CRM - Technical Consultant Job

Experience

6-8 Years

Job Description

ESSENTIAL DUTIES & RESPONSIBILITIES:

Dynamics 365 Engineering & Customization-
•    Lead the design, development, and deployment of customizations, plugins, workflows, and integrations for Dynamics 365 CE
•    Architect and implement solutions using C#, .NET, Azure Functions, and RESTful APIs, ETL Tools
•    Extend and integrate Dynamics 365 CE with Azure services (API Management, Service Bus, Data Factory)
•    Ensure CRM solutions are secure, performant, and aligned with enterprise architecture standards

Solution Design & Development-
•    Design, develop, and implement new modules and functionalities to improve business operations.
•    Optimize workflows, data models, and UI for improved user experience
•    Collaborate with product owners, UX designers, and stakeholders to refine user experiences
•    Stay up-to-date with Microsoft Dynamics 365 and Azure advancements to leverage new capabilities
•    Create and maintain technical documentation, solution blueprints, and architectural diagrams
•    Evaluate and recommend system solutions, balancing custom development and third-party tools

Continuous Improvement & Best Practices-
•    Participate in code reviews, technical discussions, and architecture planning
•    Establish and promote best practices, methodologies, and tools for Dynamics 365 solution delivery
•    Monitor emerging trends such as AI, automation, and machine learning in Dynamics 365 and recommend adoption where beneficial

Leadership & Collaboration-
•    Provide technical leadership and mentorship to development teams
•    Participate in agile ceremonies, sprint planning, and retrospectives
•    Promote best practices for Dynamics 365 development, including code quality, maintainability, and extensibility
•    Support web application engineers by providing advice, coaching, and educational opportunities

Maintenance & Support-
•    Monitor and reduce technical debt, ensuring long-term maintainability
•    Support and enhance deployed CRM solutions across environments
•    Ensure software meets quality, security, and extensibility standards

SKILLS & KNOWLEDGE

Minimum Qualifications:
•    5+ years of experience developing Microsoft Dynamics 365 CE customizations including plugins, JavaScript, Workflows, XRMToolbox
•    10+ years of experience using Visual Studio, C#, MVC, and ASP.NET, Web API
•    6+ years of experience in ETL tools development, Azure Data Factory preferred
•    Must have strong back-end development skills.
•    Proven experience implementing customizations and integrations for Dynamics 365 CE
•    Proficiency in relational database development using SQL Server
•    Demonstrated ability to create and communicate architectural diagrams, technical documentation, and solution blueprints
•    Active in writing and running unit tests
•    Ability to manage multiple priorities and work in a deadline-driven, collaborative environment
•    Strong written and verbal communication skills

Nice to Have:
•    Experience with KingswaySoft for data integration
•    Experience building cross-browser applications using web services, DHTML, XML, REST, and CSS
•    Familiarity with SSIS, NoSQL databases
•    Experience with CI/CD
•    Experience with plugin registration tool

Required Technical/ Functional Competencies

Requirement Gathering and Analysis:

• Working knowledge of requirement management processes and requirement analysis processes, tools & methodologies.
• Able to analyze the impact of change requested/ enhancement/ defect fix and identify dependencies or interrelationships among requirements & transition requirements for engagement.

Application Design:

• Basic knowledge of design principles and performance engineering concepts.
• Can create UI / Design and business logic elements and constraints, navigation, screen flow and layout.
• Create traceability matrix based on requirements.

Architecture tools and frameworks:

• Understanding of standard architectural principles, models, patterns, and integration points.
• Knowledge of non-functional areas like automation, performance, manageability, and portability.
• Ability to create process maps and architect systems based on functional and non-functional requirements.

Estimation and Resource Planning:

• Basic knowledge of estimation and resource planning techniques (WBS, FP, etc.).
• Able to identify required resources and utilize suitable estimation models for low-medium complete scenarios based on project scope.

Product/ Technology Knowledge:

• Working knowledge of technology product/platform standards and specifications.
• Able to implement code or configure/customize products and provide inputs in design and architecture adhering to industry standards/ practices in implementation.
• Analyze various frameworks/tools, review the code and provide feedback on improvement opportunities.

Test Management:

• Working knowledge of testing concepts, testing standards and best practices.
• Ability to create/review test cases, conduct unit testing, define metrics, and support testing processes.
• Perform integration testing, create integration test plans, execute automation test scripts/manual test cases, and perform regression tests.
• Document defects identified and perform defect fix.

Customer Management:

• Has working knowledge of customer's business domain and technology suite.
• Use latest technology, proactively suggest solutions to increase business, and understand customer's business.

Project Management:

• Demonstrates basic knowledge of project management process, tools, and templates.
• Execute small/non-complex projects, provide inputs to supervisor for project management, create and maintain a quality dashboard, and support project management reporting for assigned work area.

Domain/ Industry Knowledge:

• Working knowledge of customers' business processes and relevant technology platforms/products.
• Ability to prepare process maps, workflows, and business cases with application of industry standards and practices.
• Creation of medium to complex business models.

Required Behavioral Competencies

Accountability:

• Takes responsibility for and ensures accuracy of own work, as well as the work and deadlines of the team.

Collaboration:

• Participates in team activities and reaches out to others in team to achieve common goals.

Agility:

• Demonstrates a willingness to accept and embrace differing ideas or perceptions which are beneficial to the organization.

Customer Focus:

• Displays awareness of customers stated needs and gives priority to meeting and exceeding customer expectations at or above expected quality within stipulated time.

Communication:

• Targets communications for the appropriate audience, clearly articulating and presenting his/her position or decision.

Drives Results:

• Sets realistic stretch goals for self & others to achieve and exceed defined goals/targets.

Certifications