Jyoti Karki
Functional Consultant
Chicago
Summary
Professional with strong background in D365 CRM Sales, skilled in system configuration, integration, and user training. Adept at contributing to successful project outcomes through effective team collaboration and problem-solving. Reliable and adaptable, consistently aligning with evolving business needs to deliver optimal solutions. Strong communicator with expertise in customer relationship management, requirements gathering, and business process improvement.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Associate Functional Consultant
Elevate Digital
10.2023 - Current
- Collaborated with cross-functional teams to develop comprehensive strategies for addressing complex business challenges.
- Delivered effective CRM solutions by analyzing clients' needs and suggesting suitable software.
- Identified client pain points and crafted customized solutions to enhance satisfaction.
- Configured, developed, and tested D365 CRM Sales applications to ensure alignment with project standards.
- Created comprehensive training materials and led workshops for seamless technology adoption among users.
- Collaborated with clients to analyze their business objectives and discern software necessities.
- Conducted thorough testing and validation to enhance system stability before software deployment.
- Enabled collaboration across functions by communicating CRM updates effectively.
- Collaborated with product owners, team members, technologists, and other scrum masters to define solutions and drive progress.
- Utilized agile principles to reduce cycle time and meet margin goals.
- Drove successful monthly sprint releases by managing the product backlog and supporting Scrum methodologies.
- Guaranteed timely software product releases through strict compliance with Agile methodologies during development.
- Optimized software development methodologies by utilizing user stories and backlog prioritization strategies.
Business Applications Academy Graduate
Techfluent Power Platform & D365 Academy
03.2023 - 08.2023
- Completed 200+ hours of training on Microsoft Power Platform, D365 and soft skills
- Microsoft Certified: PL-900 Microsoft Power Platform Fundamentals
- Actively pursuing certification in PL-200 Microsoft Power Platform Functional Consultant and AI-900 Microsoft Azure AI Fundamentals
- Designed, built, and presented Power Automate solution optimizing time-off requests for Contoso employees
- Collaborated with a team to design, build, and demo a solution to meet Contoso's customer service needs
- Utilized Microsoft D365 Customer Service, Power Automate, and Power BI to meet the following objectives: Track incoming customer issues/tickets, automatically notify customer of updates to tickets, escalate to manager if ticket is open for too long, track reporting on ticket trends, areas of repeat concern, performance of customer service agents, and other metrics
Clinic Assistant
HealthPartners Center for International Health
01.2023 - 06.2023
- Successfully managed and streamlined forms business process flow, resulting in improvement of documentation turnaround time by meticulous handling of forms procedures to mitigate loss or misplacement
- Consistently accomplished clinic goal of answering 85% of overall calls per month within timely manner, thus decreasing overall dropped calls per month
- Protected patients by following strict HIPAA protection requirements and internal data security procedures
- Used computer program and registration system EPIC to schedule patients for routine and complex procedures
Manager/Supervisor
AMC Coon Rapids
06.2017 - 01.2023
- Managed teams of 10-15 staff members and set clear daily targets for employees to drive company success and strengthen motivation
- Evaluated employee performance and conveyed constructive feedback to improve skills
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments
- Upsold additional products and services to customers, increasing revenue
Education
Business Applications Academy Graduate -
TechFluent Power Platform & D365 Academy
Psychology - Partial Completion
University of Minnesota
Duluth, MN 04.2013 - 06.2017
Skills
- Customer Service
- D365 CRM Sales
- D365 Software implementation
- D365 Power BI
- D365 Power Automate
- D365 Power Apps
- Microsoft Office 365
- Microsoft Excel
- Rapport Building
- Effective communication
- Scrum framework
- Agile methodologies
- Acceptance criteria
- Requirements gathering
Certification
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Timeline
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
07-2024
Microsoft Certified: Power Platform Functional Consultant Associate
12-2023
Associate Functional Consultant
Elevate Digital
10.2023 - Current
Microsoft Certified: Power Platform Fundamentals
08-2023
Business Applications Academy Graduate
Techfluent Power Platform & D365 Academy
03.2023 - 08.2023
Clinic Assistant
HealthPartners Center for International Health
01.2023 - 06.2023
Manager/Supervisor
AMC Coon Rapids
06.2017 - 01.2023
Psychology - Partial Completion
University of Minnesota
04.2013 - 06.2017
Business Applications Academy Graduate -
TechFluent Power Platform & D365 Academy
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