Microsoft Dynamics CRM Technical Consultant

Overview The Microsoft Dynamics CRM Technical Consultant plays a pivotal role in the implementation and customization of Microsoft Dynamics CRM solutions. This position requires a blend of technical expertise and business acumen to ensure that the CRM system meets the specific needs of clients. The consultant will work closely with clients to understand their requirements, design solutions, and provide ongoing support and training. With the increasing demand for CRM systems in various industries, this role is essential for organizations looking to enhance their customer relationship management capabilities.

Responsibilities CRM Development & Customization

Design, develop, and maintain

custom CRM modules, entities, workflows, plug-ins, and integrations .

Configure and customize

forms, dashboards, and business rules

to enhance usability.

Implement system enhancements using

C#, .NET, JavaScript, and Power Platform tools .

System Integration & Data Management

Integrate Microsoft Dynamics CRM with ERP (AX / D365), HR, Finance, and third-party applications.

Build and manage

APIs, web services, and middleware solutions

to connect systems.

Ensure

data accuracy, migration, and synchronization

across platforms.

Performance, Optimization & Governance

Monitor CRM system performance and conduct tuning for scalability and reliability.

Establish coding standards, technical documentation, and best practices.

Implement

role-based security and compliance controls .

Business Engagement & Solution Delivery

Collaborate with

business leaders and stakeholders

to gather and validate requirements.

Translate business requirements into

technical specifications and functional designs .

Support

testing, prototyping, and UAT

to ensure successful delivery.

Provide

training and knowledge transfer

for business and technical users.

System Upgrade & Transformation Support

Lead CRM-related activities during

system upgrades and migrations .

Redesign and validate reports, dashboards, and workflows to align with upgraded versions.

Ensure continuity and stability of CRM during

digital transformation initiatives .

Skills Qualifications & Experience

Bachelor’s degree in computer science, Information Systems, or related field.

Microsoft Certified : Dynamics 365 CRM certification (preferred).

3+ years’ hands-on experience in

Microsoft Dynamics CRM / Dynamics 365

development and implementation.

Strong experience in :

Plug-in development, workflows, form scripting, and customization.

• .NET development (ASP.NET, AJAX, WCF, WF, Silverlight).

Microsoft Dynamics CRM SDK, APIs, and Web Services.

Strong knowledge of

SQL Server

(database design, stored procedures, SSRS, SSIS).

Proven experience in

large-scale CRM deployments, upgrades, and ERP / CRM integrations .

Key Competencies

Strong problem-solving and analytical skills.

Ability to work with

C-level stakeholders and cross-functional teams .

Excellent communication skills, with the ability to translate technical concepts into business language.

Strong documentation, technical design, and presentation skills.

Commitment to quality, system security, and continuous improvement.

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