Key responsibilities

 Assess customer Dynamics 365 Customer Engagement and Power Platform implementations across architecture, configuration, integrations, and environment setup.

 Ability to assess Dynamics 365 and Power Platform security and access models, including security roles, Business Units, teams, and user permissions.

 Evaluate the effectiveness of customer health, operational processes and workplace administration practices.

 Conduct indepth technical analysis of Dynamics 365 Customer Engagement apps, Dataverse structures, and app configuration.

 Review and enhance customer solution quality by contributing feedback to offering, validating implementation patterns, and strengthening application health through bestpractice guidance.

 Identify risks, blockers, misconfigurations, and performance issues across D365 Customer

Engagement infrastructure, customizations (plugins, workflows, JavaScript, C#), data models,

integrations, and overall environment health.

 Recommend improvements aligned with Microsoft best practices for Dynamics 365,

Dataverse, Power Apps, Power Automate, platform governance, ALM processes, and enterprise CRM modernization.

 Deliver professional,



customerfacing documentation summarizing health assessment findings,

environment configuration reviews, and recommended next steps for longterm platform success.

Required Qualifications

Minimum 5+ years of hands-on experience in the following areas:

Up to date product knowledge and familiarity with Dynamics 365 modules

 Dynamics 365 Sales

 Dynamics 365 Customer Service

 Dynamics 365 Field Service

 Up to date knowledge on the foundational technologies for Dynamics 365 and the Power

Platform

- Dataverse
- Power Apps
- Power Automate
- Power Platform admin center

 Model Driven app Administration, Customization and Integration experience

 Proven ability to assess and design effective Major Incident Response Plans (MIRPs) that align with operational SLAs and business risk tolerances.

 Experience in business continuity planning, incident response coordination, and process maturity assessments.

 Excellent communication and documentation skills for technical and executive stakeholders.

 Background in technical consulting or assessment-based delivery engagements.

📌 Customer Success Engineer (Bengaluru)
🏢 Trigent Software
📍 Bengaluru