Dynamics CRM Consultant

• Understanding the Solution Design Document and deriving technical specifications.
• Responsible for developing custom solutions using programming languages like C#, JavaScript, and .NET, as well as utilizing the Power Platform (Power Apps, Power Automate).
• Performing unit testing and integration testing to ensure the quality and functionality of the implemented solutions. Co-ordinating with Functional Consultant for testing and bug fixing.
• Working on creating solution(s), adding required components and performing scheduled deployments throughout multiple environments like development, staging & production.
• Ability to work with Azure DevOps for tracking work items (Epics, Features, User Stories, Tasks), backlogs, sprints, and dashboards for task management and progress visualization. Understanding of version control & CI/CD Pipelines.
• Adhering to coding guidelines and best practices
• Working closely with other team members for completion of projects related to the CRM system.
• Maintain code repository and source control.
• Follow Sprint plan, deployment plan and Migration plan created by Technical Architect.
• Preparing training material for junior resources.

• Dynamics 365 Customization and Configuration

  :

  Ability to configure entities, fields, forms, views, workflows, and other aspects of the CRM system.

• CRM SDK

  : Understanding the Software Development Kit for Dynamics 365, which provides tools and resources for customization and development.

• Plugins and Workflows:

  Creating and managing plugins and workflows to automate business processes and extend functionality.

• Web Resources:

  Developing and utilizing web resources (HTML, CSS, JavaScript) to enhance the user interface and customize the CRM.

• API Integration:

  Proficiency in using APIs to integrate Dynamics 365 with other systems and applications.

• Data Management:

  Understanding data models, performing data migrations, and ensuring data integrity.

• Security Configuration:

  Implementing security roles, permissions, and other security features to protect sensitive data.

• Reports:

  Developing SSRS reports using Microsoft SQL and FetchXML

• Power Platform:

  Familiarity with Power Apps, Power Automate, Power Pages and other tools within the Power Platform ecosystem.

• C#:

  Essential for developing plugins, custom workflows, and other server-side logic within Dynamics 365.

• JavaScript:

  Used for client-side scripting, enhancing user interface interactions, and creating web resources.

• SQL:

  Crucial for database management, querying data, and extracting valuable insights.
• .

  NET:

  A framework often used in conjunction with C# for Dynamics 365 development.

• Kingsway Soft:

  Understanding of the Kingswaysoft integration & data migration tool for mid to large scale migrations & integrations.

Qualifications

• Bachelor s degree in related field from an accredited college or university preferred
• In lieu of undergraduate degree, the ratio is 1:1 - meaning one year of college equals one year of work experience and vice versa
• Dynamics 365 CRM certification preferred (Configuration and Customization, Sales, Service, Marketing, Field Service, Professional Service Automation)

• Customarily has at least 4-6 years of customer facing project management or client engagement experience
• Customarily has at least 4-6 years of technical experience
• Demonstrated experience with designing and implementing integrations, solid understanding or integration requirements between CRM and ERP systems preferred
• Demonstrated experience in business process design and documentation as they pertain to Dynamics 365 CRM. This includes Sales, Service, Field Service and Professional Service Automation preferred
• Experience with Power BI and/or other reporting solutions relative to Dynamics 365 CRM a plus
• Vertical Knowledge a plus (finance / manufacturing /healthcare/ etc.)

• Synoptek core DNA behaviors:

  • Clarity:

    Possesses excellent communication skills, makes a concentrated effort to speak the customers language. Ability to field questions with concise, well-constructed responses

  • OwnIT:

    Shows integrity, innovation, and accountability in completing daily assignments

  • Results:

    Solutions focused and driven to resolve conflict quickly and precisely. Proactively looks for opportunities to contribute to the company s business goals

  • Growth:

    Willing to learn and ask questions. Constantly looking for new ways to improve yourself. Ability to adapt and grow in a fast-paced environment

  • Team:

    Embraces both customers and colleagues as team members. Ability to be flexible, respectful, engaged and collaborative
• Deep business knowledge, able to elaborate on firsthand experiences
• Ability to understand business requirements and translate those into system configuration