Sanjii Badam
Toronto
Summary
Over 10 years of IT experience, worked as QA tester, BA and specializing in MS Dynamics CRM implementation and business systems analysis. Proficient in requirement gathering and business process analysis, translating business needs into technical requirements to promote digital transformation. Expertise in designing technical solutions that align with client business processes in Dynamics 365/CRM, including the creation of functional design documents and system architecture. Extensive experience in configuring and customizing Dynamics 365/CRM, using features like Security Roles, Business Process Flows, and Custom Entities. Develops Dynamics 365 Power Apps (Canvas Apps, Model Driven Apps, and Portals) to provide low-code/no-code solutions, and implements Power Automate for workflow automation. Leads data integration and migration projects using SSIS/Kingsway Soft, Azure Data Factory, and Web APIs, ensuring data integrity and seamless migration processes. Skilled in conducting comprehensive user training sessions and creating user manuals to enhance user adoption and proficiency. Manages projects using Agile/Scrum methodologies, ensuring timely and effective delivery of project deliverables. Oversees quality assurance, including integration and user acceptance testing to ensure the CRM solution meets business requirements. Manages the deployment process, including setting up the production environment and providing go-live support to address immediate client issues. Provides ongoing post-implementation support and system enhancements, ensuring continuous improvement and adaptation to new business needs. Strong communicator, adept at managing relationships with stakeholders and maintaining clear updates on project status. Utilizes Power BI to develop insightful business intelligence reports and dashboards for informed decision-making. Holds a Microsoft Certified IT Expert certification in Dynamics 365 CRM Proficient in web application development using .NET Technologies (C#.NET, ASP.NET). Experienced in CI/CD pipeline deployment and management for continuous integration improvements. Solid industry background in Manufacturing, Healthcare, and Supply Chain, applying tailored CRM solutions. Expertise in developing responsive and interactive UIs using HTML5, CSS3, and JavaScript frameworks. Experienced working with Software Development Life Cycle (SDLC) and Experienced working in agile environment and participating in agile ceremonies - Sprint Planning, Sprint Commitment, Daily stand-up, Continuous Release planning.
Overview
14
14
years of professional experience
1
1
Certification
Work History
MS Dynamics 365 Techno-Functional Consultant
Canus IT Solutions
02.2022 - Current
- Company Overview: Citi bank is a Global bank with its branches spread across the globe. MS CRM is their base for maintaining customers and their data. Now with the fantasizing features of Dynamics 365, customer wanted to migrate to D365. Bank has 10 external integrations to interact with CRM. Along with the CRM dashboard, we also implemented KPI Metrics which will represent the trends of the user payment transactions. To get access to all these, the user must go through login portal, which is also an added deliverable for this project.
- Designed and developed custom solutions within Dynamics CRM environments, including forms, views, workflows, and dashboards. Implemented custom plugins and JavaScript extensions to automate business processes and enhance user experience.
- Integrated Dynamics CRM with external systems and databases using Dynamics Custom API, web services, and SQL Server integration.
- Involved in development of Dynamics CRM, and the platform, as it pertains to feature sets that integrate with Dynamics CRM solutions, including designing and developing CRM portals.
- Created Canvas Apps with Common Data Service to show list of cases assigned to agents to work on, assignment of security roles, teams and skills for agents by Support admin.
- Involved in creating an App using PowerApps that help the HR dept. to manage their requirements.
- Created Power Automate to trigger on various events in case processing and to upload documents to FileNet and Azure Blob, schedule nightly jobs to purge draft cases, create EML files monitoring the shared mailboxes etc.
- Created a common JavaScript utility package containing all the operations involving Dynamics XRM Web API to help reduce redundant code and streamline the development process for the team.
- Developed PowerApps for building GUI applications and Logic Apps for application integration and building workflows etc.
- Created Model Driven Apps in Dynamics for different departments to ensure agents focus on their day-to-day activities without having to navigate/search for features/functionality in the system
- Converted the code base to the latest standard of UCI framework using the solution checker tool and Dynamics resources
- Set-up Mailbox integration with Dynamics to track emails and to automatically create cases and assign skills and route to queues.
- Installing, developing, Maintaining and enhancing CRM portals in MVC Dynamic CRM installation, configuration of email router for incoming and outgoing email processing.
- Created BPFs, Business Rules, Business Units, Teams, Security Roles, Privileges to help with business processes and ensure data security.
- Collaborated with business analysts and stakeholders to understand business requirements and translate them into technical designs.
- Conducted unit testing, integration testing, and user acceptance testing to validate CRM solutions and ensure quality assurance. Provided technical support and troubleshooting assistance during CRM deployments, upgrades, and maintenance activities.
- Participated in solution design reviews, code reviews, and knowledge sharing sessions with development teams. Maintained technical documentation including solution design documents, technical specifications, and user guides.
- Assisted in the development of data migration strategies and performed data cleansing, transformation, and loading tasks. Stayed updated with the latest Microsoft Dynamics CRM technologies, tools, and development best practices.
- Environment: MS Dynamics 365, XRM Toolbox, LDAP, Azure, Postman tool, SSRS, Ribbon Workbench, Bootstrap, Visual Studio, C#, Power BI, WEB-API, .NET Framework, JavaScript, AD Browser, Web Resource Updater.
MS Dynamics CRM / Power Apps Developer
Texas Dept. of Health & Human Services
08.2021 - 02.2022
- Worked as a developer on customizing, configuring, maintaining Microsoft Dynamics 365 Sales, and developing Portal module using JavaScript, HTML, jQuery, and CSS.
- Design and build Model Driven Apps, which are based on the Power Platform and provide a user-friendly interface for interacting with CRM data.
- Integrated CRM with marketing automation tools for seamless lead generation and tracking.
- Worked with plugins, custom workflows, business process flows and a lot of custom entities to support business user configuration rather than code on both Sales and marketing module for both Dynamics and USD 4.2.
- Integrate PCF controls with Dynamics CRM/365 systems and other business applications.
- Implement version control practices to track changes and updates made to Power Apps pages, ensuring consistency and rollback options if needed.
- Used TypeScript for scripting with use of generic page base and generate JavaScript using PowerShell command lets.
- Develop, test, and deploy Azure Logic Apps to automate business processes, connect applications, and handle data flows across various Azure services and beyond.
- Experience in creating Canvas Apps with different data sources using SharePoint, SQL, MS Data Verse, and Excel.
- Worked on creating Azure Functions apps for email updates on active cases and Integration with Logic Apps.
- Conducted customer journey mapping exercises for various projects, gaining valuable insights into user interactions and touchpoints.
- Facilitate Scrum ceremonies for the CRM development team.
- Used logic apps to consume data from informatica systems into the portal.
- Developed Canvas apps to generate records for order requests across various bulletin systems.
- Worked with SharePoint Online to generate customize canvas app forms to generate case requests and to send emails and print pdf’s on button click requests.
- Designed custom HTML templates using CSS, bootstrap to convert them to pdf’s using one drive conversion connectors.
- Worked on customization and configuration of Dynamics 365 CRM like creating custom entities, fields, forms as per business user requirements.
- Worked on creating security roles for portal contacts to modify access to the web portal for different users.
- Wrote workflows, business rules to modify the behaviour of the forms, fields on entering different sets of data in Dynamics 365.
- Implemented DevOps CI/CD pipeline for continuous integration and deployment.
- Did both Unit and Regression testing across UCI, USD, and Portal platforms for complex flow systems as per SDLC life cycle.
MS Dynamics 365 Consultant
Ameren Corporation (NYSE: AEE)
10.2020 - 07.2021
- Proficient in adeptly gathering requirements and analyzing business processes, adeptly translating business needs into actionable technical requirements to champion digital transformation.
- Skilled at designing sophisticated technical solutions aligned with client business processes in Dynamics 365/CRM, including meticulous creation of functional design documents and complex system architectures.
- Extensively experienced in configuring and customizing Dynamics 365/CRM, utilizing features like Security Roles, Business Process Flows, and Custom Entities to meet precise business requirements.
- Innovative in developing Dynamics 365 Power Apps (Canvas Apps, Model Driven Apps, and Portals) to provide efficient low-code/no-code solutions, and implementing Power Automate for enhanced workflow automation.
- Proficient in leading comprehensive data integration and migration projects using SSIS/KingswaySoft, Azure Data Factory, and Web APIs, ensuring flawless data integrity and smooth migration processes.
- Exceptional at conducting detailed user training sessions and crafting comprehensive user manuals to significantly enhance user adoption and proficiency.
- Effective in managing projects using Agile/Scrum methodologies, ensuring the timely and efficient delivery of project deliverables.
- Diligent in overseeing quality assurance, including integration and user acceptance testing, to ensure the CRM solution meticulously meets business requirements.
- Expert in managing the deployment process, including the setup of production environments and providing critical go-live support to promptly address client issues.
- Committed to providing ongoing post-implementation support and system enhancements, ensuring sustained improvement and adaptation to evolving business needs.
- Exceptional communicator, proficient at managing stakeholder relationships and providing clear updates on project status.
- Expert in utilizing Power BI to craft insightful business intelligence reports and dashboards, enabling informed decision-making.
- Skilled in web application development using .NET Technologies (C#.NET, ASP.NET), showcasing robust programming capabilities.
- Experienced in strategically deploying and managing CI/CD pipelines for continuous integration improvements.
- Deeply knowledgeable in the Manufacturing, Healthcare, and Supply Chain industries, applying tailored CRM solutions to meet specific industry challenges.
- Creative in developing responsive and interactive user interfaces using HTML5, CSS3, and JavaScript frameworks, enhancing user engagement and satisfaction.
- Environment: Microsoft Dynamics 365, SharePoint, MS CRM 2016, C#.NET, ASP.NET, Visual Studio 2015, ETL, Informatica, MS Outlook, Scribe Integration, HTML5, JavaScript, jQuery, JSON, RESTful webservices, XML, Team Foundation Server 2017, SQL Server 2016, SSRS.
Dynamics Techno-Functional Consultant
TELUS Mobility
09.2017 - 08.2020
- TELUS aimed to streamline customer relationships and marketing campaigns for Smart Home products while optimizing third-party contractor management with Dynamics 365 FO. The project emphasized CRM customization, marketing strategy enhancement, and efficient contractor oversight to boost customer satisfaction and business growth.
- Demonstrated proficiency in customizing, migrating, and integrating Dynamics 365 solutions across various modules including Dynamics CE, CRM, Sales, Finance & Operations, Supply Chain Management, and HR.
- Applied advanced skills in the Power Platform to automate processes, develop applications, and integrate both APIs and third-party products seamlessly.
- Contributed to the design of scalable and secure solution architectures for Dynamics 365 and Power Platform, ensuring they align with project objectives.
- Tailored Dynamics 365 CRM entities, forms, workflows, and business rules to enhance system performance and meet specific business requirements.
- Planned and executed data migration from legacy systems to Dynamics 365 CRM, focusing on data accuracy and seamless integration with other business systems.
- Designed and implemented Power BI reports and dashboards, providing actionable insights to facilitate informed decision-making.
- Provided comprehensive training and ongoing support to end-users, empowering them to utilize Dynamics 365 CRM effectively to meet business goals.
- Maintained detailed documentation of all configurations, customizations, and processes, adhering to industry best practices to ensure solution reliability and scalability.
MS Dynamics CRM Functional Consultant
Health Canada
05.2015 - 08.2017
- Company Overview: The health Canada project focuses on developing a Grants and Contributions Funding Platform (GCRS) by integrating Dynamics for funding application creation. Additionally, the project utilizes the Power Platform to construct model-driven Power Apps and Power Pages for the client-facing platform interface. This initiative aims to streamline the grant application process, enhance user experience, and ensure efficient management of funding allocations for Health Canada's initiatives.
- Analyzed client business processes, gathered requirements, and designed customized CRM solutions using Microsoft Dynamics 365, focusing on sales, customer service, and field service modules.
- Led collaborative efforts with clients through workshops and interviews to understand their business needs and document functional specifications.
- Configured and customized Microsoft Dynamics 365 CRM to align with client requirements, including entities, forms, workflows, and business rules.
- Planned and executed data migration from legacy systems to Dynamics 365 CRM, ensuring data accuracy and integrity.
- Integrated Dynamics 365 CRM with other business systems and applications, enhancing operational efficiency.
- Implemented both synchronous and asynchronous plug-ins and worked on API integrations and middleware solutions to optimize data flow.
- Conducted comprehensive user training sessions and provided ongoing support to ensure effective adoption and address any arising issues.
- Maintained detailed documentation of all configurations, customizations, and processes, and created user manuals and training materials.
- Performed extensive testing of the CRM system, coordinated user acceptance testing, and stayed updated on new features and updates in Dynamics 365 CRM.
- Provided expert recommendations for system improvements and optimizations, including setup, security, backup/restore processes, and deployment of updates and releases.
- Environment: Windows 8/8.1, MS CRM 2011, TFS, Studio 2012, SQL server 2008, SSIS, Reporting, Services
QA Analyst and BA Analyst
Tufts Health Plan
11.2010 - 03.2015
- Company Overview: Tufts Health Plan has been committed to providing a higher standard of health care coverage and to improving the quality of care for every member. The project includes the HIPAA Business Analysis and Quality Assurance testing activities and involves in HIPAA compliance, claims and insurance and provides different plans to employer groups, government-sponsored plans, and individuals.
- Involved in gathering/documenting business requirements, functional requirements
- Reviewed requirement specification and functional design documents for completeness and testability as well as ambiguity and inconsistency.
- Responsible for deliverables, developing the Test Plans, Test Scenarios, and detailed Test Cases based on the Use Case Documents, Business Requirements, and Functional Specifications
- Loaded data to different databases using SQL scripts and maintained a repository for data loading scripts.
- Created detailed Test Execution reports and Defect Tracking reports and provided it to the mgmt.
- Performed System, Integration, End to End testing and monitored the applications behavior during different phases of testing.
- Tested Complex ETL Mappings and Sessions based on business user requirements and business rules to load data from legacy source flat files and RDBMS tables to target tables.
- Tested the ETL process for both before data validation and after data validation process and tested the messages published by ETL tool and data loaded into various databases
- Validated the load process of ETL to make sure the target tables are populated according to the data mapping provided that satisfies the transformation rules.
- Involved in smoke, functional, regression testing as well as exploratory testing on the project.
- Involved in creation of various test deliverables such as test plans, test matrices, test cases and test data.
- Involved in creation of complex SQL queries for test execution and validation of data flows across systems.
- Performed test execution, defect tracking and problem analysis.
- Worked closely with Developer and DBA in identifying the test environments for test execution.
- Regression testing was performed upon receiving new builds and updated the Scripts accordingly.
- Provided and reviewed the Test Coverage Matrix and Test cases with the Business users, Business analyst and Development groups and requested their approvals.
- Environment: HP ALM, TOAD, SQL Developer, Powerhouse, COBOL, JCL, UNIX, TIDAL, UNIX Scripts, FTP, tus Notes, Dimensions, PUTTY, Mainframes, LINUX, Informatica.
Education
Bachelor's degree Computers and Master of Business Administration -
Osmania University
Skills
- CRM / Applications: Microsoft Dynamics CRM 365, Power Platform (Power Apps, Power pages, Power Automate, Power BI), canvas app, ServiceNow
- Languages and Operating systems: C, C, SQL, PL/SQL, VB Script, Python, Java, Windows, Linux, Mac
- Net Technologies and web technologies: ASPNet 35,40, C, NET, ADONET, XML, HTML, DHTML, CSS, XSLT, WPF, WCF, Windows Workflow WF JavaScript, jQuery, TypeScript, C, T-SQL, UML,ADONET, WCF, XML Web Services
- Data base web/app servers: MS SQL Server (2012, 2008 R2, 2005), SQL Server Reporting Services (SSRS), SSIS (SQL Server Integration Services)
- Version Controls Methodologies: Git, Gerrit, Visual Source Safe VSS 2010 E-R Modeling, DFD
- IDE/Tools: Visual StudioNet 2008, 2010, 2012 BIDS, MS Visio, XML Spy, VSS, Microsoft Visual Studio / GitHub / Eclipse
- Reporting/Analysis Tools: Microsoft Excel 2007, SSRS and SSAS, Crystal report
Certification
- Microsoft Certified: Power Platform Functional Consultant Associate (PL-200)
- MS Dynamics CRM Customization and Configuration-MB2
Timeline
MS Dynamics 365 Techno-Functional Consultant
Canus IT Solutions
02.2022 - Current
MS Dynamics CRM / Power Apps Developer
Texas Dept. of Health & Human Services
08.2021 - 02.2022
MS Dynamics 365 Consultant
Ameren Corporation (NYSE: AEE)
10.2020 - 07.2021
Dynamics Techno-Functional Consultant
TELUS Mobility
09.2017 - 08.2020
MS Dynamics CRM Functional Consultant
Health Canada
05.2015 - 08.2017
QA Analyst and BA Analyst
Tufts Health Plan
11.2010 - 03.2015
Bachelor's degree Computers and Master of Business Administration -
Osmania University
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