfully migrate reports from Crystal Reports to SQL Server Reporting Services.
  • Deliver projects (programs, reports, implementations) on time and budget: customizations to the Sales, Purchase and Manufacturing modules.

FORMAL EDUCATION:

  • Computer Systems Engineer specializing in Software Development, Instituto Tecnológico y de Estudios Superiores de Monterrey, 2007
  • Master of Information Technology, Universidad Regiomontana (Master degree to be achieved on 2019)

OTHER SPECIALIZED TRAINING:

  • Project Management Certificate Program, San Diego Continuing Education, USA, 2016
  • Leadership Program, Centro Generaciones, 2011
  • SQL Server Reporting Services, Epicor, 2010
  • Crystal Reports, Epicor, 2009
  • C# Programming, Epicor, 2009
  • Progress (4GL) Programming, Epicor, 2009
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