
Omkar Jaganade
CRM Functional Consultant
3 recommendations
Salary / Daily rate
3 people recommend
London, UK
Freelance, open to permanent contract
Can come onsite
Skills
Languages
About me
Intro
Dynamics 365 CE and Power Platform Consultant with hands-on experience delivering scalable CRM and Microsoft business solutions. Skilled in translating business requirements into efficient, user-focused systems through configuration, customization, and end-to-end solution delivery. Passionate about driving digital transformation, improving processes, and enabling adoption. Known for a collaborative consulting approach, continuous learning mindset, and commitment to delivering measurable business value. Reach me out at: [email protected]
Work experience
CRM Functional Consultant
University of East London
Mar 2025 - Present
1 year 8 months
London, UK
• Designed and implemented an end-to-end automated data migration framework using Kingsway Soft, reducing turnaround time from 2 months to 4 hours and significantly improving data accuracy and operational efficiency. • Configuring Microsoft Dynamics 365 CRM and Power Platform components (entities, fields, forms, views, business rules, workflows, and Power Automate flows) to support new business requirements and enhance user operations. • Acting as a functional liaison between the IT team, CoE team, and CRM officers, ensuring clear requirement gathering, solution design, and accurate translation of business needs into CRM functionality. • Reviewing and validating developments delivered by the CoE team, performing functional testing, identifying gaps, and ensuring all customizations align with business rules and quality standards before deployment. • Providing real-time functional support for CRM Marketing and student lifecycle processes, troubleshooting system issues quickly to avoid disruptions in ongoing campaigns and operational activities. • Managing stakeholder communication across the full ticket lifecycle, delivering timely updates, clarifying requirements, and ensuring consistent engagement and transparency on all CRM incidents and enhancements. • Supporting management expectations through proactive reporting, prioritizing ticket resolution, and ensuring all CRM enhancements are thoroughly checked, documented, and aligned with organizational standards.
D365 CRM Functional Consultant
The VPS Group
Jun 2023 - Mar 2025
1 year 10 months
Hoyland, Barnsley S74, UK
• Collaborated with Product Owners across France, Netherlands, UK, and Ireland to gather and validate business requirements, achieving 90% adoption rate among sales teams. • Led workflow automation and process optimization by developing custom business rules, forms, and views, enhancing usability and system efficiency. • Implemented Power Platform pipelines, streamlining deployments and reducing downtime for multi-tenant solutions. • Designed cloud flows and JavaScript-based automation using Ribbon Workbench, improving CRM functionality and user interactions. • Resolved misalignments between development, UAT, and production environments, ensuring system stability and deployment consistency. • Conducted a D365 security audit, implemented role-based access control (RBAC), and streamlined user roles, improving security and compliance. • Improved data integrity by 70% through validation rules and bulk deletion jobs to reduce inconsistencies. • Managed tenant capacity by setting up Attachment Extractor tool and implementing proactive monitoring for system performance. • Acted as 2nd-line support, diagnosing issues and delivering business solutions to enhance CRM operations. • Facilitated Scrum events and maintained an Agile workflow, driving continuous CRM improvements. • Conducted CRM training sessions for internal teams, reducing reliance on external support and empowering in-house expertise. • Managed smaller projects, such as adding new Business Units (BU) to the tenant, ensuring smooth integration with existing systems. • Worked closely with Business Analysts (BAs) to define and validate requirements, ensuring tailored solutions aligned with business goals. • Key Skills: - Microsoft Dynamics 365 Sales Hub, Customer Service - Power Platform: Power Automate, Power Apps - Agile Methodology - Role-Based Access Control (RBAC) - CRM Workflow Automation - Security Audits & Compliance
Barhead Solutions
Aug 2021 - May 2023
1 year 10 months
Melbourne VIC, Australia
Junior Functional Consultant
Nov 2022 - May 2023
7 months
Melbourne VIC, Australia
• Managed client/customer expectations while meeting deadlines to transform high-value requirements into scalable, flexible, and best-practice solutions. • Worked with customers to gather and document business needs and processes, facilitating workshops and stakeholder engagement. • Prepared technical and functional documents based on the business use cases and understanding requirements. • Proven ability to map customer business processes to D365 capabilities and identify functional gaps, recommending effective workarounds. • Configured and customized Dynamics 365 Sales app to meet client requirements and improve their business processes. Developed user stories, test plans, and scripts for the clients. • Skilled in leveraging D365 and the Power Platform to streamline workflows and achieve tangible business results. • Strong understanding of the Microsoft Power Platform, including Power Apps and Power Automate, for driving productivity enhancements. • Conducted end-to-end project cycles, involved, and led Rapid App Development projects within a single sprint. • Showcased build and collaborated with business stakeholders to ensure the successful delivery of solutions by providing support for data migration. • Assisted in conducting design review sessions and involved in training the end user with the built system.
Graduate Consultant
Aug 2021 - Dec 2022
1 year 5 months
Melbourne VIC, Australia
helped me get this job
Business Intelligence Developer
Xi Delta
Feb 2021 - Jul 2021
6 months
Melbourne VIC, Australia
helped me get this job
Business Analyst Intern
Vrinsoft Au
Feb 2020 - Jul 2020
6 months
Greater Melbourne Area
- Performed data wrangling, data cleaning and data exploration techniques on the given datasets using R libraries. - Developed a model to analyse the data from the spreadsheets. - Created dashboard to represent Scaffolding companies across Australia using Tableau and R libraries. - Assisted in documenting the requirements of the Scaffolding companies and provide end-to-end support throughout the project. - Writing SQL scripts to manipulate data for data loads and extracts
Junior Analyst
Hautebook
Jan 2017 - Jan 2018
1 year 1 month
Pimpri-Chinchwad, Maharashtra, India
• Gathered requirements from internal stakeholders for developing mobile applications and developed SRS documentation. • Assigned and managed tasks to the development team and assisted the testing team in developing and implementing test cases for all the platforms (Desktop, Android, iOS). • Designed wireframes, mock-ups, user stories, presentations and performed user acceptance testing (UAT). • Wrote SQL queries for storing procedures for mobile and web-based agile projects. • Strategized marketing campaigns with the marketing team which gained 20k downloads in the 1st month of the application launch across the platforms.
Education
Monash University
Master's in Business Information Systems, Information Technology
2019 - 2021
2 years 5 months
Relevant courses: Introduction to databases, Business Intelligence Modelling, Enterprise systems, System Analysis and Design, Introduction to Business Information systems, Project Management, User Interface, Data Exploration and Visualization
Marathwada Mitra Mandal's College of Engineering Pune 52
Bachelor’s Degree, Computer Engineering
2012 - 2016
4 years 1 month
Grade: First Class
Relevant courses: Data structures, Algorithms, Operating systems, Database management systems, Parallel computing, System Analysis and Design, Web technologies.
Maharashtra Education Society's Abasaheb Garware College of Arts and Science, Pune 04
Science
2010 - 2012
2 years 1 month
Maharashtra Institute of Technology
1998 - 2010
12 years 1 month
Licenses & certifications
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
Issued: Jul 2022
MB-230 Microsoft Dynamics 365 Customer Service
Issued: Oct 2021
Microsoft Certified: Power Platform Fundamentals
Issued: Sep 2021
Microsoft Certified: Power Platform Functional Consultant Associate
Issued: Sep 2021
Microsoft Certified: Power Platform Fundamentals
Issued: Sep 2021
Tableau Essential Training (2020.1)
Issued: Jun 2021
R Essential Training: Wrangling and Visualizing Data
Issued: Oct 2020
Big Data Hadoop Foundations
Issued: Oct 2015