Vishal Singh

Conducted client requirements analysis to define feasible CRM features and supported backlog grooming with stakeholders. Planned sprints, designed a security model matrix, and deployed CI/CD pipelines for streamlined delivery and updates.

Provided CRM consulting for Dynamics 365 sales and integrations, including monitoring dual-write synchronization and troubleshooting sync errors. Configured sales/quotation features, supported after-hours deployments, and enabled stakeholder transition during stabilization.

Served as a CRM consultant for banking and support modules, including CRM to core-banking integrations and domain-focused testing. Coordinated SIT/UAT testing, handled API integrations for sales/service workflows, and supported end-to-end module delivery from SIT to production.

Performed requirement analysis and technical solution design for Microsoft Dynamics 365 CRM. Assisted development with customizations and data integration/migration, and developed/enhanced application prototypes.

Developed and refactored SharePoint web parts/user controls and supported module work and application fixes. Participated in requirements gathering and planned SharePoint application migration from 2013 to 2016, using TFS for bug tracking.

Supported banking-domain CRM capabilities for customer onboarding and service workflows, including Customer 360 view and account opening process from CRM to Finacle. Collaborated on custom solutions in Microsoft Dynamics 365, executed SIT/UAT testing, and integrated multiple channels via APIs while preparing documentation for knowledge transfer.

Delivered end-to-end Dynamics 365 configuration for sales, marketing, and customer experience, including go-live support and user enablement. Built customer insights journeys and integrated customer data to support personalized marketing experiences, while resolving defects and configuring role-based access.

Implemented a unified CRM system integrated with Finance & Operations and other tools to centralize and standardize stakeholder interactions and sales workflows. Monitored dual-write integrations, validated mapping setups, configured sales features, and supported data integrity and stabilization during go-lives.

Built custom workflows and business rules in Dynamics CRM and supported transition/transformation activities for CARE applications. Monitored Dataverse/database backups, supported change management and root-cause analysis documentation, and collaborated with client teams to design and develop solutions in Microsoft Dynamics 365.

Supported a proactive community engagement enablement project covering planning, delivery, and KPI-based measurement across capital projects. Participated in discovery workshops to identify client pain points and gather requirements.

Configured Microsoft Dynamics 365 CRM Sales integrated with Property365 for property lifecycle handling from lead generation through lease agreements. Implemented DOA approval workflows, automated document generation, managed security roles, and supported UAT, training, and go-live stabilization.