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WORK IN PRACTICE

Recognisable challenges.
Concrete delivery.

An anonymised selection of my work in Sales, service, automation, integration and focused Power Platform solutions.

Anonymised

These examples are based on real engagements. Client names, logos and identifying details have been removed.

Anonymised client work

DYNAMICS 365 SALES · PROCESS DESIGN

Redesigning Sales and CRM processes

From lead and opportunity to quotation, documents and the handover to Operations.

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Anonymised client work

FIELD SERVICE · CUSTOMER SERVICE

Improving Field Service and Customer Service

Connecting customer contact, SLAs, planning, execution and feedback in one service chain.

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Anonymised client work

POWER PLATFORM · AI · INTEGRATIONS

Automation and integration with Power Platform

Connecting documents, email and external systems while automating repeatable work.

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Anonymised client work

POWER APPS · POWER PAGES · DATAVERSE

Purpose-built apps and portals

Focused applications for processes where standard Dynamics 365 is not the best fit.

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DYNAMICS 365 SALES · PROCESS DESIGN

Bringing Sales and CRM together.

Client work
THE CHALLENGE

How do you bring sales information together and move an opportunity through the organisation without disconnected lists and folders?

WHAT I DELIVERED
  • Redesigned lead, opportunity and quotation processes
  • Implemented financial and technical approvals and margin calculations
  • Defined a visual pipeline, document structure, handovers and application integrations
My contribution

Process analysis, solution architecture, prototyping, team guidance and hands-on delivery.

Facing a similar challenge?

FIELD SERVICE · CUSTOMER SERVICE

Service processes that work together.

Client work
THE CHALLENGE

How should a service request move from first contact and SLA through planning, execution and feedback?

WHAT I DELIVERED
  • Improved Customer Service case processes, SLAs and Omnichannel
  • Aligned Field Service processes, planning and work execution with operations
  • Designed ERP and finance integrations and structured approval processes
My contribution

Process design, solution architecture, functional configuration, JavaScript, flows and technical coordination with delivery teams.

Facing a similar challenge?

POWER PLATFORM · AI · INTEGRATIONS

Keeping information moving.

Client work
THE CHALLENGE

Which actions and information flows can be automated safely, so people can focus on exceptions and customers?

WHAT I DELIVERED
  • Used AI Builder to read PDF attachments and create Dynamics 365 cases
  • Automated SharePoint folders, document flows and the archiving of email attachments
  • Connected Power Automate, APIs, external ticketing systems and desktop automation
My contribution

Architecture, integration design, Power Automate and delivery of the complete process.

Facing a similar challenge?

POWER APPS · POWER PAGES · DATAVERSE

A focused app instead of another workaround.

Client work
THE CHALLENGE

When is standard Dynamics 365 not enough, and would a focused app or self-service portal provide a better answer?

WHAT I DELIVERED
  • Designed model-driven apps for estimating, inventory, sales, purchasing and contracts
  • Connected Power Pages self-service portals directly to Dynamics 365
  • Led workshops, data modelling, roles, prototyping, implementation and adoption
My contribution

Solution architecture, lead consultancy, Power Apps development and guidance from idea to adoption.

Facing a similar challenge?

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