Environment : Dynamics 365 CRM, SSRS, Power BI and AX

Role : Team Lead.

Description : Reports and Dashboard is team that enables to provide solutions on reports for end customers, as a team will provide business solutions on reports using SSRS and Power BI for Dynamics CRM and Dynamics AX platforms. This includes design, estimation, development and deployment.

Description:San Bernardino County District Attorney,the system will provide case management tracking and document management beginning with the intake of a law enforcement partner’s report, through the investigation and filing process, and completing with court case tracking. The system will also provide portal access to the defense bar and other interested parties.

This includes the following features:

• Case Evaluation
• Turn Down a Case.
• Issue aCase
• Case Filing
• E-File

Description:HP Services is to handle all the services belong to Hewlett Packard, customer can be requested for services the portal, requests will be created as cases in CRM. Agents will work on Cases, further converted into orders.

This includes the following features:

• Calculating Asset wealth, bases on SNIC Count, intervention on Asset in a specific time
• Case auto routing based on Region and other parameters.
• Case process flow from External and Internal Customers.

Description :AskHR CRM is upgrade of HRSupport from CRM 2011 On-Premise to CRM 2016 online, all the existing feature of HRSupport will be implemented on AskHR and using the OOB features of CRM 2016 in applicable areas.

This includes the following features:

• Using Business Rules in place of JavaScript
• Implementing Business Process Flow feature for better navigation.
• Implementing Interactive Service Hub forms on Case and Activities

The Human Resources Customer Relationship Management (HR Support) is a Corporate Operations CRM solution for supporting Compensation Benefits and Talent & Organizational Capability for global employees, managers, eligible dependents and external candidates. Employees and dependents seek personalized responses to their questions concerning benefits, stock, training, etc. The HR Support team (Benefits, Stock, 401K, Learning and Development, etc.) personally responds to the e-mail, phone, walk in and instant message inquiries. The CRM solution automates the process for tracking and streamlining case requests. This includes the following features: Services: Creates case on upon employees query, Case will be created in different ways Auto assignment of a case to shift users based on business logic. Auto communications based on customers company code. Enable EDM to send subsequent EDM activities for an existing case. Onboarding Global & Regional Service Center Queues. Map existing EDM queues to the new GSC/RSC model. Onboarding new Operational Taxonomy. Speed Up categorization of cases. UI Enhancements- Case Form Redesign & ribbon modifications Simplify Case Resolution form

Global Talent Acquisition GTA Portal built upon HR Support CRM to maintain acquisition details in CRM. This is single page application to build on ADX 6.0. Application stores only the basic details of candidate details for specific resource groups, this application doesnt track requirement process.

A powerful web application to facilitate the employees of the organization in various departments like HR, Leaves, Performance Evaluations, Timesheets and Time spends. Web portal based on the MSCRM 2011 tools. This portal provides the facility to interact with organizational data that is managed using MSCRM 2011. Following are the different modules of the RADMan+. HR: Manages company holidays, employee timesheets, and employee Time offs. Timespent: Manages the employee multiple times spends. Employee Evaluations: Automated annual performance evaluation process to facilitate HR Department Leaves: Management of employee leaves and approval of leaves applied. Reports: Automated SSRS Reports to notify related employees and management authorities.

Portal developed for Clients to raise their issues to intimate the development team and manage the documents related to the project using SharePoint libraries. Contracts and the invoices are also managed through the portal. Case management and management of the contact profile also done through the portal application. Following are the different modules of the Client Care Portal. Home Page Dashboard: Contains charts for client visual interface Profile Management: Client can manage Contacts, company information and can add contacts to access the portal. Case Management: Managing cases for the clients and sending out the notifications on each update Document Sharing: Sharing important documents with client using the SharePoint integration in the system.

VUE Incentive point process is used to synchronize data between VUE application and CRM. VUE is an independent application which manages the information of agent, policies, insured etc. CRM instance is another independent application that contains the same information as VUE, which is used by higher level employees and VUE is used by the low-level employees, VUEIP acts as a bridge between VUE and CRM and syncs the data from VUE to CRM, data flow will be only one way from VUE to CRM.VUEIP also consist of Reconciliation report that generates report on non-synchronized data in the above to applications.