MSDynamics365/NAV Expert

Required Skills:

Core CRM & Power Platform Expertise - Microsoft Dynamics 365 CRM (Model-Driven Apps)

• Entity modeling and relationship configuration
• Form and view customization
• Command bar and ribbon customization

- Business rules and JavaScript for client-side validation

• Security roles and field-level security
• Dataverse
• Schema design and optimization
• Table relationships (1:N, N:N, lookups)
• Managed vs. unmanaged solutions
• Environment variables and settings
• Power Automate / Logic Apps
• Workflow automation across CRM and external systems
• Error handling and retry logic
• Integration with NAV 5 via connectors or custom APIs
• Scheduled and event-driven flows

Portal & Integration Skills

Power Pages Portal

• Web page and form configuration
• Entity permissions and web roles
• Liquid templating and JavaScript for dynamic behavior
• API integration for real-time data exchange
• Authentication and Microsoft 365 identity integration
• API & Integration Development
• RESTful API consumption and publishing
• OAuth2 and token-based authentication
• Integration with Microsoft 365 services (Outlook, Teams, SharePoint)

Reporting & Analytics

• Power BI
• Data modeling and DAX
• DirectQuery and scheduled refresh from Dataverse
• Embedded dashboards in CRM or portal
• Role-based access to reports

ERP Knowledge

• Microsoft Dynamics NAV 5
• Custom connectors for NAV 5 or legacy systems
• Understanding of NAV schema and business logic
• Experience with legacy integration patterns (e.g., web services, flat files)
• Mapping NAV entities to CRM (e.g., customers, orders, inventory)

Development & Scripting

• JavaScript
• Form-level scripting for validation and UI enhancements
• Integration with business rules and custom controls
• C# / .NET (optional but valuable)
• Plugin development
• Custom workflow activities
• Azure Functions for scalable integrations

Governance & DevOps

• Solution lifecycle management (Dev/Test/Prod)
• ALM using Azure DevOps or GitHub
• Environment management, solution deployment
• Performance tuning and troubleshooting