Job description
Description
We are looking for a Microsoft Dynamics 365 Customer Engagement (CE) Specialist with a minimum of 3 years of professional experience to join our team. The ideal candidate will have in-depth knowledge of the Dynamics 365 CE modules (Sales, Marketing, and Customer Service), possess strong technical skills, and be able to configure and customize solutions to meet our business needs. You will work closely with stakeholders to optimize CRM workflows, enhance customer experiences, and ensure the seamless integration of Dynamics 365 CE with other business systems.
Responsibilities:
- Configure and customize Dynamics 365 CE modules (Sales, Marketing, Customer Service) to fit business processes and enhance customer relationship management.
- Collaborate with business stakeholders to gather requirements, propose solutions, and implement tailored CRM workflows.
- Manage the integration of Dynamics 365 CE with other systems using tools such as Power Automate, Azure Logic Apps, and third-party APIs.
- Design and implement workflows, custom entities, business process flows, and automation to streamline processes and improve efficiency.
- Ensure data integrity and manage data migration strategies for smooth transitions to the Dynamics 365 CE environment.
- Provide user training, develop user guides, and deliver ongoing support to ensure effective system adoption and utilization.
- Monitor and troubleshoot issues within the Dynamics 365 CE environment, ensuring minimal downtime and quick resolution of system issues.
Requirements
- Minimum of 3 years of professional experience working with Microsoft Dynamics 365 Customer Engagement (CE).
- Strong experience with Sales, Marketing, and Customer Service modules of Dynamics 365 CE.
- Proficiency in Power Platform (Power Automate, Power Apps), with the ability to automate workflows and integrate with other systems.
- Experience in customizing entities, forms, views, and dashboards in Dynamics 365 CE.
- Strong knowledge of data management, including data migration, cleansing, and maintaining data integrity within Dynamics 365.
- Proficiency in creating reports and dashboards using Power BI and SSRS.
- Solid understanding of security roles, user permissions, and field-level security in Dynamics 365 CE.
- Familiarity with Azure Logic Apps, Power Automate, or third-party integration tools for system integration.
- Excellent problem-solving skills and the ability to troubleshoot technical issues quickly and effectively.
- Strong communication and collaboration skills, with the ability to work with both technical and non-technical stakeholders.
Nice to Have:
- Microsoft certifications in Dynamics 365 (e.g., Dynamics 365 Customer Service Functional Consultant Associate, Dynamics 365 Sales Functional Consultant Associate).
- Experience working in Agile or Scrum environments.
- Familiarity with Field Service and Project Service Automation modules.
- Basic knowledge of JavaScript or C# for custom plugin development.
If this sounds like you, we’d love to meet you!
