Microsoft Dynamics 365 CE/CRM Consultant

Proso Ai Technologies; Hyderabad, Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Proso Ai Technologies seeks an experienced Microsoft Dynamics 365 Customer Engagement (D365 CE / CRM) Consultant to design, customize, and implement scalable CRM solutions. You will work across Customer Service, Sales, Marketing, and Omnichannel, collaborating with stakeholders and technical teams.

Responsibilities include building entities, forms, dashboards, workflows, and security roles, plus integrating D365 with third-party systems and maintaining plugins and Power Automate flows.

Qualifications

• 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 with JavaScript, TypeScript, C#, .NET, or related technologies.
• 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.

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.
• Develop and maintain plugins, custom workflows, JavaScript, Power Automate flows, and other D365 customizations.
• 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.

Skills

Dynamics 365 CE / CRM

D365 Customer Service

D365 Sales

D365 Marketing

D365 Omnichannel

Dataverse / CDS

REST APIs / Web APIs

Integrations

CRM architecture

Security roles

Power Apps

Power Automate

JavaScript

TypeScript

C#

.NET

Data migration

Tools

Power Automate

Job description

About the Role

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.
• Develop and maintain plugins, custom workflows, JavaScript, Power Automate flows, and other D365 customizations.
• 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 with JavaScript, TypeScript, C#, .NET, or related technologies.
• 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.