Sai Shiva Pothu

About Sai Shiva Pothu

Microsoft Dynamics 365 CRM Developer at First Western Financial, Inc. Graduated from Wichita State University. Prior to this, I worked for EY and for Accenture, India on projects with client base in US. In this tenure, I got to explore both the Technical and Functional Development, adding to my cross domain exposure. I am also a Microsoft Certified Professional, specializing in the Microsoft Dynamics CRM platform, Dynamics F&O.Master\'s education has helped me diversify this knowledge and gain expertise in various other new technologies in Cross Platform Mobile App development, Devops, Back-end API development using Csharp and other domains.Certifications :• Microsoft Power Platform Solution Architect• Microsoft Power Platform + Dynamics 365 Core• Azure FundamentalsSkills:Functional Knowledge - • CRM( Sales, Field Service, Services Modules)• Data Migration ( SSIS, Azure Synapse, ETL Operations)Tools and Software -• MS Dynamics CRM, Dynamics F&O• Power Platform: Power Apps, Power Automate, Power Virtual Agents• DM ETL Tools: SSIS using Kingswaysoft, Azure Synapse, Azure Data Factory• SharePoint• Reporting: SSRS• PnP Powershell• Analysis: PowerBI• Mobile Development: Xamarin Forms• Other Tools: Advanced Excel, MS Visual Studio, XRM Toolbox, CRM Rest builder, Ribbon Workbench, MS SQL Server Management Studio, GIT, JIRA, Azure Devops.Programming : C#, ASP.NET, HTML, JavaScriptRDBMS: MySQL.Areas of Interest-• CRM/IT Technical Consulting• Mobile Development• Full Stack Development• Data Migration or Data Integration.• Power Platform Development• Back-End DevelopmentIf you are looking for someone who can harness growth opportunities in the above fields, do connect at:s••••••••@gmail.com

Experience

1. Microsoft Dynamics Crm Developer

   First Western Trust

   Feb 2024 — Present · Denver, CO, US

   First Western Trust is a financial institution leveraging Microsoft Dynamics 365 CRM and Dynamics 365 F&O to streamline its operations across multiple areas, including Sales, Customer Service, and Customer Insights - Journeys modules. It uses Power Platform applications to seamlessly connect with its internal core APIs, enabling real-time data synchronization across various systems. • First Western Trust maintains integrations with external platforms such as HubSpot and other vendor applications, ensuring a two-way data sync to facilitate smooth operations. Lending activities are handled as a distinct entity within the organization, utilizing Precision Lender to predict interest rates, thereby optimizing lending strategies and enhancing deposit management for the bank\'s benefit.• Collaborated closely with bankers from various locations and departments to understand their unique requirements, designing and developing tailored CRM solutions that improve efficiency and meet business objectives.• Built and managed SharePoint Sites and Lists to centralize organizational updates and track daily activities, ensuring efficient knowledge sharing and task management across the bank.• Utilized PnP PowerShell cmdlets to automate the creation of SharePoint portals and sites, including those for employee nominations, streamlining internal processes and improving collaboration.• Leveraged Microsoft Forms to collect requests from various departments within the organization, facilitating data reports, Dynamics 365 F&O enhancement requests for efficient tracking and processing.• Developed automated cloud flows to maintain real-time synchronization between Dynamics 365 CRM and HubSpot CRM, ensuring data consistency and smooth interaction between the two platforms.• Designed Realtor App for sending the OSI package to real estate agents based on their acceptance.

Education

• Wichita State University

  Master of Science - MS, Computer Science

• Lovely Professional University

  Bachelor of Technology - BTech, Ece

  2014 — 2018