- Investigate and resolve moderately complex CRM issues related to Customer Service and Field Service functionalities, workflows, data integrity, and performance.
- Act as the primary point of contact for escalations from L1 support teams.
- Perform root cause analysis and provide workarounds or permanent fixes.
- Assist with CRM configuration, security roles, and access management within the Customer Service and Field Service environments.
- Collaborate with business users to understand issues and document solutions in a knowledge base.
- Support case management, service level agreements (SLAs), and Omnichannel configurations.
Level 3 (L3) Support:
- Handle advanced troubleshooting for CRM-related technical problems, including API failures, custom plugins, integrations, and issues specific to Field Service Scheduling, Work Order Management, and Resource Scheduling.
- Work with development teams to analyze and resolve code-related defects in customizations, plugins, or workflows, particularly within Field Service and Customer Service.
- Perform system upgrades, patch deployments, and release management for the Customer Service and Field Service modules.
- Optimize SQL queries, data storage, and CRM performance tuning to enhance Customer Service and Field Service operations.
- Engage with Microsoft Support for critical escalations and service requests.
Required Skills & Qualifications:
- 3+ years of experience in Microsoft Dynamics 365 CRM (CE) support, implementation, or development, with a focus on Customer Service and Field Service modules.
- Strong knowledge of Power Platform (Power Apps, Power Automate) and CRM customization, particularly in service modules.
- Expertise in CRM Security Model, Business Rules, Workflows, plugins and JavaScript in Customer Service and Field Service contexts.
- Experience with SQL Server, FetchXML, SSRS, and Dataverse.
- Knowledge of C#, .NET, and CRM SDK for debugging and customization, especially for service-related processes.
- Familiarity with Azure services, API integrations, and ALM processes for the Customer Service and Field Service modules.
- Excellent problem-solving and analytical skills.
- Strong communication skills to interact with technical and non-technical stakeholders.
Preferred Qualifications:
- Microsoft Certified: Dynamics 365 Customer Engagement (CE) certifications.
- Experience in Azure DevOps, CI/CD pipelines, and Power BI.
- Knowledge of ITIL processes for incident and change management, with an understanding of service operations in the context of customer support and field service.
- Experience with Omnichannel for Customer Service, Field Service Mobile App, Work Order Management, and Service Scheduling in Dynamics 365 CRM