Participate application life cycle management process
Migrate data and objects from legacy systems
Integrate and Manage Microsoft Power platform with other systems
reate CRM Entities, Fields, Views, Forms, Charts, Reports, and Dashboards and customize them
Understand Entity ownership, Audit log and their applicability.
Design and create Business Unit hierarchies
Understand platform?s access control mechanisms; Roles, Permissions, Owner & Access Teams, Access Team Templates, Field level security
Understanding of Relationships, Relationship behaviours, Relationship mappings, Different types of forms, Sub grids, Calculated and Role-up fields
Building Business Rules at different scopes & identifying the scopes based on the requirements
Understand, design and build; Business Process Flows and workflows
Ability to configure Customer Service App for SLA, Knowledgebase, Service Management
Understanding of Duplicate Detection Rules, Bulk Deletion, Import / Export of the data and efficient usage of Advance find.
Ability to estimate/identify user story points or work estimations for implementation of user stories / requirements
Identify to categorize the requirements that would be achievable through OOB features and those that need Customizations
Design Entity?relationship model
Understand the feasibility of a change in the system
Define integration needs when integrating D365 with external systems
Basic understanding of the functionalities around Customer Service and Sales apps and map customer requirements to related/relevant apps
Should objectively set rules for validating the deliverables
Perform unit testing across the customizations you are responsible to build & deliver
Breaking down a larger architecture into Module level requirements and their interactions and then further into user stories
Ability to convert User stories / requirements to implementation tasks
Understanding the client and technical prioritization of the tasks and guide the team members accordingly for the deliverables
Understand the applicability of Plugins, Custom Workflows and System Workflows
Understand any technical / functional dependencies, showstopper/bottleneck points and raise any concerns in timely manner
Having skills of preparing a flow diagram on MS Visio
Should understand managed/unmanaged solutions in the platform
Should understand solution versions and patches and solution layers
Should know how to work with CRM solutions, including/excluding components, increasing solution versions, exporting/importing solutions
Understand Continuous Integration & Continuous Delivery Model and aware of basic customizations needed for CRM Delivery
Be able to map and design clients owning Legacy/Business Data to CRMs Entity data model
Identifying data transformation needs from legacy system to D365.
Understand the role of Power Platform to integrate CRM with various other systems like Sharepoint, Office 365, One Drive, SMS gateway, Power Automate, Azure Application Insights, Data Export Services, Azure Data Lake etc.
To be able to monitor any system failures, Trace logs, integration logs, Application Insight logs and queries, performance bottlenecks and identify the possible root causes
Understanding of real time integrations in D365 (both incoming and outgoing) and dependency of these integrations on the other end systems.
5 to 7 years of working experience as Software Consultant
