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Dynamics 365 Consultant

Job Type

Full Time-Remote

About the Role:

Designing Entity–relationship model

Define integration needs when integrating D365 with external systems

Migrate data and objects from legacy systems

Integrate and Manage Microsoft Power platform with other systems

Mapping and designing client's owning Legacy/Business Data to CRM's Entity data model

Identifying data transformation needs from legacy system to D365

Create CRM Entities, Fields, Views, Forms, Charts, Reports, and Dashboards and customize them

Design and create Business Unit hierarchies

Building Business Rules at different scopes & identifying the scopes based on the requirements

Setting rules objectively for validating the deliverables

Perform unit testing across the customizations you are responsible to build & deliver

Breaking down a larger architecture into Module level requirements and their interactions and then further into user stories


Experience: 2+ years of working experience

Qualification: Bachelors or Masters degree in relevant technical fields (Computer Science, Engineering)

  • Good understanding of Entity ownership, Audit log and their applicability.

  • Understand platform’s access control mechanisms; Roles, Permissions, Owner & Access Teams, Access Team Templates, Field level security

  • Understanding of Relationships, Relationship behaviours, Relationship mappings, Different types of forms, Sub grids, Calculated and Role-up fields

  • Understand, design and build; Business Process Flows and workflows

  • Ability to configure Customer Service App for SLA, Knowledgebase, Service Management

  • Understanding of Duplicate Detection Rules, Bulk Deletion, Import / Export of the data and efficient usage of Advance find.

  • Ability to estimate/identify user story points or work estimations for implementation of user stories / requirements

  • Understand the feasibility of a change in the system

  • Basic understanding of the functionalities around Customer Service and Sales apps and map customer requirements to related/relevant apps.

About the Company:

We offer cutting-edge, innovative and customizable business solutions in the areas of marketing, sales and service management.

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