Enterprise automation

Dynamics 365 CRM and workflow automation

Translated Rheem business processes into governed Dynamics 365 capabilities, reusable Power Platform components, and maintainable automated workflows.

2024Solution Architect · CRM and workflow automationEnterprise workflow modernization
Dynamics 365 CRM and workflow automation public website
Role and attribution

Client engagement delivered through Orion Innovation

I translated business processes into governed CRM, automation, security, and integration boundaries.

Team scope: Business stakeholders, CRM specialists, integration engineers, and delivery teams.

Measured outcome
Context

The product landscape

Enterprise CRM and workflow capabilities supporting governed business processes, data movement, integrations, and stakeholder operations.

Challenge

What had to change

Translate complex operational processes into maintainable CRM capabilities without creating fragile low-code automation or inconsistent data ownership.

Approach

Architecture, delivery, and leadership

  1. 01

    Mapped business processes into Dynamics 365 entities, workflows, roles, and integration boundaries.

  2. 02

    Designed reusable Microsoft Power Platform and Power Automate components.

  3. 03

    Applied enterprise security, data governance, architecture standards, and delivery controls.

  4. 04

    Aligned solution decisions with business stakeholders and long-term maintainability.

Outcomes

What the work enabled

  • Governed and reusable workflow automation foundation.
  • Clearer CRM process and integration boundaries.
  • Maintainable enterprise delivery aligned with security standards.
Technology

Core platform stack

Dynamics 365Power PlatformPower Automate