Naga Appasani

Naga Appasani

Microsoft Dynamics CRM/CE/BC/Power Platform Lead @ Vanguard

About

A Certified Microsoft Power Platform and Microsoft Dynamics 365 CRM Technical Consultant with 12 years of development experience on Microsoft technologies such as MS Dynamics CRM, MS Dynamics CE/BC/PM, Power Apps, Power Automate, Azure, SSRS, SSIS and SQL Server. And involved in implementation of complete modules of Microsoft Dynamics CRM Sales, Marketing, Services, and Reports. Expertise in customizing, configuring, developing, and deploying Plug-ins, Workflows, Custom Workflow activities, REST API's using C# and JavaScript.Power Platform Skills: Experienced in developing end-to-end business solutions on the Microsoft Power Platform, leveraging Power Apps, Power Automate, and Power BI for process automation and data insights. Skilled in integrating Dataverse, Dynamics 365, and external systems to deliver scalable, secure, and user-friendly applications.AI Driven Skills:Designed and implemented intelligent workflows using Microsoft Copilot Studio, enhancing Dynamics 365 CE Sales, Services and Power Platform, Agentic AI solutions with AI-driven automation.Developed and deployed conversational bots using Microsoft Power Virtual Agents to automate customer support and enhance self-service capabilities in Dynamics 365.

Country

United States

City

Raleigh

Industry

Marketing & Advertising

Skill

Canvas apps, GitHub, Model driven apps, Microsoft Visual Studio Code, Azure DevOps Services, Bitbucket, SharePoint, XRM Tool Box, Microsoft Power Platform, Microsoft Copilot Studio, Microsoft Copilot, Microsoft Power Virtual Agents, Workflows, Git, REST APIs, Azure Logic Apps, Agile Methodologies, Jira, Dynamics CE, Gitlab

Experience

Vanguard

Microsoft Dynamics CRM/CE/BC/Power Platform Lead

Vanguard

LinkedIn
2025-8 - Present · 1 yr 2 mos

Charlotte, NC

ActiveCampaign

Senior Microsoft Dynamics CRM/CE/BC/Power Platform Developer

ActiveCampaign

LinkedIn
2021-12 - 2025-7 · 3 yrs 8 mos

North Carolina, United States

1)Applied Agile methodologies and utilized Jira, including effort estimation using story points and defining epics. 2)Developed and maintained Plugins using C# in Visual Studio, employing tools like Plugin Registration Tool. 3)Utilized JavaScript to enhance UI functionality by manipulating entities, attributes, forms, and Ribbon buttons. Built Ribbon controls using Ribbon Workbench Tool for ActiveCampaign customers to initiate on-demand data synchronization. 4)Implemented API integrations to seamlessly synchronize data between Dynamics CRM and third-party SaaS applications. 5)Utilized Postman to validate API endpoints and test requests for GET, UPDATE, and POST operations, ensuring correct payload structure and seamless data exchange during API integrations. 6)Designed Power Automate flows to automate recurrent data synchronization and trigger custom plugins based on predefined business events. 8)Configured Dynamics 365 CE with Omnichannel features including Channels, Workstreams, and Unified Routing to enhance customer engagement and service delivery. 9)Integrated Copilot with Dynamics 365 Sales and Customer Service to automate data entry, summarize cases, and deliver AI-driven next-best actions, reducing agent workload and improving decision-making. 10)Published Dynamics 365 solutions to Azure AppSource, enabling thousands of customers to easily access and update the solution via the Power Platform Admin Center. 11)Packaged solutions using Package Deployer (Microsoft SDK v8.4) and deployed across environments using Power Apps Pipelines for consistent CI/CD processes. 12)Implemented PCF (PowerApps Component Framework) controls to add sub grids on Dynamics dashboards, displaying synchronization logs such as counts of successful and failed records per entity. 13)Integrated GitLab repositories with CI/CD pipelines (Power Platform Pipelines or Azure DevOps). 14)Administered user accounts via Azure Active Directory, managed licenses.

Bonitz

Microsoft Dynamics CRM/CE and Power Platform Solution Architect

Bonitz

2021-4 - 2021-12 · 9 mos

Charlotte, NC

• Analyze business requirements, design and implementing processes for data Integrations and developed complete modules of Microsoft Dynamics (Sales, Marketing, Services) by considering business requirements. • Analyze user stories in Rally (Agile PM Tool) and discuss technical feasibility of the requirements with the team. • Customizing and Configuring Microsoft Dynamics CRM application by creating, modifying custom entities and out of box entities. Also, creating and updating forms, attributes for custom entities, out of box entities. • Managing dashboards, creating multiple forms and views. Adding web resources, Business Rules, navigation links to achieve business requirements. • By using JavaScript programming language changing functional behavior of entities, attributes, forms, and duplicate detection rules. • Developed custom workflows for parent and child entity, also developing Plugins using C# programming language in Visual Studio (Integrated platform), plugin registration tool and plugin profiler to change the functional behavior of Microsoft Dynamics CRM Application for the Organization level. • Built Canvas and Model driven apps from power apps within organization to provide different apps for Sales and Project consultants to access. • Adding, managing User’s in the Active Directory, providing licenses, and getting reports of user’s activity. • Integrated CE with F&O using Dual-Write to generate work order creation based on Business Process Flow stages form CE. • Integrated Dynamics CRM with Microsoft Outlook to track email attachments to Deals entity and get emails to the Timeline within the Deals form. • Integrated Dynamics CE with Measure Square using Power Automate to get data related to Deals, Projects, remove involvement of Excel 8.1 sheet and providing Dynamics CE as user interface to Salespersons, Project Consultants.

Vanguard

Microsoft Dynamics CRM/CE and Power Platform Developer

Vanguard

LinkedIn
2017-4 - 2021-3 · 4 yrs

Malvern, PA

• Managing dashboards, creating multiple forms and views. Adding web resources, Business Rules, navigation links to achieve business requirements. • By using JavaScript programming language changing functional behavior of entities, attributes, forms and duplicate detection rules. • Developed custom workflows for parent and child entity, also developing Plugins using C# programming language in Visual Studio (Integrated platform), plugin registration tool and plugin profiler to change the functional behavior of Microsoft Dynamics CRM Application for the Organization level. • Created dynamics 365 portals within admin portal by using website, entity forms, web forms which belong to portal module in Dynamics 365. • Built canvas and model driven apps from power apps within organization to collect notes for activities purpose which had been added to dynamics. • Used Azure functions to move documents form SharePoint to dynamics. • Used Azure logic apps to send emails on create of a client. • Deployed .NET code, C# programming language for plugins development using visual studio into .NET framework by plugin registration tool. • Used Power Apps to create power automated flows. • Used Power BI reporting tool, to generate automated reports of quarterly sales. • Setup Bamboo/Bit Bucket tool to integrate the Projects and maintained Bamboo with CI/CD. • Extensively worked on Jenkins by installing, configuring and maintaining for Continuous integration (CI) and for End-to-End automation for all build and deployments. • Integrated Dynamics CRM with Microsoft Outlook for tracking Opportunities and Emails for better communication with the customer to maintain the customer relationship. • Used SQL Server Integration Services (SSIS) from Microsoft Business Intelligence, SQL Server Management Studio(create and manage tables) and T-SQL statements. • Used Kingsway Soft Tool to migrate data.

EVERSANA

Microsoft Dynamics CRM Developer

EVERSANA

LinkedIn
2016-1 - 2017-4 · 1 yr 4 mos

Cincinnati, OH

Understanding Business requirements, analysis and study of Customers requirements. Developed a Tool to export & Import CRM data such as Email Attachments, Notes Attachments and other entity records from Online CRM. Developed a tool to export data from Database to excel files for large entity records (Huge Data). This tool will also work to export & Import Attachments from Database into different files. Developing Console Application to read the Data from DB / Excel and Update / Create records in Online CRM. Worked on script changes to support CRM 2013 version. Worked on Customization changes for CRM 2016 migration. Customization of application using JavaScript and Visual Studio. Developed plug-ins and workflows using .NET C#, CRM SDK, plugin registration tool, profiler. Migrating from MS CRM 2013 to MS CRM 2016. Customized CRM Entities, create multiple forms and add Web resources, navigation links to achieve the business requirements. Used different web services like CRM Service for Microsoft CRM SDK. Developed Custom Buttons on the Forms using Ribbon Workbench tool. Worked on a multi-tenant CRM 2013 to CRM 2016 upgrade as well as new enhancement mainly on Marketing and Sales modules for this organization. Project included creating and converting plug-ins, custom SSRS reports, Windows Integration Services, JavaScript, Security Roles, Forms, Views. Involved in implementing complex functionality using plugins. Develop interfaces and bridges using WCF SOAP Services between CRM 2016 and existing enterprise applications for accurate and secure data flow within the enterprise. Upgraded the JavaScript code written on Account, Opportunity, Products, Order form to use the Latest Xrm.Page DOM of Microsoft CRM 2013. Upgrading the plugins and custom workflow libraries code to use the Microsoft CRM SDK libraries, Messages etc.

S-Apps Technologies

MS Dynamics CRM Developer

S-Apps Technologies

2013-8 - 2015-3 · 1 yr 8 mos

Hyderabad, Telangana, India

Understanding Business requirements, analysis and study of Customers requirements Developing a Tool to export & Import MS Dynamics CRM data such as Email Attachments, Notes Attachments and other entity records from Online Microsoft Dynamics CRM. Developing Console Application to read the Data from DB (SQL server 2008) / Excel and Update / Create records in Microsoft Dynamics CRM Online. Worked on script changes to support Microsoft Dynamics CRM 2013 version. Worked on Customization changes for Microsoft Dynamics CRM 2013 migration. Customization of application using JavaScript and Visual Studio. Developing plug-ins and workflows in Visual Studio using .NET, C#, CRM SDK, plugin registration tool, profiler, etc. Migrating from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013. Using LINQ, especially to retrieve data from Microsoft Dynamics CRM Customizing Microsoft Dynamics CRM Entities, create multiple forms and add Web resources, navigation links to achieve the business requirements. Using different web services like CRM Service for Microsoft Dynamics CRM SDK Developing Custom Buttons on the Forms using Ribbon Workbench tool. Working on a multi-tenant Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 upgrade as well as new enhancement mainly on Marketing and Sales modules for this organization. Project included creating and converting plug-ins, custom SSRS reports, Windows Integration Services, JavaScript, Security Roles, Forms, Views, etc. Involved in implementing complex functionality using plugins in Visual Studio. Upgraded the JavaScript code written on Account, Opportunity, Products, Order form to use the Latest Xrm.Page DOM of Microsoft Dynamics CRM 2013. Upgrading the plugins and custom workflow libraries code to use the Microsoft Dynamics CRM SDK libraries, Messages etc.

Education

Trine University

Trine University

LinkedIn

Engineering/Industrial Management

2015 - 2016 · 1 yr
JNTUH College of Engineering Hyderabad

JNTUH College of Engineering Hyderabad

LinkedIn

Electrical, Electronics and Communications Engineering

2009 - 2013 · 4 yrs

Naga Appasani's Contact Information

Email

******@***.com

Phone

(**) *** ****

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