CRM Technical Consultant

Dynamics 365 CRM Consultant – Technical & Functional JD Job Title Dynamics 365 CRM Consultant (Technical / Functional) Job Summary We are looking for an experienced Microsoft Dynamics 365 CRM Consultant with expertise in both functional and technical areas. The role involves requirements gathering, solution design, system configuration, customization, development, integration, and user support for Dynamics 365 CRM. The consultant will work closely with business stakeholders to translate requirements into effective CRM solutions. --- Key Responsibilities Functional Responsibilities Engage with stakeholders to gather, analyze, and document business requirements. Translate business needs into functional specifications for Dynamics 365 CRM. Configure Dynamics 365 modules (Sales, Customer Service, Marketing, Field Service, etc.). Design business process flows, workflows, and dashboards. Support data migration, cleansing, and transformation activities. Provide end-user training and create user manuals. Conduct UAT (User Acceptance Testing) and support go-live activities. Ensure compliance with organizational policies, GDPR, and data security standards. Technical Responsibilities Customize entities, fields, forms, views, and dashboards in Dynamics 365 CRM. Develop plugins, custom workflows, and JavaScript for business logic. Create Power Automate flows for automation and integration. Build and deploy Power Apps (Canvas & Model-driven). Develop and integrate with external systems using APIs, Azure services, and custom connectors. Manage solution packaging and deployment across environments. Work with SQL Server, SSRS, and Power BI for reporting and analytics. Provide production support, debugging, and troubleshooting. --- Skills & Qualifications Education: Bachelor’s/Master’s in Computer Science, IT, or related field. Experience: 3–7+ years of relevant experience in Dynamics CRM/D365. Functional Skills Strong understanding of CRM business processes (sales cycle, customer service, marketing, field service). Experience with requirement gathering, gap analysis, and process mapping. Knowledge of Agile/Scrum methodologies. Technical Skills Expertise in Dynamics 365 CRM customization and configuration. Proficiency in C#, .NET, JavaScript, HTML, CSS. Experience with Power Platform (Power Apps, Power Automate, Power BI). SQL Server & FetchXML querying. Knowledge of Azure services (Logic Apps, Functions, Service Bus) is a plus. Familiarity with DevOps (Azure DevOps, CI/CD pipelines). --- Soft Skills Strong problem-solving and analytical skills. Excellent communication and stakeholder management. Ability to work independently and in cross-functional teams. Adaptability to fast-paced environments. --- Optional (Nice to Have) Microsoft Dynamics 365 certifications (e.g., MB-210, MB-220, PL-200, PL-400). Experience with customer engagement apps, portals, and omnichannel.