Fixing what holds you back.
Every business has that one thing that quietly drains energy: a messy handoff, an outdated tracker, a pile of manual reports. I specialize in addressing these sorts of things. In finding those hidden inefficiencies and turning them into automated, connected systems inside 
Microsoft 365 & 
Dynamics 365 Sales. My process is simple: understand the problem deeply, then design a solution that feels effortless to use and impossible to live without.
Quick Navigation
Unifying a Disconnected Business with Dynamics 365
The Problem
Five separate systems, all manual, zero shared visibility. Leaders could not see a full picture of customers, pipeline, or performance.
The Solution and Impact
I led a ground-up Dynamics 365 Sales implementation covering discovery, build, rollout, and training. We connected sales processes, automated handoffs, and delivered live dashboards. The business gained real time insight and removed duplicate entry across teams.
Technical Skills Used
- Dynamics 365 Sales configuration and customization
- Data modeling and relationship design
- Power Automate integrations and approvals
- Security roles and field level visibility
- Requirements gathering and project leadership
- Change management and end user training
Automated HR in SharePoint, Power Automate, and Outlook
The Problem
Onboarding, role changes, and offboarding were manual and inconsistent. Important steps were missed and account changes lagged behind reality.
The Solution and Impact
I built a lifecycle HR system that creates accounts, notifies stakeholders, updates roles, and manages clean separations. Azure AD stays in sync with HR changes. The team moved from chasing tasks to trusting a repeatable process.
Technical Skills Used
- SharePoint Lists architecture for employee data
- Power Automate flows for provisioning and notifications
- Azure AD user creation and attribute updates
- Outlook and Teams alerts and scheduling
- Process mapping and governance
Migrating Siloed Storage into SharePoint
The Problem
Files lived on local drives and cloud folders with no single source of truth. Version confusion was routine and access was not controlled.
The Solution and Impact
I consolidated everything into a structured SharePoint library with a home site, metadata, and role based permissions. Search improved, errors dropped, and the company finally had one authoritative place for documents.
Technical Skills Used
- SharePoint migration planning and execution
- Information architecture and taxonomy
- Permission strategy and security groups
- Versioning and retention settings
- User training and adoption support
Locking Down Microsoft 365 After Account Compromises
The Problem
Repeated account breaches and phishing incidents created risk and downtime.
The Solution and Impact
I audited the tenant, enforced MFA, added conditional access, implemented quarantine rules, and flagged external senders. Unauthorized access attempts dropped to zero and staff gained clarity around suspicious mail.
Technical Skills Used
- Microsoft Defender for Office 365 configuration
- Exchange Online protection and transport rules
- Conditional Access policies and MFA enforcement
- Audit logging and baseline compliance
- Security awareness coaching
Digitizing Equipment Sales and Service Operations
The Problem
Paper forms, carbon copies, and filing cabinets created slow service and lost insight. Teams reentered data in multiple places.
The Solution and Impact
I moved the organization to Microsoft 365 and Dynamics 365 Sales with workflows that matched how staff already worked. The team gained speed, reduced errors, and could finally report on activity without extra effort.
Technical Skills Used
- Dynamics 365 Sales deployment and pipeline setup
- SharePoint and Teams integrated workspaces
- Power Automate document routing
- Process mapping and incremental rollout
Automated Rental Agreements with Always Current Terms
The Problem
Outdated PDFs kept circulating which exposed the company to legal and operational risk.
The Solution and Impact
I built a SharePoint plus Power Automate system that merges the latest terms with each request, emails a PDF to all parties, and logs everything to a List for back office follow up. Reps always send the correct agreement and leadership can change terms instantly.
Technical Skills Used
- SharePoint Lists for requests and terms management
- Power Automate PDF composition and distribution
- Dynamic content merging and version control
- Back office queueing and audit trail
Automated Corporate Directory with Phone Imports
The Problem
Staff could not easily find contact info across departments and sister companies. Keeping phone contacts updated was painful.
The Solution and Impact
I created a weekly sync from the HR system to a SharePoint directory and generated VCF files so anyone could import all contacts in one step. The directory split correctly for two companies and stayed current without manual edits.
Technical Skills Used
- SharePoint data integration and formatting
- Scheduled Power Automate jobs
- VCF generation for bulk contact import
- Multi company filtering and output
Power BI for Service, Productivity, and Revenue
The Problem
Leaders stitched together reports by hand from Dataverse and ERP data. Technicians filled out manual hour sheets.
The Solution and Impact
I delivered a Power BI model that merges Dataverse and ERP, calculates KPIs, and refreshes on schedule. Management gets real time performance and the team retired manual logs.
Technical Skills Used
- Power BI data modeling and star schema
- Dataverse and ERP connectors
- DAX measures for KPIs and trends
- Gateway or cloud refresh configuration
- Executive friendly visualization design
Interactive Dynamics Dashboards for Daily Decisions
The Problem
Leadership needed clear, role based visibility into ROI, leads, wins, revenue, and backlog without more spreadsheets.
The Solution and Impact
I built tailored dashboards in Dynamics 365 that filter by department and rep. Leaders can answer common questions in seconds and discussions moved from speculation to facts.
Technical Skills Used
- Dynamics 365 charts, views, and dashboards
- Role based security and field visibility
- KPI and ROI calculations
- User experience tuning for speed
Model Driven Apps by Department
The Problem
Different teams needed different screens and data but shared one cluttered interface.
The Solution and Impact
I created focused model driven apps for executives, super admins, sales, and support. Each app shows only what matters to that group which improves speed, accuracy, and adoption.
Technical Skills Used
- Power Apps model driven design
- Table and form customization in Dataverse
- Security roles and app access
- Navigation and view optimization
SharePoint Consolidation into One Trusted Site
The Problem
Six SharePoint sites had accumulated outdated material and confusing navigation.
The Solution and Impact
I archived what was stale, merged the rest into a single site and document library, and applied the right security groups. Teams finally had a single place to find the current version of any file.
Technical Skills Used
- Content inventory and de duplication
- Site merge and library design
- Permission model and compliance settings
- Navigation and search improvements
Copilot Studio and Teams Agents for Self Service Answers
The Problem
Admins were interrupted all day with policy and process questions which slowed projects and support.
The Solution and Impact
I built AI agents in Teams and Copilot Studio that reference the SharePoint knowledge base and public resources. They also trigger Power Automate actions for simple tasks. Employees get fast answers and admins get time back.
Technical Skills Used
- Copilot Studio bot design and publishing
- Teams channel and message extensions
- SharePoint and Microsoft Graph connections
- Power Automate action handoffs
- Prompt design and guardrails
And, oh, so much more. The only limit is the imagination.