Vivek PatilFounder & CEO

- Business transformation
- Restructuring and turnaround
- Integration
- Growth strategy
- M&A transaction support
- B.E Computer engineering
- MCPS: Microsoft Certified Professional
- MS: Microsoft Dynamics CRM 2016 Customization and Configuration
- CRM 4.0 Customization and Configuration
- MS CRM 2011 Installation and Deployment
Have 17+ years of IT experience, with the last 8 years focused on MS Dynamics CRM as a Solution Architect, Project Lead, and Functional Consultant. Experienced in MS CRM 3.0, 4.0, 2011, 2013, 2015, 2016, Dynamics 365 On-Premise and Online.
• Proven experience in presales activities including POCs, demos, presentations, and executive positioning
• Skilled in articulating architectural differences and integration challenges across platforms
• Capable of high-level architecture design and hands-on CRM/XRM project execution
“Has expertise in creating over 50 customized CRM solutions.”
• Experienced with Microsoft Sure Step for project management
• Proficient in analyzing and designing complex business processes, defining blueprints, and validating solutions
• Led project deliveries for mid and enterprise-level customers
• Provided presales support with budget estimations
• Implemented Sales, Marketing, and Service modules, integrated with ERP, IVR, and portals
• Hands-on with Dynamics Marketing, Social Engagement, USD, and ADX Portal
publications
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Why CRM is Essential for Modern Business
May 15, 2025 -
A Beginner’s Guide to Building Your First AI Agent
April 24, 2025 -
Build Your First AI Agent in Copilot Studio
April 24, 2025