Microsoft Dynamics 365 CE/CRM Consultant

Proso.ai; Dadri; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Proso.ai is seeking an experienced Microsoft Dynamics 365 Customer Engagement (D365 CE/CRM) Consultant to join our team in India. The ideal candidate will work with stakeholders to design, customize, and implement scalable CRM solutions across Customer Service, Sales, Marketing, and Omnichannel.

You will develop entities, forms, views, dashboards, workflows, and security roles, and integrate D365 CE with third-party systems via APIs.

Qualifications

• Hands-on experience with Microsoft Dynamics 365 CE/CRM.
• Experience with D365 Customer Service, Sales, Marketing or Omnichannel.
• Strong understanding of Dataverse and Power Platform.
• Proficient in REST/Web APIs and system integrations.
• Ability to design, customize, and implement CRM solutions for clients.

Responsibilities

• Design, configure, customize, and implement D365 CE/CRM solutions.
• Work on modules including Customer Service, Sales, Marketing, and Omnichannel.
• Translate business requirements into scalable CRM solutions.
• Develop entities, forms, views, dashboards, workflows, and security roles.
• Integrate D365 CE with third-party applications and enterprise systems.
• Collaborate with architects, developers, and client stakeholders.
• Prepare technical documentation and support solution walkthroughs.

Skills

Dynamics 365 CE/CRM

Customer Service

Sales

Marketing

Omnichannel

Dataverse

Power Platform

Power Automate

REST APIs

Web APIs

CRM architecture

Tools

Power Apps

Job description

We are looking for an experienced Microsoft Dynamics 365 Customer Engagement (D365 CE / CRM) Consultant to join our team. The ideal candidate will have strong hands-on experience with Dynamics 365 Customer Service, Sales, Marketing and/or Omnichannel, along with exposure to modern CRM technologies and integrations.

The role involves working closely with business stakeholders, technical teams, and clients to design, develop, customize, and implement scalable CRM solutions.

Key Responsibilities

• Design, configure, customize, and implement Microsoft Dynamics 365 CE / CRM solutions.
• Work on modules including Dynamics 365 Customer Service, Sales, Marketing, and Omnichannel.
• Understand business requirements and translate them into effective CRM solutions.
• Develop and customize entities, forms, views, dashboards, workflows, business rules, and security roles.
• Integrate D365 CE with third-party applications and enterprise systems.
• Work with APIs, web services, and integration frameworks as required.
• Troubleshoot and resolve functional and technical issues within Dynamics 365.
• Collaborate with architects, developers, business analysts, QA teams, and client stakeholders.
• Participate in solution design, development, testing, deployment, and production support.
• Prepare technical documentation and contribute to development standards and best practices.
• Support client discussions, requirement workshops, demos, and solution walkthroughs.

Required Skills

• Strong hands-on experience with Microsoft Dynamics 365 Customer Engagement / CRM.
• Good experience in one or more of: D365 Customer Service, D365 Sales, D365 Marketing & D365 Omnichannel
• Strong understanding of Dataverse / Common Data Service.
• Experience developing/customizing D365 plugins, workflows, Power Automate, and business process flows.
• Good understanding of REST APIs, Web APIs, integrations, and data migration.
• Strong knowledge of CRM architecture, security roles, solutions, and environment management.
• Good understanding of Power Platform, particularly Power Apps and Power Automate.