All work
Real estate CRM · 2020–21
GenericProperties
Moved a US brokerage from Zoho to Microsoft Dynamics, then built what Dynamics was missing.
- Millions of agent records
- Matches mapped in seconds
- Open sourced with permission
Every record migrated by tools I wrote, not by hand.
Years of files carried from Zoho into SharePoint.
It lands in Dynamics with the fields the team actually uses.
A Node service searches millions of agent records by location.
Every match on one map, in a few seconds.
Power Automate sends the email and opens a Planner card.
A brokerage with millions of agent records needed to answer one question fast: who is closest to this lead?
Dynamics 365 held the data but couldn't answer that quickly. I wrote a Node microservice that talks to the Dynamics Web API through Azure AD, does the geography itself, and draws the result on a map.
Around it
- C# plugins for Leads, Opportunity and Super Obituaries
- Schema tooling that replays customisations, so changes survive between environments
- A PHP (Slim) server for Azure AD sign-in against Dynamics
- Migration tools for records and documents out of Zoho