Dynamics 365 Customization Specialist

Role Summary

Key Responsibilities

• Configure and customize Dynamics 365 CE modules, including tables, forms, views, fields, relationships, business rules, and dashboards.
• Build and maintain model-driven apps and, where needed, canvas apps on the Power Platform.
• Design and manage Dataverse data models in line with enterprise data standards.
• Develop business process flows to standardize case handling, approvals, and workflows.
• Develop plugins (C#/.NET) and custom workflow activities for server-side logic.
• Write client-side scripts in JavaScript/TypeScript for form events and UI behavior.
• Build PCF controls where standard components fall short.
• Automate processes with Power Automate cloud flows, including approvals and integrations.
• Integrate Dynamics 365 with internal systems through Dataverse Web API, REST/SOAP services, Azure Logic Apps, Azure Functions, and Azure Service Bus.
• Support data migration and data quality work using tools such as KingswaySoft, SSIS, or Azure Data Factory.
• Configure security roles, business units, teams, field-level security, and hierarchy security following least privilege principles.
• Manage managed and unmanaged solutions across Dev, Test, UAT, and Production environments and support CI/CD pipelines.

Technical Requirements - Must Have

• 5+ years in Dynamics 365 CE / CRM with deep hands-on customization experience.
• Strong knowledge of Dataverse, model-driven apps, and solution architecture.
• Plugin development in C#/.NET and client-side scripting in JavaScript.
• Power Automate and Power Apps experience in production environments.
• Dynamics 365 security model configuration.
• Solution-based ALM across multiple environments.
• Integration experience using Web API and Azure services.

Good to Have

• PCF control development.
• Power Pages (Portals).
• Azure DevOps CI/CD for Power Platform.
• Experience in banking, financial services, or government entities.
• Exposure to case management or complaints handling workflows.

Certifications (Preferred)

• Microsoft Certified: Power Platform Developer Associate (PL-400).
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (MB-230).
• Microsoft Certified: Power Platform Functional Consultant Associate (PL-200).
• Microsoft Certified: Power Platform Solution Architect Expert (PL-600), a strong plus.

Education and Soft Skills

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• Clear communicator with both technical and business stakeholders.
• Disciplined about documentation and change control.
• Comfortable working within strict governance and security frameworks.
• Able to work independently and own deliverables.