Professional Documents
Culture Documents
Career Objective
Around 6.7 years of experience in Functional Analysis, Design, Design Testing, Implementation and
Post Implementation Support using Microsoft Dynamics 365 CRM. Extensive experience in CRM
modules which include Sales, Field Service, Customer Service and Customer Voice.
Professional Summary:
Over 7.5 years of overall experience in entire Software Development Life Cycle and Functional
Consultant & Integration between CRM and ERP.
3+ years of extensive project implementation experience in installation, configuration,
customization and extension of Microsoft Dynamics CRM as well as doing the deployment,
trouble shooting and production support for the applications developed.
Knowledge of Power Apps, Power Automate and Power Virtual Agent.
Experience in developing of custom dialog-based workflows, plug-ins and solutions into CRM
Facilitate workshops to develop business requirements; create demonstrations to provide
proof of concept; plan and assist the team in drafting statements of work to include
estimation of effort/cost.
Build positive client relationships by developing an understanding of the client’s business
processes.
Perform requirements gathering, Business Process Analysis.
Understand customer requirements and advise project team on highly specialized, complex
solutions architecture and implementation.
Excellent exposure in Software Testing and Bug tracking.
Handling Integration projects implementation and deliver to client server.
Close coordination with the SFDC Development and environment team to troubleshoot the
issues and fulfill the data requirement.
Performed Functional testing, Regression testing, System testing, Integration testing, User
Acceptance testing-UAT.
WORK EXPERIENCE:
Working as CRM Functional Consultant in Sonata Software as a Freelancer from 6 th Oct 2021 to
present.
Worked as Executive IT in Gunnebo from 17th May 2021 to 4th Oct 2021.
Worked as Sr. QA for Greytrix India Private Ltd. from 26 th May 2015 to 14th May 2021.
Worked as Sales Officer for Tata Tanishq, Thane from April 2014 to Sep 2014
Worked as Junior QA and IT Support for Pepco Health and Beauty Care Pvt. Ltd, Thane from
15th Sep 2012 to 18th Mar 2014.
Educational Qualification:
Project Summary:
Description: Working and handled D365 CRM Functional Tester and Support of Sales module
Responsibilities:
1. Customer Order
2. Sales
3. Field Service
4. Finance and Operations – Account Receivable, Account Payable, Service Management,
System Administration, Inventory Management, etc.
Responsibilities:
Description: Greytrix offers GUMU™ integration designed to deliver seamless, real time bi-
directional integration between Sage CRM and Sage ERP. GUMU™ integration solution empowers
the small and medium enterprise to leverage information within the organization to make smarter
business decisions while making data available across desktop, web and mobile devices. Whether it
is allowing Sage CRM users to access mission-critical Sage 100 accounting data or enabling Sage
100
users to access customer information from Sage CRM, GUMU™ plays a pivotal role in unlocking the
potential of enterprise data.
Responsibilities:
Project: GUMU™ Dynamics 365 CRM – Sage ERP from May 2018 14 th May 2021.
Description: Greytrix MS Dynamics CRM and Sage ERP integration ensures real-time and bi-
directional access to key customer information. It synchronizes Sales Quotes, Orders and Invoices
from Sage (to Standard tables/ Objects in MS CRM) that can be viewed on user-friendly UI of
Microsoft Dynamics 365 layout. It can be also synced back to Sage ERP system.
Responsibilities:
Responsible for overseeing the company's requirements, development, testing and
deployment of Microsoft CRM projects.
Customized Sale module and entities of leads, account, contact and opportunities according
to the business process.
Import and export data within MS Excel and MS Dynamics CRM.
Designed plug-ins and create workflows.
Responsible for solution management in enterprise environment.
Customizing and configuring CRM system at a user level.
Performed Functional, Negative, Positive, Integration, Regression, End to End and User
Acceptance Testing.
Extensively involved in writing and designing templates for the Test Plans and Test cases.
Identified the Test Cases and documented them.
Designed and Analyzed Test case design document basing on the Functional Requirement
Specifications to implement through testing process.
Performing daily defect triage meeting and priorities the defects with Project team.
Maintained Documents for Audits of Projects: Design, Requirements, Tracking, Timesheets,
Tasks,
Test Reports, Defects Reports, and Implementation (Peer Review sheets, Code Checklist)
Important Mails from Clients, Delivery, and Project Closure etc.
Responsibilities:
Performed Functional, Regression, End to End and User Acceptance Testing.
Identified the Test Cases and documented them.
Designed and Analyzed Test case design document basing on the Functional Requirement
Specifications to implement through testing process.
Responsibilities:
Customer Sales
Customer Feedback
Daily and Weekly basis Customer Sales Report
Customer data in ERP system
POSITIVE TRAITS
PERSONAL DETAILS:
Nationality: Indian
Date of Birth: 08/07/1991
Current Address: A/103 Sukur Sapphire near to Kavita Society, Sai Nagar Road, Bhawani Nagar,
Kasarvadavali, Thane (W) – 400615
Email: mkshmistry1234@gmail.com
Contact Number: +91 7021940634
I declare that the information given above is true to the best of my knowledge.
-Mukesh Mistry