Rafael is available for hire
Hire RafaelRafael Batista
Verified Expert in Engineering
Microsoft Dynamics 365 Developer
Lausanne, Switzerland
Toptal member since October 24, 2022
Bio
Rafael is a functional and technical consultant specializing in Microsoft Dynamics 365 Customer Engagement and Microsoft Power Platform. He has worked as a solution architect, tech lead, and developer for large-scale projects involving CRM and other custom applications. During his six years of experience in consulting companies, he has been involved in 40+ implementation projects. Rafael obtained a master's degree in engineering from the Swiss Federal Institute of Technology (EPFL) in Lausanne.
Portfolio
Pivotal Innovations
Microsoft Dynamics, Microsoft Dynamics CRM, Dynamics CRM 365...
SAGlobal
Microsoft Dynamics CRM, Dynamics CRM 2013, Dynamics CRM 2015...
Avanade
Dynamics CRM 2013, Microsoft Dynamics CRM, Dynamics CRM Plugins, DevOps...
Experience
- Microsoft Dynamics CRM - 7 years
- Dynamics CRM 2015 - 7 years
- C# - 7 years
- JavaScript - 7 years
- Dynamics CRM Plugins - 7 years
- DevOps - 5 years
- Microsoft Power Automate - 4 years
- Microsoft Power Apps - 4 years
Availability
Part-time
Preferred Environment
Dynamics CRM 2015, Dynamics CRM 365, Microsoft Dynamics, DevOps, Dynamics CRM 2013, Dynamics CRM Plugins, Microsoft Power Automate, Microsoft Power Apps, Visual Studio, Microsoft Dynamics CRM
The most amazing...
...project I've worked on is the CRM implementation for a multinational company servicing many users and referenced in the European stock market.
Work Experience
Microsoft Dynamics and Power Platform Expert
2022 - PRESENT
Pivotal Innovations
- Developed a project management tool for a company active in real estate. The application built is used to provide consultation and building permits for their clients in and around New York City.
- Provided advisory on the out-of-the-box capabilities of the Dynamics 365 tool and Power Plaform.
- Designed architecture and implemented the custom functionalities asked by the client according to their global IT roadmap.
Technologies: Microsoft Dynamics, Microsoft Dynamics CRM, Dynamics CRM 365, Microsoft Power Apps, QuickBooks API, Microsoft Power Platform
Senior Consultant and Developper
2018 - 2022
SAGlobal
- Handled the solution architecture for many companies in different sectors, accomplishing more than ten kickoffs and rollouts with Dynamics 365 CRM.
- Managed a team of two to five developers developing functions for complex requirements and followed up on deliveries and code quality.
- Provided technical assessments to existing platforms and action plans for back-to-standard roadmaps.
Technologies: Microsoft Dynamics CRM, Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Plugins, JavaScript, C#, DevOps, Microsoft Power Automate, Microsoft Power Apps
Consultant and Developer
2015 - 2018
Avanade
- Developed more than 30 plugin assemblies and complex JavaScript files for client customizations,.
- Created more than ten interfaces and endpoints for integration with Dynamics 365 CRM.
- Performed more than three migrations to the recent version of applications and two migrations from on-premise to cloud versions.
Technologies: Dynamics CRM 2013, Microsoft Dynamics CRM, Dynamics CRM Plugins, DevOps, Dynamics CRM 2015, JavaScript, Dynamics CRM 365, C#, Software Deployment
R&D Engineer
2015 - 2015
BCD Microtechnique
- Worked on the design and improvement of a user interface for devices connected to a computer.
- Participated in product improvement, particularly in communications with embedded devices.
- Improved device functionalities through firmware development. This also includes better accuracy in measurement results.
Technologies: C#, Visual Studio
Experience
Event Management Platform Based on Dynamics 365 CRM and Power Platform
This project involved building an event management platform on top of Dynamics 365 CRM and Power Platform for a client active in luxury watch manufacturing. The platform was used to track VIP members to events organized by the brand.
The application was used by more than 80 people in the company, becoming a key platform for collaboration within the event management team.
The application was used by more than 80 people in the company, becoming a key platform for collaboration within the event management team.
CRM for a Sales Team
This project was implemented for a company listed in the European stock market and active in software and information technology. The application was built on top of Dynamics 365 Sales and supported the sales force team in their daily customer and opportunity management activities. Some customizations were also done using Power Platform.
The application was used by more than 200 sales agents simultaneously and was integrated into 10–15 different third-party tools.
The application was used by more than 200 sales agents simultaneously and was integrated into 10–15 different third-party tools.
CRM Migration from On-premises to Cloud Version
This project involved migrating from an existing Dynamics 365 CRM on-premise application to the latest cloud version for a prominent actor in the private banking sector in Geneva, Switzerland. The project implied a massive data migration and back-to-standard re-engineering of existing processes and customizations.
Case Management Application for an NGO
I developed a case management application to be used by team members of a famous NGO based in Geneva. The application was built on top of the Dynamics 365 for Customer Service product. It aimed to manage family reunification and provide better assistance and service quality to refugees worldwide.
Field Service Implementation for a Manufacturing Company
I built a field service application based on Dynamics 365 for a field service product to be implemented for a French company active in machine manufacturing and production. Power Platform was also used for Power Automate Flows design and customization through Power Apps.
The tool was mainly used for:
• Improving after-sales activities and providing one single customer management platform for all incoming queries.
• Incident management on existing machinery.
• Tracking field service activities from technicians and engineers.
• Facilitating communication while implementing machines on customer sites all around the world.
The tool was mainly used for:
• Improving after-sales activities and providing one single customer management platform for all incoming queries.
• Incident management on existing machinery.
• Tracking field service activities from technicians and engineers.
• Facilitating communication while implementing machines on customer sites all around the world.
Core B2B Contact Management for an International Organization
This project involved the technical assessment and architecture review of a rescue project for implementing a Dynamics 365 Customer Engagement application. The tool is a collaborative B2B contact management platform for an international organization with contact sharing among many stakeholders. The application was used as a source of truth for contact management and integrated with 5–10 third-party tools.
Education
2010 - 2015
Master's Degree in Software Engineering
EPFL (Swiss Federal Institute of Technology of Lausanne) - Lausanne, Switzerland
2014 - 2014
Master's Thesis in Software Engineering
Hanyang University - Seoul, South Korea
Certifications
AUGUST 2022 - PRESENT
PL-600: Microsoft Power Platform Solution Architect
Microsoft
JUNE 2022 - JUNE 2023
MB-240: Microsoft Dynamics 365 Field Service Functional Consultant
Microsoft
DECEMBER 2019 - PRESENT
MB-200: Microsoft Dynamics 365 Customer Engagement Core
Microsoft
JULY 2018 - DECEMBER 2019
MB2-714: Microsoft Dynamics CRM 2016 Customer Service
Microsoft
OCTOBER 2017 - JUNE 2019
MB2-715: Microsoft Dynamics 365 Customer Engagement Online Deployment
Microsoft
MARCH 2017 - JUNE 2019
MB2-717: Microsoft Dynamics 365 for Sales
Microsoft
JANUARY 2016 - DECEMBER 2019
MB2-707: Microsoft Dynamics CRM Customization and Configuration
Microsoft
Skills
Libraries/APIs
QuickBooks API
Tools
Microsoft Dynamics, Microsoft Power Apps, Azure Logic Apps, Microsoft Power BI, Visual Studio, Microsoft Dynamics CRM
Platforms
Microsoft Power Automate, Microsoft Power Platform
Languages
JavaScript, C#
Paradigms
DevOps
Other
Dynamics CRM 2015, Dynamics CRM 365, Dynamics CRM 2013, Dynamics CRM Plugins, Business Services, Application Packaging, Software Deployment, Analysis
Collaboration That Works
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