سيد Amaan

Project 1, CACTUS GLOBAL, India
• User Management - Managed users, business units, and teams based on user regions.
• Implemented automatic lead assignment based on the sales users region.
• Designed and implemented Microsoft Teams Adaptive Cards for internal users, triggered when an opportunity is
marked as Won notifying both sales users and their managers with teams Adaptive Card.
• Created and assigned tasks with due dates, with task management driven by the opportunitys probability percentage.
• Configured SharePoint Document Management integration with Dynamics 365.
• Reminder Flows Implementation - Developed automated reminder flows to notify owners and managers of inactive
leads and opportunities.

Project 2, CLMS Mahindra and Mahindra Finance, India
• WhatsApp4Dynamics - Integrated WhatsApp with Dynamics 365 via Twilio API.
• Text SMS Integration - Click4SMS - Enabled sending text messages using Power Automate via ClickSend API.
• Working in Mahindra Finance as a client side through Smartstatz, the module I got over here is CRM D365 Sales /
Service / Custom modules.

Project 3, AFFINITY MANAGEMENT SERVICES,
• Customer Voice Survey - Implemented a case resolution survey to collect customer feedback on resolved cases.
• Board Member Survey Flow - Created a survey automation that sends board member surveys