Dynamics 365 CRM Solution Architect

1 day ago

Bengaluru, Karnataka, India beBeeTechnical Full time
Job Overview

We are seeking an experienced Technical Consultant to lead the implementation and customization of Microsoft Dynamics 365 CRM solutions. As a key member of our team, you will be responsible for designing, developing, and implementing custom CRM solutions that meet the specific business requirements of our clients.

Main Responsibilities:
  • Technical Design & Development
    • Design and develop custom CRM solutions using Microsoft Dynamics 365 CRM platform (including modules such as Sales, Service, and Marketing).
    • Customize Dynamics 365 CRM entities, forms, views, business rules, and workflows to meet specific business needs.
    • Implement and develop plugins, custom workflows, and Power Automate flows to automate business processes.
    • Develop custom web resources (HTML, JavaScript) for enhancing user interfaces and custom forms.
  • Integration & Data Migration
    • Implement system integrations between Dynamics 365 CRM and other enterprise applications (e.g., ERP systems, third-party APIs, legacy systems).
    • Work with Power Platform (Power BI, Power Apps, Power Automate) to enhance CRM solutions.
    • Perform data migration tasks from legacy systems into Dynamics 365 CRM, ensuring data integrity and consistency.
  • Customization & Configuration
    • Customize CRM applications and configure modules to ensure they align with the specific needs of the organization.
    • Implement and manage security roles and user access controls within Dynamics 365 CRM.
    • Configure business rules, process flows, scheduling, and notifications within Dynamics 365 CRM.
    • Implement service management configurations, including case management, SLA management, and service level agreements.
  • Performance Optimization
    • Conduct performance tuning on Dynamics 365 CRM and related integrations, ensuring responsiveness and scalability.
    • Troubleshoot and resolve technical issues within Dynamics 365 CRM applications and workflows.
    • Optimize custom scripts, workflows, and plugins to enhance CRM performance.
  • Testing & Quality Assurance
    • Ensure that all custom developments are thoroughly tested before deployment, using unit testing, integration testing, and UAT (User Acceptance Testing).
    • Provide feedback and solutions for any defects or gaps identified during testing.
    • Ensure the quality and security of the CRM solution through code reviews and peer testing.
  • User Training & Support
    • Provide training and support to users and business stakeholders on Dynamics 365 CRM features and custom applications.
    • Assist in the creation of user guides, documentation, and training materials.
    • Provide post-implementation support, troubleshooting, and resolving any ongoing issues with the CRM solution.
  • Collaboration & Stakeholder Management
    • Work closely with functional consultants, business analysts, and end-users to translate business requirements into technical specifications and solutions.
    • Participate in project planning, requirement gathering, and status meetings to ensure alignment with business objectives.
    • Collaborate with IT and business teams to align the development of CRM solutions with overall business strategies.
  • Ongoing Maintenance & Enhancement
    • Provide ongoing maintenance for Microsoft Dynamics 365 CRM solutions, including upgrades, patches, and new feature enhancements.
    • Ensure continuous improvement of the CRM platform by incorporating user feedback and evolving business needs.
    • Implement and monitor the change management process, ensuring all CRM changes are deployed in a controlled and documented manner.

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