Zi is available for hire

Zi Ye

Verified Expert in Engineering

Dynamics CRM 365 Developer

Location

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.

Microsoft Dynamics CRM SQL Server Reporting Services (SSRS)C#JavaScript Programming UI Testing Data Analysis Azure DevOps MQL4 MQL5 .NET REST APIs Microsoft Power BI Microsoft Flow Web Development

Portfolio

RSL Queensland

Dynamics CRM 365, SQL Server Reporting Services (SSRS), C#, JavaScript...

The Solution Collective

Dynamics CRM 365, SQL Server Reporting Services (SSRS), C#, JavaScript...

d365.Group

Dynamics CRM 365, SQL Server Reporting Services (SSRS), C#, JavaScript...

Experience

Microsoft Power Apps - 7 years SQL Server Reporting Services (SSRS) - 5 years JavaScript - 5 years C# - 5 years Dynamics CRM 365 - 5 years Microsoft Flow - 3 years Azure - 3 years Microsoft Power BI - 3 years

Availability

Part-time

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

2019 - PRESENT

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.

Technologies: Dynamics CRM 365, SQL Server Reporting Services (SSRS), C#, JavaScript, Microsoft Power BI, Microsoft Power Apps, Microsoft Flow, .NET, Microsoft Dynamics CRM, Microsoft Power Automate, REST APIs, API Connectors, Azure DevOps

Senior CRM Consultant

2019 - 2019

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

2016 - 2019

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

2013 - 2016

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.

Technologies: MQL4, MQL5

Credit Analyst

2013 - 2015

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.

Technologies: Credit Analysis, Finance, Compliance

Experience

Dynamics 365 for NDIS

https://therapyfocus.org.au/

A complete Dynamics 365 solution for National Disability Insurance Scheme (NDIS). I was a lead developer and solution architect of the project, which provides a tailored business application for NDIS organizations in Australia with account and invoicing management.

Dynamics 365 for Professional Services

https://www.holocentric.com/

A complete Dynamics 365 solution for professional services. I was a lead developer and solution architect of the project, which provides a tailored business application for professional services providers with sales and payments management.

Dynamics 365 for Manufacturing

http://www.herbalextracts.com.au/

A complete Dynamics 365 solution for manufacturing. I was a lead developer and solution architect of the project, which provides a tailored business application for manufacturing companies with procurement and inventory management.

Dynamics 365 for Engineering

https://www.caps.com.au/

A complete Dynamics 365 solution for engineering. I was a senior technical consultant of the project, which provides a tailored business application for engineering companies with resource and product management.

Dynamics 365 for Community Care

https://newhorizons.org.au/

A complete Dynamics 365 solution for community care. I was a senior technical consultant of the project, which provides a tailored business application for community care providers with practice and service delivery management.

Dynamics 365 for Not-for-Profit

https://ilcaustralia.org.au/

A complete Dynamics 365 solution for a not-for-profit. I was a senior technical consultant of the project, which provides a tailored business application for not-for-profit organizations in Australia with customer and case management.

Skills

Languages

C#, JavaScript, MQL4, MQL5

Tools

Microsoft Power Apps, Microsoft Dynamics CRM, Microsoft Power BI, Microsoft Flow

Storage

SQL Server Reporting Services (SSRS)

Other

Dynamics CRM 365, Business Applications, Microsoft Dynamics 365, BI Reporting, Programming, UI Testing, Credit Analysis, Data Analysis, API Connectors, Web Development, Financial Analysis, Economics, Finance, Compliance

Frameworks

.NET

Libraries/APIs

REST APIs

Paradigms

Data Science, Azure DevOps

Platforms

Azure, Microsoft Power Automate

Education

2016 - 2018

Master's Degree in Information Technology

University of Technology Sydney - Australia

2009 - 2013

Bachelor's Degree in Finance Engineering

Guangdong University of Finance & Economics - China

Certifications

APRIL 2021 - PRESENT

Azure Fundamentals

Microsoft

OCTOBER 2020 - PRESENT

Power Apps + Dynamics 365 Developer Associate

Microsoft

SEPTEMBER 2019 - PRESENT

MCSA: BI Reporting

Microsoft

MARCH 2018 - PRESENT

MCSE: Business Applications

Microsoft

NOVEMBER 2017 - PRESENT

MCSA: Dynamics 365

Microsoft

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