Ms Crm Technical Consultant

Datamatics

Bengaluru

On-site

INR 1,800,000 - 2,800,000

Full time

14 days+

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Job summary

Datamatics is seeking an experienced Dynamics 365 Developer with deep expertise in Customer Service Workspace (CSW) and Customer Insights Journeys (CI) to design, develop, and implement scalable CRM solutions in Bengaluru.

You will work hands-on across CSW configuration, CI journeys, plugins, workflows, and Power Platform integrations to deliver robust customer engagement The role requires collaboration with business and technical teams, knowledge of Azure services, and strong DevOps practices

Qualifications

  • Experience designing and implementing Dynamics 365 CSW configurations.
  • Hands-on development with Plugins, Workflows, and Web Resources using C#, JavaScript, TypeScript.
  • Proficiency in CI/CD using Git/Azure DevOps and DevOps practices.
  • Experience with Power Platform components (Power Apps/Power Pages) and PCF controls.
  • Knowledge of integration patterns with Azure services and REST APIs.

Responsibilities

  • Lead end-to-end Dynamics 365 CSW configuration and implementation.
  • Develop and deploy plugins, workflows, and web resources.
  • Implement and configure CI, CD, and source control workflows.
  • Collaborate with business teams to translate requirements into CRM solutions.
  • Enable AI features and Copilot capabilities to enhance agent productivity.
  • Coordinate across workstreams to ensure timely delivery and go-live readiness.

Skills

Dynamics 365
Customer Service Workspace
Customer Insights Journeys
Power Platform
C#
JavaScript
TypeScript
React
Azure DevOps
REST APIs

Tools

Azure Functions
Service Bus
Logic Apps
Web Resources
Plugins/Workflows

Job description

F2F interview
Job Summary:

We are looking for an experienced Dynamics 365 Developer with deep expertise in Customer Service Workspace with Contact Center (CSW) and Customer Insights Journeys (CI) to design, develop, and implement scalable CRM solutions. This role requires hands-on experience in configuring and customizing CSW components such as Voice and Chat channel setup, Workstreams, Session templates, Agent Scripts and Macros, as well as CI components such as Real-time marketing journeys, Segments, Email Templates, Compliance profiles, Event Management and in general integrations, and Power Platform tools. The consultant will be responsible for delivering high-quality solutions in collaboration with technical and business teams. This position involves hands-on development and coordination across multiple workstreams to ensure successful project outcomes.

Key Responsibilities:
Customer Service Workspace & Contact Center:
  • Develop end-to-end implementation and configuration of Dynamics 365 Customer Service Workspace (Contact Center).
  • Configure Session Templates, App Tabs, and Agent Scripts for guided agent experiences.
  • Develop and deploy Plugins, Custom Workflows, and Web Resources using C#, JavaScript, TypeScript and react.
  • Implement features like Knowledge Management, Smart Assist, SLA Management, and Unified Routing.
  • Set up Omnichannel for voice, chat, SMS, and social channels using Channel Integration Framework (CIF).
  • Configure Case Management, Entitlements, Queues, and Routing rules.
Customer Insights Journeys:
  • Design, develop, and configure solutions using Dynamics 365 Customer Insights Journeys, with a focus on real-time marketing, event-driven triggers and customized customer journeys.
  • Build and manage segments using demographic, behavioural, and transactional data to drive personalized customer interactions.
  • Configure Email and SMS Provider.
  • Create and customize marketing emails, SMS campaigns, push notifications, and event registrations.
  • Implement and manage consent and compliance settings, including subscription centres and compliance profiles.
  • Configure and maintain marketing forms, landing pages, and web behavioural tracking to support lead capture and engagement analytics.
General:
  • Develop and deploy Plugins, Custom Workflows, and Web Resources using C#, JavaScript, and TypeScript.
  • Integrate external systems using Azure Functions, Service Bus, Logic Apps, or REST APIs.
  • Develop Power Automate flows to support process automation and approvals.
  • Collaborate with business teams to gather requirements and translate into functional solutions.
  • Apply robust security models including Business Units, Security Roles, Field-Level Security, and Access Teams.
  • Enable Copilot and AI capabilities to support agent productivity and customer insights.
  • Use Git/Azure DevOps for version control, branching strategy, and source code management.
  • Should implement Unit Tests for plugins, web resource, function apps using frameworks like FakeXrmEasy or MSTest.
  • Should work on the tools Plugin Registration, Configuration Migration Tool, Package Deployer
  • Work collaboratively with business analysts, architects, and functional consultants in delivering technical solutions.
  • Drive solution design sessions and technical workshops for Field Service features.
  • Ensure alignment with best practices for D365 CE and the Power Platform.
  • Provide leadership during go-live phases and support transition to post-production environments.
  • Own the DevOps practices for solution management, branching strategies, and CI/CD pipelines.
  • Lead task allocation and provide technical oversight to ensure timely and quality delivery across the development team
  • Conduct code reviews and enforce coding standards to maintain high-quality, maintainable, and scalable solutions.
  • Create and maintain technical documentation, ensuring smooth knowledge transfer and support readiness
Added Skills:
  • Hands-on experience in Power Platform including Power Apps and Power Pages.
  • Build and deploy PCF (PowerApps Component Framework) controls for custom UI components.
  • Work on Azure DevOps for source control, build automation, and release pipelines.
  • Strong knowledge on Azure Services like Function App, Service bus, API Management, App Services, Key Vault.
  • Experience on D365 Modules Sales and Field Service
  • Hand-on Experience on React Framework for developing web resource
  • Certifications on Microsoft Dynamics and Azure
Process Skills:
  • Ability to analyze business needs and design scalable, quality-driven CRM solutions.
  • Experience working with Agile and DevOps methodologies, including backlog grooming and sprint reviews.
  • Proficient in using Azure DevOps for work tracking, automated deployments, and CI/CD pipelines.
  • Able to follow structured processes for documentation, quality checks, and change management.
  • Comfortable in delivering work that aligns with enterprise-grade security and compliance standards Role & responsibilities
Preferred candidate profile
Perks and benefits
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