Acuvate - MS Dynamics 365 Developer - Power Pages

Role : D365 CRM Developer

Experience : 3-6 years

Location : Hyderabad

Position : Permanent

1. Dynamics 365 CRM Customization :

- Entity & Data Model Customization : Creating and modifying custom entities, fields, relationships, and forms.

- Business Logic : Implementing business rules, workflows, custom actions, and plugins for automating tasks and enforcing business processes.

- Custom UI Components : Writing JavaScript for custom forms and custom controls within the CRM to enhance the user experience.

- Security : Configuring security roles and permissions within Dynamics 365 to control access to data, records, and actions.

2. Power Pages Development :

- Portal Design & Customization : Using Power Pages to create external-facing portals that interact with D365 CRM data. These could include customer service portals, partner portals, or employee portals.

- Designing Pages : Building and styling pages to provide external users with a dynamic and responsive experience using HTML, CSS, and JavaScript.

- Portal Entities & Forms : Creating forms and views that pull data from Dataverse and display it on the portal. This often includes configuring entity lists and entity forms to interact with the CRM data seamlessly.

- Liquid Templates : Writing Liquid templates for dynamic content and templating on Power Pages, enabling you to customize how data from Dynamics 365 is presented to portal users.

3. Integration Between D365 CRM and Power Pages :

- Dataverse Integration : Power Pages pulls data from Dataverse, which powers Dynamics 365 CRM, ensuring a smooth integration between the CRM's internal data and the external-facing portal.

- Authentication & Authorization : Configuring authentication methods (e.g., Azure AD, OAuth, or external authentication for portal users) and managing permissions for different user types in both CRM and Power Pages.

- Power Automate : Leveraging Power Automate for workflow automation between Dynamics 365 and Power Pages. This can include processes like sending notifications, updating CRM records, or performing custom actions in response to user interactions on the portal.

4. Portal Security & User Management :

- Web Roles : Defining and managing web roles to control what external users can see and do in Power Pages based on their security level.

- External Authentication : Integrating SSO (Single Sign-On) solutions to manage user access securely, especially if the portal is for external customers or partners.

- Security Roles Mapping : Mapping CRM security roles to portal users to ensure data access is appropriately restricted based on business needs.

5. Optimization & Performance :

- Web Performance : Optimizing Power Pages for speed and efficiency. Ensuring quick data loads from Dynamics 365 CRM, caching data when necessary, and optimizing API calls.

- API Integration : Using Web API or OData services to fetch, create, and update data between Power Pages and Dynamics 365 CRM.

6. Application Lifecycle Management (ALM) :

- Environment Management : Developing and deploying solutions in a controlled and repeatable manner across different environments, like development, test, and production.

- Solution Deployment : Packaging customizations (entities, forms, etc.) into solutions that can be exported and imported across environments.

- Power Platform CI/CD : Setting up CI/CD pipelines to automate the deployment of solutions across environments using tools like GitHub Actions or Azure DevOps.

7. Collaboration & Reporting :

- Power BI : Integrating Power BI reports and dashboards into Power Pages portals for rich analytics and business insights.

- Power Apps : Embedding Power Apps (low-code apps) into Power Pages for enhanced functionality like mobile-friendly apps or interactive forms.