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Dynamics 365 CRM Support – Finance, Technical
AvanadeDynamics 365 CRM Support Engineer delivering functional and technical support for CRM applications. Focusing on improving customer outcomes and resolving issues across Dynamics 365 Customer Engagement.
Tech Stack
Tools & technologiesAzureJavaScript.NETTypeScript
About the role
Key responsibilities & impact- Provide day-to-day functional support for Dynamics 365 CRM applications, including Sales, Customer Service, Field Service, Marketing/Customer Insights and related Power Platform components
- Analyse client issues and requests, translating them into functional specifications, configuration changes, automation opportunities or development requirements
- Configure and support CRM processes across leads, opportunities, accounts, contacts, cases, queues, SLAs, knowledge management, work orders and customer journeys
- Prepare and maintain functional design documentation, technical notes, test scripts, release notes and support runbooks
- Facilitate workshops and triage sessions with clients to diagnose issues, confirm requirements and drive practical decisions
- Support data migration, data quality, duplicate detection, security role changes and Dataverse configuration activities
- Conduct functional and technical testing of configuration changes, customisations, integrations, patches and release items during sprint and release cycles
- Manage and prioritise support tickets, ensuring timely resolution aligned to SLA commitments
- Contribute to knowledge base articles and shared services documentation to improve team efficiency
- Support SIT, end-user training, UAT, release readiness and go-live activities
- Facilitate functional sessions and support status meetings with clients
- Own service deliverables including documentation, test plans and support artefacts, taking personal ownership of deliverables and outcomes.
Requirements
What you’ll need- Experience supporting Dynamics 365 CRM/Customer Engagement live environments
- Strong understanding of CRM processes across sales, customer service, field service and marketing/customer engagement
- Hands-on experience configuring Dataverse tables, columns, relationships, forms, views, dashboards, business rules, business process flows and security roles
- Ability to develop and maintain low-to-medium complexity customisations using JavaScript/TypeScript, Power Automate, plugins, custom workflow activities or custom APIs
- Experience with C#/.NET, Dataverse Web API, REST/OData services and integration patterns
- Support integrations between Dynamics 365 CRM and third-party systems using APIs, connectors and Azure Integration Services such as Logic Apps, Azure Functions or Azure Service Bus
- Experience using Azure DevOps for backlog management, work items, testing, releases or deployment tracking
- Familiarity with solution management, environment strategy, ALM and deployment practices across Dynamics 365 and Power Platform
- Perform basic troubleshooting across data, security, workflows, automation, integrations and performance issues
- Excellent communication skills, with strong analysis, documentation and client-facing support capability
- Positive, practical and can-do approach
- Appropriate Microsoft certifications.
Benefits
Comp & perks- Health insurance
- Professional development opportunities
- Work-life balance
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM Process ConfigurationCustom Workflow ActivitiesREST/OData ServicesData MigrationFunctional TestingIntegration PatternsBusiness Process FlowsSecurity Role ManagementAutomation OpportunitiesTest Plan Development
Soft Skills
Excellent CommunicationAnalytical SkillsClient-Facing SupportPositive AttitudeProblem-Solving
Certifications
Microsoft Certifications