01 Technology

Make your tools
work together.

I build Microsoft business solutions that connect people, processes and data. From CRM and custom applications to automation and analytics, the value is in how they work together.

↳ Connect. Automate. Build.
Explore my work ↓
Dynamics 365Customer relationships, business processes and a shared view of your customers.Explore experienceCRM

My experience

  • CRM implementations and customer data solutions with Customer Insights.
  • Customer segmentation, journeys, automated communications and emailing solutions.
  • AI summarisation of CRM accounts and insights for future opportunities.
Microsoft AzureCloud services and integrations that connect the wider solution.Explore experienceCLOUD

My experience

  • Connecting cloud services with Microsoft business applications and operational processes.
  • Bringing AI-powered summarisation and business information into the CRM experience.

The cloud and AI layer works alongside the applications, data and automation.

Power AppsBusiness applications built around the people and processes using them.Explore experienceAPPS

My experience

  • Custom Canvas Apps for tailored interfaces and operational tools.
  • Model-driven apps and Dynamics 365 solutions using standard enterprise capabilities.
  • HR, AML, healthcare, product catalogue and task management applications.
Power Automate (Flow)Connected workflows that remove repetitive steps from everyday work.Explore experienceAUTOMATION

My experience

  • Business process automation, approvals and notifications.
  • Email automation, data processing and system integrations.
  • Background workflows and operational processes that need no dedicated user interface.
Power BIOperational and business data turned into dashboards people can act on.Explore experienceINSIGHTS

My experience

  • Business and operational dashboards, KPI tracking and process performance.
  • CRM reporting, customer analytics, sales and revenue analytics.
  • Data modelling and interactive reports combining data from Microsoft business systems.

Business optimisation & digitalisation

One connected solution.
Every layer has a role.

I design complete solutions where CRM, applications, automation, portals, analytics and cloud services work together.

Shared data foundation

Dataverse

Business data connecting the applications and processes around it.

Dynamics 365

Customer relationships

Power Apps

Business applications

Power Automate

Processes & workflows

Power Pages

Customer-facing portals

Power BI

Reporting & insights

Azure / AI

Cloud services & intelligence

Connected capabilities, combined around the business process. The mix depends on what the solution needs.

Two ways to build

The right interface.
For the work at hand.

My experience spans custom interfaces and Microsoft's standard enterprise platform capabilities.

01 / Custom experience

Canvas Apps

Tailored interfaces for specific tasks, internal tools and operational processes. Built around how people need to use the application.

02 / Enterprise platform

Model-driven & Dynamics 365

Structured business applications using out-of-the-box platform capabilities, with customisation to fit the process and the data.

The simplest solution that works

From low-code
to custom code.

I start with native Microsoft capabilities and introduce custom development when the business requirement calls for more control.

Use the simplest solution that solves the problem. Extend it when necessary.

No-codeLow-codeCustom code
01ConfigureNo-code / native platformStart with what the platform already does well.Explore capabilities
  • Dynamics 365 configuration and Dataverse
  • Business Rules and Business Process Flows
  • Forms, views, dashboards, security roles and permissions
02BuildLow-code / Power PlatformShape the application and automate the process.Explore capabilities
  • Model-driven apps and custom Canvas Apps
  • Power Automate and standard connectors
  • Power BI reports and Power Pages portals
03ExtendCustom code / JavaScript + C#Add control where the requirement needs it.Explore capabilities
  • JavaScript and client-side scripting
  • C# and Dataverse / Dynamics 365 plugins
  • Custom Functions, Custom APIs and business logic
  • PCF / custom components where appropriate
04IntegrateAPIs / AzureConnect the solution to the systems around it.Explore capabilities
  • API integrations and custom connectors
  • Azure Functions
  • Applications, automation, data and cloud services working together

These are options to combine, not steps every project must pass through. Configuration can be the complete answer; custom code extends the same solution when needed.

Explore the business solutions ↓

Selected areas of experience

Real processes.
Practical solutions.

Representative types of solutions I've delivered. Open an item to explore the work, without confidential company or customer details.

01CRM & Customer InsightsCustomer relationships, connected.

CRM implementations, customer data, segmentation, journeys, emailing and automated customer communications.

02AML PlatformInformation and workflows for AML processes.

Business applications supporting anti-money-laundering processes, information management and operational workflows.

03Healthcare SolutionsTools for healthcare operations.

Applications and workflows supporting healthcare operations and the business processes around them.

04HR Management ToolA clearer way to manage internal HR work.

Custom tools for internal HR processes and information management, shaped around the way teams work.

05Product CatalogueStructured product information.

Product management solutions that connect catalogue information with wider business processes.

06Task ManagementOwnership, progress and everyday work.

Custom operational applications for managing tasks, assigning ownership and following progress.

07Automation & IntegrationsLess repetition between systems.

Power Automate workflows for email, approvals, notifications, data processing and connected operations, including background processes without a dedicated interface.

08AI for CRMBusiness context, easier to absorb.

AI-powered summarisation of CRM accounts, opportunities and business information, with insights to support future opportunities.

09Customer PortalsBusiness processes beyond the internal team.

Custom Power Pages solutions giving external users controlled access to business information and processes.

10Business IntelligenceFrom operational data to decisions.

Power BI dashboards, data models and interactive reporting for KPIs, customer and CRM analytics, sales, revenue and process performance.