About the Role
We are seeking a Dynamics 365 Customization Specialist to design, build, and maintain customizations within our Dynamics 365 Customer Engagement and Power Platform environment. This role will involve transforming business requirements into secure, scalable solutions while collaborating closely with business analysts, solution architects, and the IT security team in a highly regulated setting.
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Key Responsibilities
Solution Customization and Configuration
- Configure and customize Dynamics 365 CE modules, including tables, forms, views, fields, relationships, business rules, and dashboards.
- Build and maintain model-driven apps and, when necessary, canvas apps on the Power Platform.
- Design and manage Dataverse data models according to enterprise data standards.
- Develop business process flows to standardize case handling, approvals, and workflows.
Development and Extensibility
- 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 (Power Apps Component Framework) controls when standard components are insufficient.
- Automate processes with Power Automate cloud flows, including approvals and integrations.
Integration
- Integrate Dynamics 365 with internal systems using Dataverse Web API, REST/SOAP services, Azure Logic Apps, Azure Functions, and Azure Service Bus.
- Support data migration and data quality efforts using tools such as KingswaySoft, SSIS, or Azure Data Factory.
Security and Governance
- Configure security roles, business units, teams, field level security, and hierarchy security adhering to least privilege principles.
- Ensure all customizations comply with information security policies, data classification, and audit requirements.
- Maintain solution documentation, technical design documents, and change records.
ALM and Release Management
- Manage both managed and unmanaged solutions across Development, Test, UAT, and Production environments.
- Support CI/CD pipelines using Azure DevOps or Power Platform Pipelines.
- Follow formal change management and release processes.
Support and Stakeholder Engagement
- Provide L2/L3 support for production issues, including root cause analysis and fixes.
- Collaborate with business users to clarify requirements and propose solution alternatives.
- Assist with UAT and user training as needed.
Technical Requirements
Must Have
- 5+ years of experience in Dynamics 365 CE/CRM with extensive hands-on customization experience.
- Strong knowledge of Dataverse, model-driven apps, and solution architecture.
- Experience in plugin development using C#/.NET and client-side scripting with JavaScript.
- Proficiency in Power Automate and Power Apps in production environments.
- Familiarity with Dynamics 365 security model configuration.
- Experience with solution-based ALM across multiple environments.
- Integration experience utilizing Web API and Azure services.
Good to Have
- Development experience with PCF controls.
- Experience with Power Pages (Portals).
- Knowledge of Azure DevOps CI/CD for the Power Platform.
- Background in banking, financial services, or government entities.
- Familiarity with 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) is highly desirable.
Education
- Bachelor’s degree in Computer Science, Information Technology, or a related field.
Soft Skills
- Strong communication skills with both technical and business stakeholders.
- Highly disciplined regarding documentation and change control processes.
- Comfortable navigating strict governance and security frameworks.
- Ability to work independently and take responsibility for deliverables.
