Ravi M Mehta

Microsoft Technology Specialist with 5+ years of experience implementing and supporting Microsoft Dynamics 365 CRM and ERP systems. Proven track record as a Functional Consultant with international clients in the USA and UK. Expertise in Marketing module automation, real-time marketing journeys, lead targeting strategies, and campaign management.

Techno-Functional Consultant (Team Consultant) at Infotel India Pvt Ltd (2022-01 – 2025-01)

• Defined and addressed custom business requirements and high-level issues across various client regions
• Planned and oversaw Delivery Excellence Services Programs and Projects
• Worked extensively with the Dynamics 365 Marketing module
• Configured marketing automation, real-time customer journeys, and lead targeting strategies
• Designed and managed marketing segments using both dynamic and static lists for personalized outreach
• Planned and executed marketing events, including event setup, registration processes, and engagement tracking
• Developed new project concepts and schedules in collaboration with the Methods Program Manager
• Facilitated daily stand-up meetings and conducted weekly/bi-weekly agile sprints with teams of 6+ members
• Employed Scrum Agile methodology including Daily Scrum Meetings, Sprint Backlogs, and 1-on-1 meetings
• Addressed and resolved issues according to SLA guidelines, managing escalations and maintaining compliance
• Managed project scope and schedule changes with proper communication and documentation
• Reported weekly on project status, progress, upcoming steps, issues, risks, and management scope
• Tracked and managed project timeline escalations from both internal and external stakeholders

IT Analyst (Functional Consultant) at Apex Solutions Inc. (2020-04 – 2021-12)

• Defined and addressed custom business requirements and high-level issues across multiple client regions
• Analyzed both technical and functional requirements to ensure alignment with business needs
• Resolved issues in accordance with SLA guidelines, managing escalations and maintaining compliance
• Conducted root-cause analysis for critical issues in collaboration with leads and managers
• Worked extensively with the Dynamics 365 Field Service module to enhance service delivery
• Updated and resolved tickets in the Incident Management Tool adhering to guidelines and protocols
• Monitored server and database performance, particularly during high-demand periods
• Utilized cloud-based infrastructure technologies including EC2, VPC, S3, RDS, and ELB
• Executed snapshot management, template management, and security group adjustments on cloud drives
• Facilitated data transfers between public and private cloud environments
• Administered Windows Server 2003/2008, database servers, and application servers in cloud environment

Functional Consultant at Global Aid CRM (2019-04 – 2020-03)

• Planned and executed server-side and client-side customizations based on finalized requirements
• Configured Microsoft Dynamics CRM 2016 to meet specific business needs
• Designed and developed applications using Microsoft Dynamics CRM
• Collaborated with functional consultants to capture and implement application requirements effectively
• Addressed and resolved complex technical issues related to Microsoft Dynamics CRM 2016
• Managed integration processes with other applications to ensure seamless data flow
• Conducted data migration activities to ensure accurate and efficient transfer of information
• Executed installation procedures for MS CRM Server and related components

B.Tech