Zi Ye
Verified Expert in Engineering
Dynamics CRM 365 Developer
Brisbane, Queensland, Australia
Toptal member since May 6, 2021
Zi is a Microsoft enterprise expert specialized in building business applications based on the Microsoft platform. His expert domain includes Dynamics 365 CRM and advanced extensions like SSRS, SSIS, Power BI (DAX, M), Portal, custom plugins (C#), client APIs (JavaScript), Power Automate, Power Apps, and more.
Portfolio
Experience
Availability
Preferred Environment
Dynamics CRM 365, SQL Server Reporting Services (SSRS), C#, JavaScript, Microsoft Power BI, Microsoft Power Apps, Microsoft Flow
The most amazing...
...things I have built are three large CRM systems with complex business requirements for more than 500 users to support Australian veterans and their families.
Work Experience
Senior CRM Developer
RSL Queensland
- Developed multiple CRM systems for membership management, veteran services, and charity compliance.
- Developed system automation using a plugin and Power Automate.
- Developed reports for data analysis using SSRS and Power BI.
- Participated in solution design and security management.
- Supported UI, UX testing, bug fixing, and continuous improvements.
Senior CRM Consultant
The Solution Collective
- Developed multiple CRM systems for sales processing, account management, and resource planning.
- Delivered continuous improvements on existing CRM systems.
- Supported pre-sales activities for public and private sectors as a subject matter expert.
Technical Lead Developer and Reporting Analyst
d365.Group
- Developed multiple CRM systems for National Disability Insurance Scheme, professional services, manufacture management, and more.
- Integrated CRM systems with other external systems like payrolls, inventory, supply chain, and more.
- Supported project management, quality insurance, pre-sales activity, and more.
Principal Trading EA Developer
Shiny Leaf Investment Co.,Ltd
- Developed multiple expert advisors to trade stocks, currencies, futures, and more.
- Supported parameter optimizations for expert advisors to improve trading performance.
- Managed investments, funds, and financial assets for private clients.
Credit Analyst
GAC-Sofinco
- Analyzed loan applications according to the 5C theory under internal compliance policy.
- Controlled potential risks, frauds, bad debts, and other behind-the-scenes threats.
- Supported risk analysis on operational data with SQL database, SAS, and Excel.
Experience
Dynamics 365 for NDIS
https://therapyfocus.org.au/Dynamics 365 for Professional Services
https://www.holocentric.com/Dynamics 365 for Manufacturing
http://www.herbalextracts.com.au/Dynamics 365 for Engineering
https://www.caps.com.au/Dynamics 365 for Community Care
https://newhorizons.org.au/Dynamics 365 for Not-for-Profit
Education
Master's Degree in Information Technology
University of Technology Sydney - Australia
Bachelor's Degree in Finance Engineering
Guangdong University of Finance & Economics - China
Certifications
Azure Fundamentals
Microsoft
Power Apps + Dynamics 365 Developer Associate
Microsoft
MCSA: BI Reporting
Microsoft
MCSE: Business Applications
Microsoft
MCSA: Dynamics 365
Microsoft
Skills
Libraries/APIs
REST APIs
Tools
Microsoft Power Apps, Microsoft Dynamics CRM, Microsoft Dynamics, Microsoft Power BI, Microsoft Flow
Languages
C#, JavaScript, MQL4, MQL5
Platforms
Microsoft Dynamics 365, Azure, Microsoft Power Automate
Storage
SQL Server Reporting Services (SSRS)
Frameworks
.NET
Paradigms
Azure DevOps
Other
Dynamics CRM 365, Business Applications, BI Reporting, Data Science, Programming, UI Testing, Credit Analysis, Data Analysis, API Connectors, Web Development, Financial Analysis, Economics, Finance, Compliance
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