Microsoft Dynamics 365 CRM Technical Specialist

Microsoft Dynamics 365 CRM_Technical Specialist-App Development

Area(s) of responsibility

Technical Consultant – Microsoft Dynamics 365 CRM (Sales Module)

Key Responsibilities

Design and Development:

• Customize and configure the Dynamics 365 Sales module to meet client requirements.

• Develop plugins, custom workflows, and scripts using C#, .NET, and Power Platform tools.

• Build and extend functionalities using Power Automate, Canvas Apps, and Model-Driven Apps.

Integrations:

• Integrate D365 CRM with third-party systems like SAP, Azure Data Lake, SharePoint, and other applications.

• Create APIs and manage data synchronization across systems using tools like Azure Logic Apps, Dataverse, and custom connectors.

Automation & Enhancements:

• Transition legacy workflows to Power Automate for better performance and scalability.

• Develop automated processes to optimize sales pipelines, account management, and revenue forecasts.

System Maintenance and Support:

• Troubleshoot, resolve, and document issues related to the CRM system.

• Optimize the CRM environment for performance and scalability.

• Maintain UAT and Production environments, deploying bug fixes and enhancements effectively.

Data Management:

• Implement data validation rules and automated processes to ensure data accuracy.

• Design and maintain custom revenue calculation logic, such as straight-line revenue allocation and manual adjustment mechanisms.

Client Collaboration:

• Interact with business stakeholders to gather technical and functional requirements.

• Provide training and technical support to end-users as needed.

Key Skills and Competencies

Technical Expertise:

• Proficiency in Microsoft Dynamics 365 Sales module.

• Strong experience in plugin development, JavaScript, C#, and SDK libraries.

• Hands-on experience with Azure services, PCMT, and SAP integrations.

Power Platform Skills:

• Extensive experience with Power Automate, Power BI, and custom workflows.

• Familiarity with creating efficient and scalable flows for complex business processes.

Problem-Solving and Analytical Thinking:

• Ability to analyze business problems and propose effective technical solutions.

• Skill in debugging complex systems and ensuring long-term system stability.

Communication Skills:

• Excellent verbal and written communication skills to interact with technical and non-technical stakeholders.

• Ability to document system changes and processes comprehensively.

Preferred Qualifications

• Certifications: Microsoft certifications like PL-400 (Power Platform Developer), PL-200, or D365 Functional Consultant certifications.

• Experience: Minimum of 4+ years in D365 CRM development, including the Sales module.

• Tools: Familiarity with Azure DevOps, Git, and CI/CD pipelines.