Summary
Overview
Work History
Education
Skills
Websites
Industries Worked In
Certification
Personal Information
Awards
Timeline
Generic

Vishnu Paarkavi

Sr Dynamics 365 CE & Power Platform Developer

Summary

Experienced Dynamics CRM and Dynamics 365 Customer Engagement Consultant with over 10 years of expertise in Microsoft CRM 2015, CRM 2016, and Dynamics 365 CE. Proficient in designing and customizing CRM solutions using out-of-the-box configurations and custom code (plugins, JavaScript, custom workflows) to address complex business needs. Skilled in integrating Dynamics with external systems via REST APIs and Azure services, and adept at leveraging Microsoft Power Platform tools—Power Automate, Power Apps, and Power Pages—to extend functionality and streamline processes. Collaborated with cross-functional teams using agile methodologies to translate complex business requirements into robust, scalable, and maintainable CRM solutions.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
4
4
Certifications

Work History

Assistant Manager

KPMG Global Service
09.2024 - Current
  • Developed a Customer Service Portal using Power Pages with Azure AD for SSO and user management, enhancing security and ensuring seamless access.
  • Customized Web Templates with Liquid code and JavaScript for dynamic data retrieval and UI modifications, utilizing jQuery for client-side validation and styling.
  • Configured Power Automate flows for automated email communication using email templates and inbound actions to streamline notifications.
  • Set up an on-demand flow for request submissions from the model-driven app to the user’s email, improving communication efficiency.
  • Created a scheduled flow to manage data, eliminating unused data retrieved based on business conditions.
  • Developed a model-driven app for internal users to automate the application approval process, incorporating SLA configuration for deadline management and automating approval/rejection flows based on SLA failure times, using Dataverse connectors.
  • Implemented error handling flows, maintaining a master error log with a custom entity and triggering emails to the admin team based on log entries.
  • Streamlined deployment using a GitHub pipeline for automated deployment of the portal and model-driven app, enhancing continuous integration and deployment processes.
  • Managed file storage and retrieval via SharePoint integration, where files are automatically created based on customer requests through SharePoint connectors in the flow.
  • Successfully implemented Dual-write integration between Dynamics 365 Customer Engagement (CE) and Finance & Operations (F&O) for real-time data synchronization across both platforms.
  • Integrated Azure Blob Storage with Power Pages using SAS tokens and JavaScript to enable secure, anonymous file upload and download functionality without requiring user authentication.
  • Implemented a Power Automate approval flow that sends approval requests to a Microsoft 365 group using a combination of custom connectors and adaptive cards in Microsoft Teams. The flow leverages the “Start and wait for an approval” action with a Custom Responses - Wait for one response setting, ensuring that once any group member approves, the process continues. Adaptive Cards are dynamically generated and posted to the group channel for real-time interaction.
  • Created trigger-based flows in Power Automate using the Dynamics 365 Web API to automate processes. Configured flows to listen for changes in specific records and use API calls to trigger actions like creating or updating records, sending notifications, and integrating with external systems.

Consultant

KPMG Global Service
08.2021 - 07.2023
  • Implemented automated email notifications using Azure Logic Apps with Office 365 Outlook and Dataverse. Integrated payment processing via Azure Function App (HTTP trigger, Key Vault) with WebPI calls to Cybersource and Bluefin APIs, enabling seamless payment management in Dynamics 365 CE & FNO, including invoice generation, status updates, and real-time notifications.
  • Developed dynamic galleries in Canvas Apps using PowerFX commands like Filter, SortByColumns, and Search functions; built a responsive UI with Flexible Layout Containers, Relative Positioning, and Dynamic Sizing. Integrated the Canvas App into Dynamics 365 CE on MDA forms to enhance data accessibility and user experience.
  • Automated case creation in Dataverse using Power Automate Flow, triggered by Office 365 Outlook emails received in a shared mailbox or PowerApps button clicks in Canvas Apps; using dynamic JSON data mapping, conditional logic, Dataverse connectors.
  • Implemented case type evaluation using Expressions, assigned cases to the Teams through Dataverse actions, and configured Office 365 Outlook action to send automated email notifications to team members, for efficient case handling and updates.
  • Developed animated progress bars using Timers and dynamic Width properties, multi-step forms leveraging contextual variables and conditional visibility, and visual status indicators with Icons, Switch functions, and conditional formatting for real-time case tracking in Canvas Apps.
  • Implemented file uploads in Canvas Apps by using the Attachment Control. The uploaded files are stored in SharePoint through Power Automate Flow using SharePoint action and the corresponding document location is also enable for the Dataverse table.
  • Developed a Power Pages self-service portal for permit applications integrated with Dataverse, featuring automated fee calculation via Power Automate, approval workflows using the Approvals connector, dynamic status tracking with List Component, and document generation with html for design with OneDrive connector for permit issuance

Associate Consultant

KPMG Global Service
11.2019 - 07.2021
  • Implemented the Customer Service module in Dynamics 365 CE, including case management, queues, SLAs, and entitlement configurations to streamline support processes and enhance customer experience.
  • Automated case creation and assignment in Dynamics 365 CE using Power Automate Flows with Office 365 Outlook and Dataverse connectors, implementing dynamic routing logic and notifying the team via Teams and Outlook integrations, reducing manual effort and improving response time
  • Implemented automatic case escalation in Dynamics 365 CE using SLA rules, Power Automate Flows, and case routing workflows, ensuring timely intervention through Outlook notifications and Task creation, reducing SLA breaches and improving resolution times
  • Performed SLA data analysis in Dynamics 365 CE using Dataverse queries and Power Automate workflows, optimizing case routing rules, SLA configurations, and escalation automation to enhance service efficiency.
  • Collaborated with product owners and developers to review and understand product backlog items, and contributed to the estimation and prioritization of user stories for upcoming sprints.
  • Implemented client-side validation in Dynamics 365 CE forms using JavaScript and business rules, ensuring accurate data entry and enhanced user experience.
  • Implemented error handling in Power Automate Flows using ‘Configure Run After’, Scope actions, Terminate flow, Retry policies, and custom Condition/Switch logic, along with logging and notification mechanisms for effective tracking and resolution of flow failures.
  • Worked on the Field Service module in Dynamics 365 CE, including setup of work orders, resource scheduling, and integration with mobile app to enable efficient on-site service delivery and technician management.
  • Implemented JavaScript in Dynamics 365 CE to generate a barcode image for products, utilizing JsBarcode library to dynamically create the barcode. The barcode image was rendered directly on the form's timeline using an HTML web resource and displayed as a visible image on the record form. This image was later used for scanning via the Field Service mobile app for efficient on-site product identification and tracking.

Sr Software Engineer

Tech Mahindra
11.2018 - 10.2019
  • Engaged with business users and stakeholders to conduct requirement-gathering workshops, mapping business processes to Model-Driven Apps capabilities and documenting user stories in Azure DevOps (or equivalent tracking tools).
  • Designed and implemented tailored Dynamics 365 CE solutions by configuring custom tables (entities), option sets, lookup relationships, and hierarchical structures, ensuring seamless data flow and business logic execution.
  • Created interactive forms and views with conditional field visibility, business rules, and JavaScript-based customizations to improve user experience and enforce data integrity.
  • Handled change management effectively, ensuring modifications to requirements were analyzed, version-controlled, and documented with proper impact assessments on existing configurations.
  • Developed multi-stage Business Process Flows (BPFs) to guide users through structured sales processes, enforcing stage-gating and validation rules.
  • Implemented dynamic lead qualification and automated lead-to-opportunity conversion logic, using a combination of real-time workflows, Power Automate flows, and C# plugins to streamline sales operations.
  • Optimized sales pipeline tracking by designing custom charts, dashboards, and goal metrics, enabling real-time performance insights for sales teams and leadership.
  • Ensured seamless user adoption by providing training, user documentation, and ongoing support, facilitating smooth transitions during system update

Software Engineer

Tech Mahindra
10.2016 - 10.2018
  • Implemented IPlugin interface in Microsoft Dynamics 365 CE to streamline business workflows.
  • Implemented client-side validations using JavaScript and the Power Apps Client API (formContext, executionContext) to enforce business rules, form behaviors, and data consistency.
  • Designed and customized dashboards, charts, and reports using SSRS (SQL Server Reporting Services) and FetchXML, ensuring real-time insights and analytics.
  • Managed end-to-end Dynamics 365 CE deployment across Dev, UAT, and Production environments using Solution Management, ensuring proper metadata and data migration.
  • Provided UAT (User Acceptance Testing) support, executing functional, regression, and integration testing, ensuring system stability with zero escalations and no critical defects.
  • Configured security roles and privileges, including role-based access control (RBAC), field-level security, and business unit hierarchies, ensuring controlled data access.
  • Worked extensively with Business Rules and Workflows, automating field updates, notifications, and approvals within Model-Driven Apps.
  • Optimized CRM performance using FetchXML paging, QueryExpression, and asynchronous workflows, improving query efficiency and system responsiveness.
  • Enhanced user experience by implementing custom ribbon buttons, command bar modifications, and form scripting, making Model-Driven Apps more intuitive and efficient.

Associate Software Engineer

Tech Mahindra
11.2014 - 09.2016
  • Configured system components, including tables (entities), forms, fields, views, and business rules, to align with business processes and user needs.
  • Supported business process integration efforts, assisting in setting up data flows between CRM and other business applications, ensuring consistency and automation.
  • Participated in data migration activities, utilizing import templates, Data Import Wizard, and Data Transporter, while monitoring data integrity and resolving errors during migration.
  • Developed basic custom entities, forms, and field-level validations, implementing JavaScript for client-side logic and configuring security roles for controlled data access.
  • Created workflows and dialogs to automate tasks such as notifications and approvals, and assisted in developing basic plug-ins using C# (.NET) under supervision

Education

Bachelor of Engineering - Computer Science

Anna University
01.2010 - 01.2014

Skills

Dynamics D365 CE Modules

PowerApps

Power Automate

Power Pages

C# Net

Canvas App

Model Driven App

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Industries Worked In

  • Education
  • Insurance
  • Healthcare
  • Government
  • Retail

Certification

Microsoft Power Platform Developer Associate PL 400

Personal Information

Awards

  • Pat on Back, 2015
  • Encore Award, 2020
  • Best Team, 2023

Timeline

Assistant Manager

KPMG Global Service
09.2024 - Current

Microsoft Power Platform Developer Associate PL 400

05-2024

Microsoft Azure Fundamentals AZ 900

03-2023

Consultant

KPMG Global Service
08.2021 - 07.2023

Microsoft Power Platform Developer Associate PL 100

06-2021

Microsoft Dynamics 365 Fundamentals

09-2020

Associate Consultant

KPMG Global Service
11.2019 - 07.2021

Sr Software Engineer

Tech Mahindra
11.2018 - 10.2019

Software Engineer

Tech Mahindra
10.2016 - 10.2018

Associate Software Engineer

Tech Mahindra
11.2014 - 09.2016

Bachelor of Engineering - Computer Science

Anna University
01.2010 - 01.2014

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Vishnu PaarkaviSr Dynamics 365 CE & Power Platform Developer