SIVA KISHORE PRATAPA
Hyderabad
Summary
Over 8+ years of experience as a Functional Consultant and Business Analyst across Microsoft Dynamics 365 CE, F&O, and AX 2012 R3 platforms. Specialized in Field Service, Project Management Accounting, Timesheet workflows, and multi-legal entity integration. Strong functional knowledge in modules such as Procurement, Inventory, General Ledger, Sales & Marketing, and Organization Administration. Hands-on experience in Power Platform (Power Apps, Power Automate), BRD/FDD preparation, UAT coordination, and end-to-end SIT execution. Expertise in CRM configuration: Entities, Forms, Business Rules, Workflows, Site Maps, Security Roles, Duplicate Detection, and reporting. Proven ability to manage data integration between D365 CE & F&O, especially through CDM and custom mapping scenarios. Experienced in handling L2/L3 support, root cause analysis, testing, deployment, and hypercare across both implementation and production support projects. Strong client-facing, communication, and documentation skills; known for delivering value in cross-functional and agile teams.
Overview
9
9
years of professional experience
Work History
Lead Functional Consultant
Accenture|SavATree
03.2025 - Current
- Company Overview: SavATree is a leading provider of tree, shrub, and lawn care services across the United States, serving residential, commercial, and government clients. Known for its environmentally sensible practices, the company focuses on enhancing property value and health through expert arboricultural and horticultural services. As part of its digital transformation, SavATree is implementing Dynamics 365 CE & F&O to streamline customer engagement, service operations, and financial integration across regions.
- Currently working as a Business Analyst and Functional Tester for the Dynamics 365 CE & F&O integration project. My responsibilities include analyzing Business Requirements (BRs), conducting functional design discussions, and defining acceptance criteria to support development and testing phases.
- Collaborate with stakeholders to finalize functional designs based on business needs and ensure alignment with acceptance criteria.
- Prepare detailed test cases and perform manual testing and system integration testing (SIT) for end-to-end scenarios.
- Actively work on key entities such as Account, Contact, Lead, Opportunity, Product, including configuration and validation.
- Configure and test security roles, manage customer journeys, lead scoring, opportunity scoring, and Field Service processes.
- Support data integration between D365 CE and F&O, particularly in Product Information Management, Sales & Marketing modules for product, customer, vendor, and cost data synchronization.
- Coordinate with the Common Data Model (CDM) team to ensure proper data flow and consistency across integrated platforms.
- Prepared test plans, scenarios and scripts to ensure proper functionality of developed systems.
- Performed technical troubleshooting and provided resolution guidance when needed.
- Actively participated in meetings with customers to discuss requirements, design solutions and review progress.
- Supported post-implementation activities such as bug fixes, enhancements, upgrades.
- Maintained accurate records of all changes made during system development lifecycle.
- Collaborated with developers to ensure successful implementation of software solutions.
- Performed planning and testing for fit, configuration, compatibility and adherence to organizational and regulatory expectations.
Lead Functional Consultant – Dynamics AX
Xylem Inc.
03.2024 - 02.2025
- Company Overview: Xylem Inc. is a global water technology provider, using Microsoft Dynamics AX 2012 R3 as the core ERP platform to support multi-entity operations and project-based service delivery.
- As a Lead Functional Consultant, I am responsible for end-to-end delivery and support across core Dynamics AX modules (excluding Asset Management and Sales & Marketing). My role spans both project implementation and production support, with a strong focus on business process alignment and system efficiency.
- Leading configuration and solution delivery for core AX modules: Procurement & Sourcing, Accounts Payable/Receivable, General Ledger, Inventory Management, Organization Administration, and Project Management Accounting (PMA).
- Hands-on experience in Project Management Accounting, including project contracts, funding sources, project budgeting, cost tracking, invoicing, and WBS structures.
- Managing integration across multiple legal entities, especially for project timesheets, intercompany transactions, and consolidated reporting.
- Supporting Timesheet processes, including setup, approval workflows, intercompany timesheet validations, and linking timesheets with projects and resources.
- Exposure to HR configurations, such as worker records, position hierarchies, and employee-project assignments integrated with finance and timesheet modules.
- Driving functional change through functional design documentation (FDD), UAT support, and deployment coordination for enhancements and CRs.
- Handling L2/L3 support, resolving functional issues, conducting root cause analysis, and ensuring seamless collaboration with technical teams.
- Delivering end-user training, preparing knowledge transfer materials, and supporting adoption through walkthroughs and hypercare activities.
- Xylem Inc. is a global water technology provider, using Microsoft Dynamics AX 2012 R3 as the core ERP platform to support multi-entity operations and project-based service delivery.
Support & Functional Analyst
Infosys
09.2020 - 03.2024
- Company Overview: Microsoft – D365 Online, Power Platform, SharePoint
- Led a team of professionals in delivering end-to-end support for Microsoft products, including MS Dynamics 365, Office 365, Flow, PowerApps, and Power Platform admin centers.
- Troubleshot and resolved customer and product issues, ensuring a high-quality customer support experience.
- Provided guidance to customers on new products and offered advisory services tailored to their business requirements.
- Prioritized and delivered expedited solutions based on customer priority, consistently achieving high levels of customer satisfaction.
- Set accurate expectations for customers and furnished them with relevant information.
- Microsoft – D365 Online, Power Platform, SharePoint
Support & Functional Analyst
O2F Solutions
06.2020 - 09.2020
- Company Overview: Egress – D365 Online, Power Platform
- Provided support and functional assistance for Microsoft Dynamics CRM 2016 and Dynamics 365 environments, ensuring smooth operation and user satisfaction.
- Configured, customized, and deployed applications within Dynamics 365, enhancing data management and collaboration by creating saved views and Access Teams.
- Developed and implemented Fetch XML-based executables for specific data retrieval and processing to meet client requirements.
- Successfully implemented Solutions and extended the CRM system's functionality by installing them, adapting the system to evolving business needs.
- Customized the SiteMap to optimize user navigation and access to CRM features, conducting thorough testing and defect resolution to ensure system stability.
- Conducted training sessions for users, enabling them to effectively utilize the CRM system and maximize its benefits.
- Designed and created Dashboards and charts for data visualization and analysis, and defined new security roles to control user access and permissions within the CRM system.
- Promptly resolved user issues, offering solutions and guidance as needed, and configured workflows to automate business processes within the CRM system.
- Configured mailboxes and established automatic rules for efficient record creation, streamlining communication processes.
- Collaborated with the team on implementing and configuring the marketing module within Dynamics 365, aligning it with the client's specific business requirements.
- Actively gathered requirements from stakeholders to ensure that CRM functionality remained aligned with evolving business needs.
- Egress – D365 Online, Power Platform
Support & Functional Analyst
AMG Innovation
06.2016 - 01.2020
- Company Overview: Rainbow – D365 & MSCRM 2016
- Handled marketing configuration, dashboard/report setup, workflow automation, and user training.
- Provided support and functional assistance for Microsoft Dynamics CRM 2016 and Dynamics 365 environments, ensuring smooth operation and user satisfaction.
- Configured, customized, and deployed applications within Dynamics 365, enhancing data management and collaboration by creating saved views and Access Teams.
- Developed and implemented Fetch XML-based executables for specific data retrieval and processing to meet client requirements.
- Successfully implemented Solutions and extended the CRM system's functionality by installing them, adapting the system to evolving business needs.
- Customized the SiteMap to optimize user navigation and access to CRM features, conducting thorough testing and defect resolution to ensure system stability.
- Conducted training sessions for users, enabling them to effectively utilize the CRM system and maximize its benefits.
- Designed and created Dashboards and charts for data visualization and analysis, and defined new security roles to control user access and permissions within the CRM system.
- Promptly resolved user issues, offering solutions and guidance as needed, and configured workflows to automate business processes within the CRM system.
- Configured mailboxes and established automatic rules for efficient record creation, streamlining communication processes.
- Collaborated with the team on implementing and configuring the marketing module within Dynamics 365, aligning it with the client's specific business requirements.
- Actively gathered requirements from stakeholders to ensure that CRM functionality remained aligned with evolving business needs.
- Rainbow – D365 & MSCRM 2016
Education
MBA -
KGRL College of Management
Andhra Pradesh01.2005
Skills
- Microsoft Dynamics 365 CE and F&O
- Dynamics AX 2012 R3
- Project management accounting
- Intercompany configuration
- Field service management
- Power Platform applications
- Security role configuration
- Customer journey mapping
- Requirements gathering and documentation
- UAT and SIT coordination
- Functional design expertise
- L2/L3 support and analysis
- Client communication strategies
- Stakeholder collaboration techniques
- Functional testing and hypercare support
- Post-go-live assistance
- CDM-based data integration
- Business analysis skills
- Technical troubleshooting expertise
- End-user training programs
- Testing methodologies
- Interpersonal skills development
- Organizational skills enhancement
Languages
- Telugu, Native
- English, Professional Fluency
- Tamil, Basic
Timeline
Lead Functional Consultant
Accenture|SavATree
03.2025 - Current
Lead Functional Consultant – Dynamics AX
Xylem Inc.
03.2024 - 02.2025
Support & Functional Analyst
Infosys
09.2020 - 03.2024
Support & Functional Analyst
O2F Solutions
06.2020 - 09.2020
Support & Functional Analyst
AMG Innovation
06.2016 - 01.2020
MBA -
KGRL College of Management