Stylianos Anestis, Developer in Athens, Central Athens, Greece
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Stylianos Anestis

Verified Expert  in Engineering

Dynamics CRM 365 Developer

Athens, Central Athens, Greece
Toptal Member Since
May 24, 2021

Stelios has specialized in developing and customizing Dynamics CRM 365 applications, Office 365, EMS, and OMS for the past seven years. He has solved real business problems with hands-on development—from .NET to cloud—for 20+ years. Stelios often combines his development expertise with extensive capabilities in technical project management. He has worked with many third-party applications, including ClickDimensions, PowerObjects, Preact, Microsoft, Google Maps, GitHub, TCS, Maplytics, and Xero.


Dynamics CRM 365, SharePoint 365, Microsoft Azure, Azure Active Directory...
Delta Technology Company
Office 365, SharePoint 365, Microsoft Azure, Dynamics CRM 365...
Civil Aviation Authority
SharePoint 365, Dynamics CRM 365, Flexibility, Communication...




Preferred Environment

Cloud, Dynamics CRM 365

The most amazing...

...projects I do are migrating companies' old, on-premise CRM systems to Dynamics CRM 365, including migration, new designs, analysis, programming, and consulting.

Work Experience

CRM Developer | Analyst

2016 - 2021
  • Upgraded the existing CRM system to Dynamics 365: Connected and used Office 365, SharePoint Online, and other custom applications in the cloud, and customized and configured Dynamics CRM 365, including forms, entities, dashboards, and queries.
  • Delivered innovative Dynamics 365 solutions through all stages of the development lifecycle, including analysis, design, development, testing, training, deployment, and service transition. Used Microsoft Exchange Server, Power BI, and Power Apps.
  • Used workflows, plugins, and reports; customized Office 365, security, compliance, AD, users, distribution lists, and MFA; led change management; managed data migration and integration; tested Dynamics 365; and created training materials.
  • Analyzed, designed, architected, and supported all projects with Agile software development and Scrum methodologies. Leveraged understanding of business models and performed business process analysis.
  • Automated many day-to-day tasks during the migration process, using Excel VBA.
  • Communicated with and listened to users and exercised flexibility and adaptability in the face of change.
Technologies: Dynamics CRM 365, SharePoint 365, Microsoft Azure, Azure Active Directory, Microsoft Power Apps, Microsoft Power Automate, Office 365, Dynamics CRM Migration, Business Process Analysis, Communication, Flexibility, Business Models, Excel VBA, Visual Basic for Applications (VBA), CRM APIs, On-premise CRM, SQL

CRM Developer (Consultant)

2016 - 2016
Delta Technology Company
  • Participated in large, midsize, and small Microsoft Dynamics CRM consulting and development projects: Participated in requirements gathering sessions and worked with clients to determine functional requirements and specifications.
  • Designed, developed, tested, and deployed custom CRM solutions online. Utilized Azure to customize CRM solutions where out-of-the-box configuration was not sufficient.
  • Customized business process flows and the Salesforce Service automation areas to meet client needs.
  • Engaged with business development managers and clients during the pre-sales phase to collect the information that was needed to draft statements of work and develop demonstrations.
Technologies: Office 365, SharePoint 365, Microsoft Azure, Dynamics CRM 365, Microsoft Power Automate, Dynamics CRM Migration, Communication, Flexibility, Business Process Analysis, Business Models, CRM APIs

CRM Developer

2016 - 2016
Civil Aviation Authority
  • Participated in large Dynamics CRM development projects: Developed and created plugins, workflows, SSRS, reports, and fetch reports. Used SQL Server 2012, Power BI, C#, JavaScript, and .NET.
  • Developed case management applications: Created entities, users, privileges, solutions, charts, and dashboards. Troubleshot and resolved software bugs, data, and system configuration issues.
  • Created custom Dynamics CRM solutions, using Dynamics CRM service management and case management features, such as business rules, process flows, dashboard charts, JavaScript, custom plugins, and workflow activities.
  • Migrated data, using various methods and techniques, including SSRS, SSIS via the KingswaySoft connector, and Dynamics CRM 2013 tools.
  • Translated users' functional requirements into viable CRM solutions, including security configuration and SSRS reports.
  • Built web-based applications in ASP.NET, including web page development, web service creation, SQL queries, and SSO.
Technologies: SharePoint 365, Dynamics CRM 365, Flexibility, Communication, Business Process Analysis, CRM APIs, JavaScript, On-premise CRM, SQL

CRM Developer | Business Development

2015 - 2016
Chartered Institute of Housing
  • Supported teams to use the correct software effectively to manage their work efficiently. Drove better use of data intelligence to support the growth strategy. Managed the development of software to meet future business needs. Ensured data integrity.
  • Worked with teams to ensure consistent approaches for processing data across the organization and for maximizing efficiency. Provided day-to-day support for users to resolve CRM issues.
  • Collaborated with our chosen developer to resolve problems. Developed and delivered training support to all users, from beginners to advanced. Worked with a team of key users to embed usage and drive business improvement.
  • Proactively identified improvements for team processes to make the best use of resources. Developed reports to enable easy access to a range of intelligence, including profiling information on our customers, trends, and spends.
  • Collaborated with IT to manage the IT infrastructure to support its usage. Supported staff to extract data to drive up sales. Improved the use of dashboards to enable senior management to quickly monitor performance.
  • Worked with teams across the organization to make minor amendments to entities to support their business needs, including adding and removing fields, updating lookups, and developing workflows.
  • Supported the development of new entities to meet business needs; for example, developing an entity to manage and convert leads and recording business intelligence to build relationships with individuals and organizations.
  • Proactively set up processes to identify and manage duplicates, audit data to identify gaps and common errors, and address them with users through training.
  • Identified gaps in usage and worked with teams to ensure that all business intelligence was recorded in CRM 2013 to inform the growth strategy.
Technologies: SharePoint, CSS, Dynamics CRM 365, Communication, Flexibility, Business Process Analysis, Business Models, CRM APIs, On-premise CRM

IT Junior Project Manager

2013 - 2014
Expand Software Solutions
  • Ensured that all projects were delivered effectively, on time, and within budget by applying my experience in all phases of projects, from pre-sales to implementation.
  • Leveraged 4+ years of IT project management experience and certification and experience in Dynamics CRM 2011. Automated many day-to-day tasks with Excel VBA.
  • Worked with Crystal Reports, Visual Studio 2010 and 2013, SQL Server 2008 R2 and 2012, SSRS, SSIS, SSAS, T-SQL, Dynamics Business, SQL Server 2012, and SharePoint 2013.
  • Supported teams with five members to use the software effectively to manage their work efficiently.
Technologies: Crystal Reports, SSAS, SQL Server Integration Services (SSIS), System Administration, Business Process Analysis, Business Models, Flexibility, Communication, Visual Basic for Applications (VBA), Excel VBA, Visual Studio, SQL

CRM Developer | Analyst | Junior Manager

2004 - 2014
Expand Software Solutions
  • Ensured that all the projects were delivered effectively, on time, and within budget, bringing my experience in all phases of a project, from the pre-sales to implementation.
  • Determined the needs of CRM projects and the required business resources to implement ERP projects.
  • Clarified and defined the strategy, objectives, and support required for each client and developed in-depth knowledge of clients' organizations, needs, and challenges.
  • Delivered assigned development tasks on time and within budget. Proactively identified the tasks required to ensure the quality of deliverables. Contributed to the success and ongoing growth of the consultancy team and overall company.
  • Assisted in detailed planning and resourcing of development project activities. Participated in successful project implementations while fulfilling an evolving technical solution architect (TSA) role.
Technologies: SSRS Reports, SSAS, SQL Server Integration Services (SSIS), Dynamics CRM 365, CRM APIs, On-premise CRM, SQL

Project Manager

2008 - 2010
Manpower Employment Organization, Greece
  • Led the planning process to ensure that we met the requirements for a CRM 4.0 implementation. This included installing Windows Server 2008, activating Active Directory, setting up .NET Framework and Office 2010, and connecting Outlook with the CRM.
  • Set up SQL 2008, BI libraries, reporting services, CRM 4.0, and language packs. Maintained and supported the system and created and worked with cases.
  • Worked with accounts, customers, leads, contacts, orders, and products. Created entities and custom code to convert and transfer data from the old systems in CRM, using DataSync. Set up delivery partner commissions and invoicing.
  • Served as the project manager for the data mining and reporting team with full responsibility for end-to-end planning and delivery of the CRM project. Mentored management and championed quality management.
  • Developed a detailed project plan, including timelines, milestones, and resources required for delivery. Automated many day-to-day tasks with Excel VBA.
  • Drove the ongoing delivery of the project modules, using an Agile approach. Ensured that system delivery met business objectives and the overall product vision.
  • Ensured the robustness and quality of the delivered system so that it was fully fit for the purpose and could be rolled out with minimal business risk. Drove the project through and around all issues, challenges, and bottlenecks.
  • Planned and coordinated the system development for an online community where loan recipients could network, conduct business development, and learn. Collaborated with the assistant program manager and other project managers.
  • Ensured appropriate stakeholder communications and engagement.
Technologies: SQL, ASP, XML, System Administration, Visual Studio, Business Process Analysis, Business Models, Communication, Flexibility, On-premise CRM, Excel VBA, Visual Basic for Applications (VBA)

CRM Analyst and Developer

2004 - 2006
Dimitra S.A.
  • Served as a CRM analyst in this Greek institute for learning and development.
  • Updated their system from CRM 3.0 to CRM 4.0: Transferred extra data from paper and Excel files into CRM 4.0 (translated in Greece), paralleled the transfer and data input, and created the proper reports and forms for the data.
  • Created custom entities for customer and account data; many campaign activity channels, using phone, appointments, emails, and faxes; and marketing lists, sales literature, and special price lists.
  • Programmed in VB and C# when needed. Collected customer complaints, requests, and needs as a member of a team. Worked with accounts, customers, leads, contacts, orders, and products.
  • Worked with teams of six people to ensure a consistent approach to processing data across the organization and maximize opportunities to work efficiently.
Technologies: C#, Dynamics CRM 365, Visual Studio, Business Models, CRM APIs, On-premise CRM

Customized CRM with ERP Application

While working as an IT senior manager in 2013-2014, the client company bought an ERP program from Singular S.A. ( Galaxy Enterprise Suite was the supporting ERP, and they also bought the Galaxy CRM. Working as a CRM analyst, I customized the programs in Dynamics CRM 2011 and SQL 2008.

I led a team of seven programmers to customize the CRM with new forms, campaigns, and code in VB.NET and T-SQL. We also wrote code in .NET for their old files and then transferred them to the new CRM version. This project is a good example of my experience in analyzing large databases with multimillion customers.

Key Activities:
• Used the Dynamics Sure Step methodology to deploy migrates, configure, and upgrade CRM 2011.
• Used a multi-server deployment plan.
• Set up CRM 2011 on-premises and supported it with Outlook.
• Transformed the data tables and fields with SSIS.
• Customized the existing forms and created new entities.
• Worked with accounts, customers, leads, contacts, orders, and products.
• Contributed to the direct marketing and contact strategy and campaign analytics.

Upgraded and Customized CRM Versions

In 2013-2014, I worked on client projects as a freelance developer through several Greek software houses.

Key Activities:
• Upgraded CRM 4.0 or CRM 2011 to CRM 2013 for 10+ customers.
• Transferred system data from CRM 4.0 or 2011 to 2013 for customers that moved to on-premise solutions. Made the necessary changes and wrote extra code.
• Created new dashboards.
• Customized entities, fields, and solutions.
• In some cases, upgraded data in an Azure environment.
• Created business process flows and combined them with field security, business rules, and workflows, which saved user time and increased user adoption. This included all the necessary changes to other CRM components.
• Worked with accounts, customers, leads, contacts, orders, and products.
• Customized a CRM system to integrate with the existing business systems.
• Wrote code from scratch in C# and .NET.

Custom Applications in CRM 2011

Working as a freelance CRM developer in 2010-2013, I managed a team of five programmers who developed code in parallel as if they were mini-projects. The developments were time-boxed, delivered, and then assembled into a working prototype. Following this method, we developed eight small custom applications in CRM 2011 and SQL 2008. The projects were for the retail market.

Key Activities:
• Assigned and maintained user accounts and security roles in CRM 2011.
• Created, edited, and used solution components.
• Created custom entities and modified existing ones.
• Created 1:N and N:N relationships and mapping option sets.
• Set up delivery partner commissions and invoicing.
• Set up data mining and reporting in SQL 2008.
• Collaborated with the implementation manager to ensure effective rollout of the project across 4,000 delivery partners.
• Worked with accounts, customers, leads, contacts, orders, and products.
• Co-created a platform for the loan recipient community.
• Performed quality management, data mining and reporting, and information security.

Designed a New System for Unemployment Training

In cooperation with the Greece Manpower Employment Organization in 2008-2010, I constructed a custom CRM 2011 application, following an iterative model. As a project manager, I led a group of 10 IT members (six freelance and four officials). The duration of the project was 20 months, and the scope included design, implementation, analysis, training, and documentation.

After the design and programming of the new system, we had to transfer a large data set, which was in several old systems (SQL Server 7.0, Dbase, and RISC 6000), into one database. We wrote code in VB 6.0, VB.NET, ASP 3.0, and XML.

Customized CRM

While working in a consulting company, TOP Management, in 2006-2008, I rolled up their system (SQL 2005 and .NET VB 2006) in many branches and in parallel to train their end users. I also customized the CRM 4.0 according to their needs. The companies were in the food and beverage industry.

Key Activities:
• Customized existing methodologies, forms, views, queries, and reports, creating new and/or similar ones, as needed.
• Changed role securities and users.
• Wrote code in XRM, T-SQL, and C#.NET as needed.
• Created custom workflow activities.
• Wrote queries, using T-SQL and assigned filtered views.
• Worked with accounts, customers, leads, contacts, orders, and products.

CRM Analyst

As a CRM Analyst, My primary role was to ensure that business processes and supporting systems continued to meet the needs of business project stakeholders. As a key liaison between the technical IT staff who implemented business system solutions and the line-of-business staff who performed the process work manually or in conjunction with automated systems, I was the primary contact and bridge between the IT and business domains.

Key Activities:
• Analyzed, programmed, and designed CRM applications.
• Participated in systems analyses and design studies for functional systems and design specifications.
• Maintained multiple IT systems that had different databases and used different programming languages and operating systems.
• Performed business analysis, business case creation, requirements gathering, and benefits tracking.
• Gathered and assessed business information needs and reporting requirements.
• Leveraged SQL experience, including writing scripts and pulling reports related to regression, confidence intervals, significance, and clustering or statistical families.


Data Cleansing, Data Extraction, On-premise CRM, Business Process Analysis, Flexibility, Business Models, Dynamics CRM Migration, Communication, Dynamics CRM 365, Development, Microsoft Power Automate, Microsoft Azure, System Design, Data Integrity Testing, Query Optimization, Data Queries, Data, Server Security, Process Design, Systems Analysis, Chemical Engineering, Mechanical Engineering, Fluid Mechanics, Mechanical Metals, Cloud, MCSE | Data Platforms, System Administration, Technical Analysis, Office 365, SSRS Reports, Dynamics Sure Step Methodology, SSIS Custom Components, CRM APIs, Process Analysis, Design Systems, MCT, Microsoft Certified Trainer, Office 365 Deployment, Technical Support, Business Solutions, Web Administration, Web Applications, Web Development, Big Data, Data Analysis, Database Analytics, Data Engineering, Data Management, Data Modeling, Data Warehousing, Machine Learning, MCSE, Network Load Balancing (NLB), Windows Deployment, Virtualization, Data Security, Network Administration, Object-based Programming, Data Entry Services, Debugging, Data Warehouse Design, System Development, Database Optimization, Query Composition, Algorithms, Mathematics, Software Engineering, Applied Mathematics, Applied Physics, 3D Modeling, Applications, Troubleshooting, Information Technology, Training, Learning


T-SQL (Transact-SQL), HTML5, JavaScript, CSS, SQL, XML, C#, Java, Visual Basic for Applications (VBA), Excel VBA


Microsoft Power Apps, Crystal Reports, SSAS, Microsoft Exchange, Skype for Business, Visual Studio, Hyper-V, AutoCAD, MATLAB


App Development, Application Architecture, Mechanical Design, Business Intelligence (BI), DevOps, UX Design, Database Design, ETL, Database Development


Azure SQL, Azure Active Directory, SQL Server Integration Services (SSIS), Data Validation, Database Administration (DBA), Database Modeling, Database Security, Configuration Management Databases (CMDB), Microsoft Exchange Server, Databases




RADIUS, Entity Framework


Web, SharePoint 365, SharePoint, XRM, Apache Kafka, Windows Server, Microsoft

Industry Expertise

Marketing, Security

2009 - 2014

Ph.D. in Chemical Engineering

National University of Athens (NTUA) - Athens, Greece

2000 - 2002

Master's Degree in Electrical and Computer Engineering

National University of Athens (NTUA) - Athens, Greece

1999 - 2000

Master's Degree in Electrical and Computer Engineering

National University of Athens (NTUA) - Athens, Greece

1985 - 1991

Bachelor's Degree in Mechanical Engineering

National University of Athens (NTUA) - Athens, Greece

1981 - 1985

Bachelor's Degree in Fluid Mechanical Engineering

Technological Educational Institute of Chalkis - Chalkis, Greece


Exam 347: Enabling Office 365 Services



Exam 716: Microsoft Dynamics 365 Customization and Configuration



Exam 718: Microsoft Dynamics 365 for Customer Service



Exam 465: Designing Database Solutions for Microsoft SQL Server



Developing Microsoft Azure Solutions



Developing ASP.NET MVC Web Applications



Exam 411: Administering Windows Server 2012



Exam 410: Installing and Configuring Windows Server 2012



MCSA: Windows Server 2012



MCSA: SQL Server 2012/2014



MCSD: Web Applications



MCSE: Data Management and Analytics



Exam 462: Administering Microsoft SQL Server 2012/2014 Databases



Exam 461: Querying Microsoft SQL Server 2012/2014



Microsoft Specialist (MS): Programming in HTML5 with JavaScript and CSS3



Exam 463: Implementing a Data Warehouse with Microsoft SQL Server 2012/2014



Exam 464: Developing Microsoft SQL Server 2012/2014 Databases



Microsoft Dynamics CRM 2013 Application



MCSE: SQL Server 2012



MCSE: Data Platform



MCTS: Microsoft Dynamics CRM 2011 Customization and Configuration



MCTS: Microsoft Dynamics CRM 2011 Applications



MCTS: Microsoft Dynamics CRM 2011 Installation and Deployment



MCTS: Windows Server 2008 Networking Infrastructure Configuration



MCTS: SQL Server 2008 Database Development



MCTS: SQL Server 2008 Implementation and Maintenance



MCTS: Windows Server 2008 Active Directory Configuration



MCTS: SQL Server 2008 Database Development



MCTS: Exchange Server 2007 Configuration



MCPS: Microsoft Certified Professional



Microsoft Certified Trainer (MCT)