Summary
Overview
Work History
Education
Skills
Timeline
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Sairahul Thota

Summary

Microsoft Dynamics CRM Developer with 6+ years of experience in designing, customizing, and implementing Dynamics 365 Customer Engagement solutions. Proven ability to develop custom plugins, automate processes using Power Platform, and integrate Dynamics with external systems using Azure, REST APIs, and SSIS. Skilled in full SDLC delivery, ALM using Azure DevOps, and performance tuning for enterprise-scale CRM deployments.

Overview

7
7
years of professional experience

Work History

Microsoft Dynamics CRM Developer

Equitable Bank
08.2024 - Current
  • Developed custom plug-ins using C# and the Dynamics 365 SDK to handle business logic during the pre-validation, pre-operation, and post-operation stages, including complex scenarios like cascading lead-to-opportunity conversions and conditional entity creation.
  • Created and registered custom workflow activities to support background automation processes that couldn’t be achieved through standard workflows or Power Automate, such as time-based escalation and rule-driven entity updates.
  • Implemented PCF (PowerApps Component Framework) controls to build interactive UI elements including drag-and-drop schedulers, calendar views, and custom sliders, enriching the user experience beyond the out-of-the-box UI.
  • Automated document generation workflows using Power Automate combined with the Adobe PDF Services connector and SharePoint integration to create branded PDFs for quotes, invoices, and contracts, reducing manual workload.
  • Orchestrated seamless integration between Dynamics 365 CE and an external ERP system using Azure Logic Apps, Service Bus queues, and custom connectors, enabling near real-time synchronization of financial records and sales transactions.
  • Designed and configured Azure Service Bus messaging patterns including topics and subscriptions to enable loosely-coupled communication between CRM and finance systems, ensuring high reliability and retry logic.
  • Developed Power Automate flows with conditional logic and parallel branches for approval routing, SLA tracking, and email alerting based on dynamic data from CRM entities and business rules.
  • Configured custom model-driven apps and role-based site maps using the App Designer, allowing business users to access only the required modules based on security roles, improving UI navigation and data security.
  • Implemented environment-specific solution layers (DEV, QA, UAT, PROD) and managed deployments using Azure DevOps pipelines with solution unpacking, version control, and automated build and release stages.
  • Used FetchXML with linked-entity filters and aggregation for creating complex data retrievals in custom views, charts, and reports, and optimized performance by avoiding redundant joins and indexing critical fields.
  • Created real-time and batch data synchronization routines using KingswaySoft SSIS adapters for large-volume data loads, with error logging, deduplication, and upsert operations.
  • Built reusable JavaScript libraries for form validation, business rule overrides, and UI enhancements including tab navigation, field locking, and dynamic field visibility based on form context.
  • Tuned Dynamics 365 performance by analyzing system jobs, reducing plugin execution time, minimizing synchronous calls, and indexing frequently queried attributes in high-traffic entities such as Contacts and Opportunities.
  • Customized security model using hierarchical business units, security roles, field-level security profiles, and record-level access via owner teams and access teams to enforce data confidentiality.
  • Collaborated with cross-functional teams including QA, business analysts, and integration architects to gather requirements, validate solution design, support UAT, and deploy solutions in alignment with business goals.

Microsoft Dynamics CRM Developer

Fidelity Canada
04.2021 - 06.2024
  • Customized Dynamics 365 CE Sales and Service modules to streamline mutual fund sales workflows, automate KYC/AML processes, and integrate compliance-driven validations using plugins and business rules.
  • Developed C# plugins and custom workflow assemblies to automate client onboarding, update financial advisor profiles, and enforce data integrity through pre-validation and post-operation logic.
  • Integrated Dynamics 365 with Fidelity’s internal financial systems using Azure Logic Apps and REST APIs, enabling bi-directional sync of investment data, customer transactions, and portfolio status.
  • Designed Power Automate flows to handle SLA-driven alerts, task assignment, approval chains, and escalation processes, enhancing responsiveness and compliance tracking.
  • Built SSRS and Power BI-based dashboards to provide visibility into investor engagement, asset inflows/outflows, and advisor productivity, with role-based security for sensitive data.
  • Implemented secure document management by integrating SharePoint Online with Dynamics, allowing advisors to upload KYC forms, agreements, and compliance letters directly from the CRM interface.
  • Customized site maps, form layouts, JavaScript logic, and business process flows to support regulatory workflows and improve advisor usability across desktop and mobile interfaces.
  • Managed solution lifecycle using Azure DevOps with CI/CD pipelines, version control, and automated deployment scripts for multi-environment (DEV/UAT/PROD) rollouts.
  • Configured hierarchical security roles and field-level security to protect client financial data, enforce access policies, and support internal audits.
  • Acted as a liaison between product owners, QA testers, and business analysts to gather investment-specific requirements, validate features through UAT, and ensure successful production deployment.

Microsoft Dynamics CRM Developer

Acalvio Technologies
03.2018 - 03.2021
  • Customized lead and opportunity management modules in Dynamics 365 CE to include territory-based routing, auto-assignment rules, and time-based follow-up activities using native workflows and custom plugins.
  • Designed dynamic JavaScript-based client-side logic to handle form-level validations, conditional visibility of tabs/sections, and auto-population of fields based on user role and record status.
  • Migrated data from Salesforce to Dynamics 365 using SSIS and KingswaySoft adapters, including data cleansing, transformation, entity mapping, and post-load validation to ensure data integrity and referential consistency.
  • Configured the Customer Service Hub for case management, including SLA tracking, entitlement setup, automatic queue routing, and escalation logic using workflows and Power Automate.
  • Developed integration between Dynamics CRM and SharePoint Online using REST APIs to manage documents, enable metadata tagging, and enforce document-level permissions based on CRM record ownership.
  • Enabled compliance features by implementing custom plugins that captured field-level audit history, tracked changes to sensitive fields, and logged user activity for regulatory reporting.
  • Created and embedded real-time Power BI dashboards within the CRM interface to visualize sales pipeline health, case resolution metrics, and user productivity KPIs for management oversight.
  • Deployed and maintained Dynamics CRM 2016 on-premises environments, including setup of sandbox/production instances with high availability, SSL configuration, and database optimization.
  • Designed and implemented business process flows (BPFs) for guided sales qualification, contract negotiation, and service request handling, ensuring consistency across business units.
  • Built reusable .NET-based custom workflow assemblies for background processes like follow-up task generation, SLA alerts, and conditional notifications that couldn't be achieved through out-of-the-box workflows.
  • Implemented granular role-based security models with hierarchical business units, custom security roles, and access teams to enable secure cross-department collaboration and data visibility.
  • Developed automated regression test scripts using EasyRepro, covering core CRM functionalities like form loading, business rule execution, and workflow triggers to support quality assurance and DevOps.
  • Configured and maintained CRM sandbox environments for testing, including regular data refreshes, plugin debugging, and version-controlled deployment of managed/unmanaged solutions.
  • Worked directly with business users and SMEs in agile workshops to gather requirements, define user stories, and translate them into CRM solution components such as entities, forms, views, and dashboards.
  • Provided ongoing user training and documentation support, helping end-users adapt to new functionalities and processes through user guides, hands-on demos, and troubleshooting assistance.

Education

Bachelor of Engineering - Electronics And Communications Engineering

Jawaharlal Technological University
Hyderabad
05-2018

Diploma - Testing and Business Intelligence

Montreal College of IT
Montreal, QC
03-2021

Skills

  • CRM Tools: Microsoft Dynamics 365 CE (Sales, Service, Marketing), CRM 2013–365 Online
  • Languages: C#, JavaScript, TypeScript, HTML5, CSS
  • Power Platform: Power Apps, Power Automate, Power BI
  • Integration: Azure Logic Apps, Azure Functions, REST & SOAP APIs
  • Reports: SSRS, FetchXML, Power BI Dashboards
  • Migration: KingswaySoft, SSIS, Data Import Wizard
  • DevOps: Azure DevOps, Git, Solution Packager
  • Security: Role-Based Access, Field Security, Team Ownership
  • Methodologies: Agile/Scrum, Jira, Azure Boards

Timeline

Microsoft Dynamics CRM Developer

Equitable Bank
08.2024 - Current

Microsoft Dynamics CRM Developer

Fidelity Canada
04.2021 - 06.2024

Microsoft Dynamics CRM Developer

Acalvio Technologies
03.2018 - 03.2021

Bachelor of Engineering - Electronics And Communications Engineering

Jawaharlal Technological University

Diploma - Testing and Business Intelligence

Montreal College of IT

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Sairahul Thota