Technical Consultant - CRM

Posted 3 Days Ago
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Makati City, Metro Manila, National Capital Region, PHL
In-Office
Mid level
Information Technology • Software • Business Intelligence • Consulting
The Role
Design, develop, implement, and support Microsoft Dynamics 365 (D365) and Power Platform solutions: configure apps, build plugins/custom workflows, perform data migrations, integrations, deployments, reporting, testing, training, and provide ongoing technical support.
Summary Generated by Built In
Company Description

UNIFY Dots is a global technology and software solutions company specialising in Microsoft Dynamics 365-based solutions. We are seeking a CRM Technical Consultant with significant experience in designing, developing, implementing, and supporting Microsoft Dynamics 365 Customer Engagement (CRM) solutions. This is a full-time role with a hybrid working arrangement, 3x a week onsite.

Job Description

  • Conducting technical analysis of Microsoft Dynamics 365 Sales, Customer Services, Field Service, Marketing and Power Platform Apps (collectively known as “D365”). 

  • Developing business solutions within D365 and Power Platform by performing technical configuration including, but not limited to, power automates, canvas apps, power pages workflows, security roles, batch jobs, data migration and import jobs and other related tasks. 

  • Developing plugins, custom workflows/actions for customizations in D365 that is in line with recommended best practices. 

  • Configuring D365 Reports & Dashboards for required enhancements. 

  • Writing technical design documents for customizations, reports, integrations, and data mapping. 

  • Performing Data mapping, data import/migration from/to D365. 

  • Performing solution deployments. 

  • Performing integration between D365 and other systems. 

  • Conducting training on technical areas of D365 including security, integrations, data imports, report and dashboard configuration, user setup. 

  • Conducting Build Verification Testing (“BVT”) once a release is made to validate the release. 

  • Providing technical support for D365 and associated technologies including performing root cause analysis and documenting the resolution on the portal. 

  • Writing 1-2 D365 Technical blog articles per year on the Unify Dots blog. 

  • Performing other related duties. 

Qualifications

  • Bachelor’s Degree. 

  • Minimum of 3 years of Microsoft Dynamics 365 CRM experience. 

  • Knowledge of D365 apps/modules and Power Platform Fundamentals, its components, and services.  

  • Hands on CRM implementation experience; on the top of any of D365 app such as Sales, Customer Service, Field Service etc. 

  • Hands on experience in the configuration and set up of D365 with customization using related technologies such as C#, .Net, plugins, custom actions, custom workflows, Java scripts, Custom APIs 

  • Hands on experience in developing Power Automates 

  • Hands on experience in Visual Studio, .Net. 

  • Good analytical skills: ability to build logic, critical thinking, research & development.   

  • Experience as a .Net developer is a big plus. 

  • Experience in development of canvas apps or power pages is a big plus. 

  • Communication: Good verbal and written English-language communication skills. 

  • Certified in Microsoft Dynamics 365 Customer Engagement/ CRM Customization 

Additional Information

Benefits 

  • Market competitive compensation. 

  • Medical Insurance for Team member + Spouse + Children + Parents. 

  • Laptop for Work from Home while working at Unify Dots 

  • People before Profit Culture that values team members over financial numbers.  

Skills Required

  • Bachelor's Degree
  • Minimum of 3 years of Microsoft Dynamics 365 CRM experience
  • Knowledge of D365 apps/modules and Power Platform Fundamentals
  • Hands-on CRM implementation experience with D365 (Sales, Customer Service, Field Service, etc.)
  • Experience configuring and customizing D365 using C#, .NET, plugins, custom actions, custom workflows, JavaScript, Custom APIs
  • Hands-on experience developing Power Automates
  • Hands-on experience with Visual Studio and .NET
  • Good analytical, logic-building, research and critical thinking skills
  • Strong verbal and written English communication skills
  • Certified in Microsoft Dynamics 365 Customer Engagement / CRM Customization
  • Experience as a .NET developer
  • Experience developing canvas apps or Power Pages
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The Company
136 Employees
Year Founded: 2016

What We Do

Unify Dots is a global technology solutions provider and Microsoft Gold Certified Partner specializing in digital transformation. The company helps businesses 'connect the dots' by providing comprehensive business applications, including ERP, CRM, AI, Analytics, and Field Service software. They specialize in implementing Microsoft Dynamics 365 across various industries, such as agriculture and banking, to improve operational efficiency and stakeholder engagement.

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