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Key Responsibilities and Required Skills for Dynamics CRM Developer

💰 $90,000 - $140,000

ITMicrosoft Dynamics 365CRMPower PlatformDevelopment

🎯 Role Definition

We are seeking a seasoned Dynamics CRM Developer to design, build, and maintain Microsoft Dynamics 365 / Power Platform solutions that streamline sales, service, and marketing business processes. The ideal candidate combines hands‑on technical expertise with strong business acumen to translate stakeholder requirements into scalable, secure, and maintainable CRM applications. This role focuses on customizations (plugins, workflows, JavaScript), integrations (REST/Web API, Azure services, KingswaySoft), data migrations (SSIS/KingswaySoft), and end‑to‑end solution delivery using Azure DevOps and Dynamics solution management.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Junior .NET Developer with exposure to CRM or ERP systems
  • CRM Administrator / Support Analyst working with Dynamics 365
  • Business Systems Analyst or functional consultant with Power Platform experience

Advancement To:

  • Senior Dynamics CRM Developer / Lead Developer
  • Dynamics 365 Solution Architect or Power Platform Architect
  • CRM Technical Architect or Head of CRM Engineering

Lateral Moves:

  • Power Platform Developer / Power Apps Specialist
  • Integration Engineer (Azure / iPaaS)
  • Business Systems Analyst (CRM-focused)

Core Responsibilities

Primary Functions

  • Architect, design and implement Dynamics 365 CE / CRM solutions, including custom entities, relationships, forms, views, business rules, and client scripts to meet complex business requirements while following best practices for solution design and maintainability.
  • Develop server-side customizations using C#, .NET and the Dynamics XRM SDK: plugins, custom workflow activities, and secure service integrations with robust exception handling and telemetry.
  • Build and maintain client-side logic using JavaScript/TypeScript and the Unified Client API to create responsive, performant form and ribbon behavior for model‑driven and legacy form experiences.
  • Implement and optimize integrations between Dynamics 365 and external systems using Web API/REST, SOAP, Azure Functions, Logic Apps, Service Bus, and middleware tools such as KingswaySoft, Scribe or SSIS.
  • Lead data migration planning and execution for on‑boarding and consolidation projects using SSIS, KingswaySoft, Data Export Service and Dataverse import/export strategies; design data mappings, deduplication, and reconciliation processes.
  • Author and maintain reusable solution components and managed/unmanaged solutions; manage solution layering, publisher configuration, and environment packaging to support Dev/Test/Prod lifecycle.
  • Configure Dataverse (formerly Common Data Service) entities, relationships and business rules; implement governance and data modeling standards to ensure consistency and long‑term extensibility.
  • Create, test and maintain Power Automate flows and Power Apps (model-driven and canvas) to automate business processes and surface CRM data to end users, ensuring secure connectors and error handling.
  • Establish and maintain source control, automated build and deployment pipelines using Azure DevOps or GitHub Actions for Dynamics solutions, enabling CI/CD across multiple environments and versions.
  • Design and implement robust security model: business units, security roles, teams, field‑level security, and record‑level sharing to meet compliance and least‑privilege requirements.
  • Develop and optimize FetchXML, complex queries and server‑side data access patterns; implement SQL/Indexed views (where applicable), plugins and async processing to improve performance for large data volumes.
  • Conduct performance profiling, memory/heap analysis and tune long-running plugins, workflows and queries; apply caching and batching patterns to ensure CRM responsiveness under load.
  • Create technical design documentation, solution architecture diagrams, and runbooks; produce clear deployment guides and rollback plans for upgrade/patch windows.
  • Lead code reviews, unit testing, integration testing and automated test scenarios for CRM customizations to maintain code quality and reduce production incidents.
  • Troubleshoot complex production issues, perform root cause analysis, and provide timely workarounds and permanent fixes while tracking SLAs and communicating status to stakeholders.
  • Integrate Dynamics 365 with Office 365 services (Exchange, Outlook, SharePoint) and Microsoft Teams to enable collaboration and enhance user experience.
  • Support Dynamics 365 upgrade and patch planning, perform pre‑upgrade validation, resolve deprecated API usage and refactor customizations for platform changes.
  • Provide subject matter expertise during requirements gathering, facilitate client and stakeholder workshops, and translate business processes into solution roadmaps and epics for agile delivery.
  • Mentor and coach junior developers, CRM administrators and technical consultants on Dynamics best practices, coding standards and solution patterns.
  • Maintain observability and monitoring for CRM solutions using Application Insights, Azure Monitor or third‑party tools; ensure telemetry and alerting for key business transactions.
  • Implement governance for third‑party add-ons, ISV solutions and managed packages; evaluate risks and ensure compatibility with existing customizations.
  • Support user acceptance testing (UAT), produce training materials, and deliver end‑user training sessions to drive user adoption and reduce support overhead.
  • Ensure solutions comply with regulatory and data privacy requirements (GDPR, HIPAA where relevant) — design data retention, encryption and auditing controls as needed.
  • Participate in sprint planning, backlog grooming and agile ceremonies with cross‑functional teams to align technical tasks to business priorities and release timelines.

Secondary Functions

  • Support ad-hoc data requests and exploratory data analysis.
  • Contribute to the organization's data strategy and roadmap.
  • Collaborate with business units to translate data needs into engineering requirements.
  • Participate in sprint planning and agile ceremonies within the data engineering team.
  • Assist the helpdesk with escalated CRM incidents and provide second/third line support during business-critical outages.
  • Evaluate new Platform features and roadmap items (Power Platform, Dataverse, Dynamics updates) and propose adoption plans.
  • Maintain and evolve integration test harnesses and sandbox environments for safe experimentation and proof-of-concept work.

Required Skills & Competencies

Hard Skills (Technical)

  • Microsoft Dynamics 365 Customer Engagement (Dynamics CRM) — configuration, customization and solution management.
  • Microsoft Power Platform: Power Apps (model-driven & canvas), Power Automate (flows), Dataverse (CDS) design and administration.
  • C#, .NET Framework / .NET Core and Dynamics XRM SDK for server-side plugins and custom workflow activities.
  • JavaScript and TypeScript for client scripting using the Unified Client API (form scripting, ribbon commands, client-side validations).
  • Web API / REST and SOAP integration patterns; experience with OAuth, Azure AD authentication and secure service-to-service integration.
  • SQL Server and T-SQL for reporting, performance tuning and complex data retrieval; experience with SSIS and ETL tools.
  • ETL / Data Migration tools: KingswaySoft, SSIS, Scribe, Data Export Service or similar.
  • Azure services: Azure Functions, Logic Apps, Service Bus, Application Insights, Azure DevOps pipelines and ARM templates.
  • Solution lifecycle management: managed/unmanaged solutions, solution layering, environment strategies and backup/restore processes.
  • Source control and CI/CD: Git, Azure DevOps, release pipelines, pull requests, branch strategies and automated deployments for Dynamics solutions.
  • FetchXML, QueryExpression, and Web API query optimization for large data volumes.
  • SSRS, Power BI or reporting tools to build operational and analytical reports integrated with Dynamics data.
  • XrmToolBox and common community tools for migrations, mapping, and diagnostics.
  • Experience with CRM security model: roles, teams, business units, field-level security and record sharing.
  • Familiarity with Dynamics on-premise and online deployments and implications for integration and customization patterns.

Soft Skills

  • Strong stakeholder management and ability to translate business requirements into technical designs that non-technical audiences understand.
  • Excellent verbal and written communication, able to write clear technical documentation and present architecture to senior stakeholders.
  • Analytical problem solving and debugging skills; methodical approach to RCA and incident mitigation.
  • Agile mindset: ability to operate in Scrum/Kanban teams, estimate work, and collaborate across cross-functional squads.
  • Time management, prioritization and ability to deliver under tight deadlines and competing priorities.
  • Coaching and mentoring — grow junior engineers and convey engineering best practices.
  • Customer-focused, with attention to quality, usability and adoption.
  • Adaptability and continuous learning — stay current with Dynamics 365 and Power Platform ecosystem updates.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor’s degree in Computer Science, Information Systems, Software Engineering, or related technical discipline (or equivalent practical experience).

Preferred Education:

  • Master’s degree in Computer Science, Information Systems or MBA with substantive technical experience.
  • Microsoft certifications such as Microsoft Certified: Power Platform Developer Associate or Dynamics 365 certifications.

Relevant Fields of Study:

  • Computer Science
  • Software Engineering
  • Information Systems
  • Business Information Technology

Experience Requirements

Typical Experience Range:

  • 3–7 years working with Microsoft Dynamics CRM / Dynamics 365 and Power Platform; 5+ years preferred for senior roles.

Preferred:

  • 5+ years of hands-on development experience building and deploying Dynamics 365 customizations, integrations and data migrations.
  • Proven track record implementing enterprise CRM solutions, participating in full project lifecycle from discovery through production support.
  • Experience working in regulated industries or on projects with stringent security/compliance requirements is a plus.
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