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I am Vivek Gupta. I worked in Microsoft Dynamics CRM as a consultant. I have 9 years of experience and same in Microsoft Dynamics CRM. I have worked on Dynamics CRM Plugins, workflows, Business Rules, Business Process Flows, Java...Show More
This is the Dynamics CRM Portal Project. I have configured the portal and start working on it with the clients requirement. This is related to submitt the claims in portal and Demurrage Analyst can review and update the claims. This process invovles some validation in Portal and email configuration. I have user model driven app in CRM.Show More Show Less
Digital Hub Phase 2
Aon Retiree Health Eductaion
This is Retiree health Project. This Project deals in Medicare products & Non – Medicare Products. It keeps all the information of the Accounts, their customers, retirees of their clients, enrollments, enrollment Status etc. It deals in B2B and B2C Process. Agents scheduled the appointments with the customers for the products.Show More Show Less
Yamaha Motor Finance Australia
It’s a huge project for finance and there are certain functional clauses that executed in CRM, Navision and SharePoint. It’s a loan based project for the banks and company. I have worked on integration with SharePoint, Navision through plugins, workflow, Actions and Nav connector. This project deals in
- Customer Service
- Sales Process
- Integration with Navision and SharePoint.
- Various Loan process like Hardship, Deceased, Asset Variation etc.
- Migration CRM 2013 to CRM 2016