Dynamics 365 Consultant

Roles and responsibilities

Microsoft Dynamics 365 CE Senior Developers with at least 6 years of strong hands on experience as MS Dynamics developer involving configuration, development of Customizations and extending capabilities of the Dynamics platform in the following modules: Customer Service, Sales, Marketing

The Candidate Should Have

• Strong hands on Experience as a developer with C#, .Net core and Web APIs.
• Strong Experience and understanding for MS Dynamics Security Module.
• Strong Experience with development and configuration of Power Apps and Power Automate cloud flows
• Preferred experience working in Agile methodology.
• Preferred experience of working with Azure Data Lakes and Data Flows.
• preferred experience with development using Sharepoint Graph/Rest APIs.
• Preferred experience in Banking domain.

• System Configuration and Customization:

  • Customizing Entities: Modifying standard entities (such as Accounts, Contacts, Opportunities, etc.) and creating custom entities to match the organization’s business processes.
  • Fields and Forms: Creating and customizing fields, forms, views, dashboards, and business rules to ensure that the CRM solution supports the company’s workflows and data needs.
  • Workflows and Process Automation: Designing and configuring workflows, business process flows, and automation rules to streamline business processes, improve efficiency, and reduce manual work.

• Integration:

  • System Integrations: Integrating Dynamics 365 CRM with other enterprise systems (ERP, third-party apps, etc.) using Microsoft tools such as Power Automate, Azure Logic Apps, or custom integrations through APIs and web services.
  • Data Migration: Supporting the migration of data from legacy systems into Dynamics 365 CRM, ensuring that data is properly mapped, transformed, and loaded.
  • Integration with Microsoft Office: Configuring and customizing the integration with Microsoft products like Outlook, Excel, SharePoint, and Teams to ensure a seamless user experience.

• Customization and Development:

  • Custom Development: Writing custom code using C#, JavaScript, or TypeScript for advanced customizations, such as business logic, plugins, and custom workflows.
  • Plugins: Developing and deploying custom plugins to extend the functionality of Dynamics 365 CRM based on specific business requirements.
  • Web Resources: Creating web resources (HTML, JavaScript, CSS, etc.) to build custom user interfaces or interactions within the CRM.
  • Power Platform: Working with Microsoft Power Platform (Power Apps, Power Automate, Power BI) to create low-code/no-code solutions that integrate with Dynamics 365 CRM.

• System Administration and Security:

  • User Security Roles and Permissions: Managing security roles, permissions, and access controls to ensure that the correct users can access relevant data and features.
  • Environment Management: Setting up and maintaining different environments (development, test, production) and promoting customizations across them.
  • System Updates: Ensuring that the system is updated with the latest Dynamics 365 CRM versions and patches while ensuring business continuity.

• Troubleshooting and Support:

  • Issue Resolution: Identifying and resolving technical issues that arise during implementation or after go-live. This can involve debugging code, analyzing system logs, or troubleshooting performance issues.
  • User Support: Providing ongoing support to end users and offering guidance on how to use the CRM system effectively. This includes resolving problems and answering user questions.

Desired candidate profile

1. Technical Skills:

   • C#: Proficiency in C# for developing plugins and custom workflows.
   • JavaScript: Knowledge of JavaScript for customizing the user interface and implementing client-side logic.
   • SQL: Understanding of SQL queries for data management, reporting, and integration tasks.
   • .NET Framework: Familiarity with the .NET framework for custom plugin development.
   • Power Platform: Familiarity with Power Apps, Power Automate, and Power BI for creating low-code/no-code solutions and integrating them with Dynamics 365 CRM.
   • Azure Services: Experience with Azure Logic Apps, Azure Functions, and other Azure tools for integrations and serverless computing.
   • Web Services/APIs: Understanding of web services (SOAP/REST) and APIs for integrating external systems with Dynamics 365.

2. CRM Platform Knowledge:

   • Microsoft Dynamics 365 CRM: In-depth knowledge of the features, capabilities, and architecture of Dynamics 365 CRM, including sales, customer service, marketing, and field service modules.
   • Dataverse: Understanding of Microsoft Dataverse (formerly the Common Data Service) for storing and managing data in Dynamics 365.
   • Power Automate: Familiarity with Power Automate to create workflows and automate business processes within the Dynamics 365 CRM.
   • Power BI: Experience with Power BI to create reports and dashboards that provide business insights from Dynamics 365 data.

3. Solution Architecture:

   • System Design: Ability to design scalable, maintainable, and secure technical solutions that align with business objectives.
   • Customization and Extensibility: Expertise in customizing and extending Dynamics 365 CRM to meet unique business requirements without compromising system performance.

4. Testing and Debugging:

   • Unit Testing and Debugging: Proficient in testing customizations and code, debugging, and troubleshooting issues.
   • Familiarity with the ALM Process: Knowledge of application lifecycle management (ALM), including version control and deployment management tools like Azure DevOps.

5. Soft Skills:

   • Communication: Strong verbal and written communication skills to work with clients, stakeholders, and team members.
   • Problem Solving: Excellent analytical and problem-solving abilities to find efficient solutions to complex technical issues.
   • Collaboration: Ability to work collaboratively with other consultants, developers, business analysts, and project managers.