Today Microsoft Dynamics 365 is at the core of a customer-centric world and companies are ready to generously pay for its customization and configuration. Businesses get personalized systems, Dynamics 365 consultants get their rewards. Fair enough, right?

Who is MS Dynamics 365 Consultant?

MS Dynamics Consultant configures, customizes and extends Microsoft Dynamics 365/CRM to the business needs.

FAQ
MS Dynamics 365 (formerly MS Dynamics CRM) - is a category of software that covers a broad set of applications designed to help businesses manage many business processes: customer data, access business information, automate sales, track leads, marketing, clients and contacts, employees, partners, etc. Today's CRM software is highly scalable and customizable, but requires a lot of modifications and technical skills to meet the business needs.

TOP 3 questions you may be wondering:

  1. What background should MS Dynamics consultant have?
  2. Where should I start?
  3. Should I go certified first?

What background should MS Dynamics consultant have?

Majority of MS Dynamics 365 consultants in a past life were IT admins, general software devs, IT freelancers and generally those “IT guys”. But among them there are also managers, salespersons, recruiters and even copywriters. Over 90% of pros are in MS Dynamics industry by an accident. So, it’s all in your hands.

Where should I start?

Becoming MS Dynamics 365 consultant can be a long way, that requires hard work and nerves. We’d say that there are 4 stages of MS Dynamics 365 professional evolution: 1. Regular User, 2 Customizer, 3 Developer, 4 Platform Developer.

Dynamics CRM Developer Evolution

How can you consult on something you don’t know? You MUST:

  1. know and understand user interface and navigation (keep in mind that interface in each version is quite different), terminology and why companies pay for Dynamics customization (what’s the point of it)
  2. become “mates” with Dynamics CRM SDK (tools, documentation, sample codes)
  3. learn: difference between configuration, customization, development
FAQ
Configuration - the operations in order to manage the system [create Business Units, manage team members, etc.]
Customization - the operations in order to adapt the system to the company needs and specific cases [add a new field, modify a view, etc.]
Development - all the processes added to CRM in order to adapt or change the standard behavior [create a plugin attached to the update message of a contact, develop plug-in, create a new custom workflow activity to be used inside workflows]
  1. learn the business and its processes (each has its niceties)
  2. learn, learn…and learn. You must seek for new things. You can start reading CRM blogs that usually provide some tech help, codelines, tips, that can introduce you to CRM functionality.
  3. get the certificate, after passing the exam
TIP: Official MS Dynamics 365 Website | Official Dynamics 365 Blog | MS Dynamics 365 Twitter | TOP 35 Dynamics CRM blog | MS Dynamics CRM MVPs and their blogs

Should I go certified first?

Certification is a status/rank, but not the knowledge or even practice. Of course, you should go certified, but better if after SDK learned, trainings passed, books read, miles of code written and gallons of coffee drunk.

TIP: Microsoft CRM Readiness Materials for Consultants | Microsoft Learning Center | Get Dynamics 365 trial

Our developers can help you in becoming MS Dynamics 365 consultant, developer or teach you how to manage Dynamics 365 for sales, customer service, BI with Education UDS Consulting.

Note: UDS Consulting professionals have 12 years of experience in MS Dynamics CRM/Dynamics 365, 35 certified Dynamics CRM and Dynamics 365 developers and consultants, more than 50+ successfully finished CRM projects in Europe, Asia and CIS.