Case study
CRM Transformation
Turning fragmented ERP information into consolidated commercial visibility through Dynamics 365.
- Status
- Final review / not yet production
- My role
- Solution design, technical leadership, and delivery (scope described below)
- Focus areas
- Commercial visibility
- Data preparation
- Stakeholder coordination
At a glance
Designed SQL preparation and scheduled jobs supporting the ERP-to-Dynamics 365 data pipeline; coordinated requirements and stakeholder review.
The challenge
Commercial staff lacked a dedicated CRM and relied on fragmented ERP views and multiple screens to understand customers and sales activity.
My role & decisions
Corporate headquarters selected Microsoft Dynamics 365. I gathered requirements, coordinated with commercial stakeholders, executives, and technical contributors, shaped dashboard and information presentation, and personally built SQL queries and scheduled jobs to collate, prepare, and validate ERP data.
The solution
The work brings together customer profiles, opportunity-oriented views, and commercial information in Dynamics 365. Data readiness and scheduled jobs were reviewed, with refinements requested to metrics, labels, fields, and views. The underlying synchronization mechanism was designed by other contributors.
Verified progress & results
Stakeholder reviews and data preparation have progressed, but a production launch and measured adoption outcomes have not been established.
What's next
Complete refinements, final validation, deployment, and post-launch measurement.
What this work demonstrates
This project illustrates my approach to identifying operational needs, making pragmatic architectural and delivery decisions, and connecting software capabilities to business workflows.