A
Client work
Selected engagements through NetriSoft, my consultancy since 2010, and recent contract work. Clients stay unnamed; the results are real.
~200users on Copilot
Copilot rollout and the Power Platform Expert agent
Led a client's first rollout of Copilot for Dynamics 365 Sales and Customer Service, grounded on their Dataverse data. Client summaries, email responses, and follow-ups all got faster. Then built Power Platform Expert, a Copilot Studio agent that answers developers' Power Platform questions.
Copilot StudioDataverseD365 SalesCustomer Service
−12tables & option sets
Go/No-Go rebuild for an engineering firm
The bid decision process lived inside the Opportunity entity and slowed the whole system. I moved it into a dedicated PCF-driven solution with a consolidated data model, then added AI-assisted analysis that reviews records and client history to judge a bid's viability.
PCFModel-driven appsPower BIAzure DevOps
+25%lead conversion
AI lead recommendations for insurance and finance
Dynamics 365 solutions for one of the largest U.S. insurance brokers and several finance firms, integrated with Five9, Dynamics GP, and policy systems. AI-driven lead recommendations raised conversion by a quarter.
D365 CEFive9Power BI
−90%deployment time
DevOps for a higher-education software provider
Replaced manual CRM and Finance & Operations releases with PowerShell automation and Azure DevOps pipelines, cutting deployment time by 90%.
Azure DevOpsPowerShellF&O