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$60 USD / hour
Flag of UNITED STATES
miami, fl, united states
$60 USD / hour
It's currently 5:23 AM here
Joined October 26, 2016
0 Recommendations

Claudio J.

@claudiojaramillo

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$60 USD / hour
Flag of UNITED STATES
miami, fl, united states
$60 USD / hour
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Dynamics CRM - Dynamics 365 Solutions Architect

Dynamics 365 | D365 Business Central | D365 Sales | Power Apps | SharePoint | Power BI | Power Automate | Power Pages | Azure AD | D365 Development | Office 365 Welcome! I specialize in crafting top-tier solutions for Dynamics 365, Power Platform, SharePoint, and Azure AD. My expertise extends to a comprehensive suite of interconnected technologies. With a proven track record of accomplishments and innovations, I guarantee the delivery of each project to not only meet but also exceed your expectations. Why choose me? ? 25 years of experience. ? 100+ Successful Dynamics 365 Projects. Certifications & Achievements: ? Master of Business Administration MBA - Electronics Engineer. ? Solutions Partner for Business Applications (Microsoft Gold Partner.) ? Certified expert on Dynamics 365 CRM & ERP Solutions Architecture & Design. ? Power Platform, Azure & SharePoint expert certifications. ? MB-210, MB-800, MB-300, AZ-104, MB-910. Expertise: My expertise spans across various technologies and domains, enabling me to deliver customized solutions that perfectly align with your business goals. Expert in the following modules: • Expert in MS Dynamics CRM 3.5/4.0/11/13/15/16 & Dynamics 365 • Dynamics CRM/ERP 365 Solutions Architecture & Design • Dynamics CRM/ERP 365 Customizations & Deployments • Dynamics CRM/ERP 365 Custom Develop, Integrations & Data Migrations • Dynamics 365 Sales, Customer Service, Portals, Field Service, Copilot, Project Service & Financials • Business Analysis, Consulting & Project Management • Expert in Information Technology • MS SQL Server, .NET Framework, C#, JavaScript, custom actions, custom activities, liquid, AL, X++. Client Portfolio: My extensive experience ranges from collaborating with small startups to partnering with industry giants like Intcomex, For The Records, and more. I've also worked on impactful projects Across the Americas, Europe, and Asia. Let's collaborate to turn your technology challenges into opportunities for growth. Contact me today to discuss your project needs and let's build your path to success together.
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11883725
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
11782804
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
11782801
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
11469886
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
11469883
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
11467635
This tool allows sales manager to supervise their salespersons time spent on each stage of the sales business process flow, so they can get a better understanding and insight about how to improve their internal sales processes.
Opportunity Stages Time Tracking(Business Process Flow time)
This tool allows sales manager to supervise their salespersons time spent on each stage of the sales business process flow, so they can get a better understanding and insight about how to improve their internal sales processes.
Opportunity Stages Time Tracking(Business Process Flow time)
11883725
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
Project description. Are you ready to revolutionize the way your team collaborates, communicates, and accesses vital information? Look no further than our tailored SharePoint intranet solutions! With our expertly crafted SharePoint intranet, you'll unlock the full potential of your organization's productivity. Seamlessly integrate documents, calendars, tasks, and announcements all in one centralized hub. Don't let outdated systems hold your organization back. Embrace the future of workplace collaboration with our SharePoint intranet solutions
Transform Your Workplace with SharePoint Intranet Solutions
11782804
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
PartnerHelper will deploy and configure Dynamics 365 Sales (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Sales following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables • Configure Security Roles and Access • Migration • Integration • Quality Assurance • Training • UAT • Go-Live
Dynamics 365 Sales Implementation and configuration
11782801
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
PartnerHelper will deploy and configure Dynamics 365 Business Central (Out of the Box) to meet customer needs. We will deliver fully functional Dynamics 365 Business Central following best practices at instance, entity, view, and record levels. Clarification meetings with the client on the different stages and requirements of the project that allow the general review of the system, the next steps of the project, and the implementation of the best practices suggested by Microsoft. Requirements: • Discovery • Configuration • Configuration and Review of Master Tables: • Configure Security Roles and Access. • Migration • Integration • Quality Assurance • Training • UAT • Go-Live • Support
Dynamics 365 Business Central Implementation & configuration
11469886
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
In the first two images you can see the DoctorHelper portal made with Power Pages for its patients. The patients of the clinic who have been previously invited can access it. In this portal the patient can view all their medical information and if necessary can export it in CCDA format to be sent to other EHRs. You can also attach lab tests or procedures so that your primary care physician can interpret them and make a diagnosis if necessary. On the other hand you can create appointments directly in the portal which will be reflected directly in the system and will be processed by an operative or physician as shown in the image. In the last two images you can see the portal of a fertility clinic that allows patients interested to learn about its services and register their information in case they wish to be contacted. Additionally, it has all the functionality for donor bank and IVF process from start to finish.
Portals (Power Pages)
11469883
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
DoctorHelper is our EHR taking the Dynamics 365 architecture. In DoctorHelper we can register personal and demographic information of the patient, as shown on the first image. We can also place their image, information of their favorite pharmacy, medical incapacities, health alerts, PQRs, medical insurance, etc. After being seen in an appointment or even in a previous stage of it, we can register your medical information such as: diseases, allergies, vaccinations, medications, procedures, lab tests, etc. as shown on the second image. All this information is centralized in the patient so it can be consulted at any time by any physician. On the other hand we can make all the process of an appointment from its creation, scheduling and execution. All the appointments can be visualized in the scheduling board as shown on third image. DoctorHelper is integrated with US pharmacies so that a doctor can make his prescription and send it directly to the pharmacy to be claimed by the patient.
DoctorHelper
11467635
This tool allows sales manager to supervise their salespersons time spent on each stage of the sales business process flow, so they can get a better understanding and insight about how to improve their internal sales processes.
Opportunity Stages Time Tracking(Business Process Flow time)
This tool allows sales manager to supervise their salespersons time spent on each stage of the sales business process flow, so they can get a better understanding and insight about how to improve their internal sales processes.
Opportunity Stages Time Tracking(Business Process Flow time)

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Experience

MS CRM Solutions Architect

OMATIC SOFTWARE LLC
Feb 2015 - Jul 2016 (1 year, 5 months)
Responsibilities: o Lead the full project life cycle of Project 100 cloud solution platform based on Microsoft Dynamics CRM 2016 Online and Office 365. The River Fund’s CRM Project Achievements: o Successful Office 365 companywide migration from Google platform o Successful CRM implementation and integration with Office 365, MailChimp, CRM Portal 2016 o Office 365: Setup and go live without business processes interruptions.

MS Dynamics CRM Tech and Marketing Director

TUTUTORIA.COM
Oct 2012 - Aug 2014 (1 year, 10 months)
Responsibilities: o Lead the full project lifecycle of eDucaXRM cloud solution platform for K12 educational institutions based on Microsoft Dynamics CRM 2013 Online. Achievements: o Successful launched solution to market: eDucaXRM educational platform o Product launch: Virtual Tutoring o Cloud deployment of sales, administrative and financial processes in Dynamics CRM 2013 online.

MS Dynamics CRM Business Development Director

CONEXION GP
Jan 2008 - Sep 2012 (4 years, 8 months)
Responsibilities: o Lead the company´s CRM project managers o Design, planning and scope of Dynamics CRM solutions. o Hands on in system configurations and customizations Achievements: o More than 30 projects in Microsoft Dynamics CRM (3.5, 4.0, 2011, Online) successfully leaded and deployed. o Successful participation in more 20 Dynamics CRM projects as a functional consultant. o Design, implementation and management of projects in Sales Productivity

Education

Master of Business Administration (MBA)

Universidad de Alcalá, Spain 1994 - 1995
(1 year)

Bachelor of Science Electronic Engineering

Pontificia Universidad Javeriana, Colombia 1986 - 1991
(5 years)

Qualifications

Microsoft® Certified Technology Specialist: Microsoft Dynamics® CRM 4.0 Installation and Deployment

Microsoft
2009
C017-9257

Microsoft Specialist: Microsoft Dynamics CRM Application

Microsoft
2015
F277-8368

Microsoft Specialist: Microsoft Dynamics CRM 2016 Online Deployment

Microsoft
2016
F763-5770

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