I am proud to share that CAPTRUST Financial Advisors was just featured in a newly published Microsoft Case Study.
I started working part-time with CAPTRUST in January of 2008 and was hired for a full-time Application Developer Associate position in June of that year. My initial role was to put together Javascript behaviors and to re-write the fiduciary portal to connect with the recently-installed version 4.0 of Microsoft Dynamics CRM (xRM).
It has been almost two years now, and I have been frequently impressed with the xRM system. As a package, it comes preset with many of the options one would need to manage corporate relationships between clients, employees, and vendors. In my opinion, however, the greatest strength of the software is in the ability to extend it, customize it, and also to integrate external applications or processing with it.
There is a bit of technical detail lost in the case study, and obviously some trade secrets that prevented screenshots, but they have captured the essence of what the last two years have been like. I’ve gotten the chance to work on a lot of great projects, and been able to learn some new things in the process. This case study gives me some personal satisfaction for recognition of what I have done.
