The foremost responsibility of a Dynamics 365 Consultant is to customize and maintain the CRM according to the organization or client requirement.
When a project is assigned to a Dynamics 365 consultant, they need to figure out two things:
- What are the requirements to complete the project?
- What is the desired final output?
Dynamics 365 Consultants are of two types. So according to the roles, their responsibilities also vary.
Responsibilities of Functional Consultants:
Functional consultants usually work on customizing the UI. This role does not require any coding or programming knowledge. They need to have good skills of:
- Security models
- UI development
- Business Units
- Data management, etc.
A functional consultant must make a design on all the necessary attributes, entities, forms, security roles, relationships, etc.
The next step is to make customizations according to the client requirements.
Responsibilities of Technical Consultants:
Technical consultants must have high-grade programming knowledge to customize the UI from the backend.
There are few prerequisites to become a technical consultant. They are:
- They should know basic customizations of CRM from UI.
- They should have knowledge of any object-oriented language like C#.
- Visual Studio 2017 or higher version installed on their system.
Technical consultants work on:
- Custom Workflows
- Xrm Tooling
- Client APIs
- HTML Web Resources, etc.
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