What will be the job responsibilities of Microsoft Dynamics 365 consultants?

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:

  • Entities
  • Solutions 
  • Workflows
  • 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#.
  • They should have skills in HTML, JavaScript, etc.
  • Visual Studio 2017 or higher version installed on their system.

Technical consultants work on:

  • Plugins
  • Custom Workflows
  • Xrm Tooling
  • Client APIs
  • HTML Web Resources, etc.


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