SENIOR SOFTWARE ENGINEER-D365 CE

Title: Senior Software Developer - D365 CE
Management Level: Individual Contributor

Job Summary

Caterpillar is seeking a Senior Developer with strong technical expertise in Microsoft Dynamics 365 Customer Engagement (CE/CRM), specifically in Sales, Marketing, Customer Service, Project Operations and Field Service modules. The ideal candidate will design, develop, and implement scalable solutions, ensuring seamless integrations, optimized performance, and upgradesafe customizations. This role requires deep technical proficiency in Power Platform, CE extensions, and integration frameworks, with a focus on delivering business value through handson development and automation.

Responsibilities Technical Delivery Development

• Develop and customize Dynamics 365 CE applications (Sales, Customer Service, Project Operations, Field Service) using C#, JavaScript, TypeScript, and Power Platform tools.
• Build plugins, workflows, Power Automate flows, and custom components to extend CE functionality.
• Ensure adherence to Microsoft best practices, extensibility framework, and upgradesafe customizations.
• Optimize CE solutions for performance, scalability, and maintainability.

Integration Engineering

• Design and implement integrations between CE and external systems using:
  • OData / Web APIs
  • REST / SOAP services
  • Azure Logic Apps, Service Bus, Data Factory
• Configure and manage Dual Write for seamless integration with Dynamics 365 FO.
• Troubleshoot and optimize integration performance across Sales, Customer Service, Project Operations, Field Service.

Data Management, Security Compliance

• Support data migration strategies using Data Export Service, KingswaySoft, or DMF connectors.
• Configure security roles, privileges, and fieldlevel security to ensure compliance.
• Implement auditing, logging, and monitoring for CE applications.

DevOps Environment Management

• Manage version control and code merges using GitHub repositories.
• Implement CI/CD pipelines in Azure DevOps for CE solutions.
• Oversee build, release, and deployment activities across Dev/UAT/Prod environments.

Automation AI Solutions

• Develop automation workflows using Power Automate and Copilot Studio.
• Leverage AI Builder for intelligent document processing, sentiment analysis, and predictive insights.
• Create reusable templates, frameworks, and accelerators for CE solution delivery.

Collaboration Communication

• Work closely with functional consultants, business analysts, and project teams to translate requirements into technical solutions.
• Participate in workshops, demos, and technical discussions with Sales and Field Service stakeholders.
• Provide technical guidance to peers and contribute to delivery excellence.

Requirements Technical Expertise

• Strong handson experience with Dynamics 365 CE modules (Sales, Customer Service, Project Operations, Field Service).
• Proficiency in plugin development, workflows, Power Automate, and custom UI components.
• Skilled in JavaScript/TypeScript, C#, and Power Platform (Power Apps, Power BI, Power Pages).
• Knowledge of CE data model, entities, and security framework.

Tools Frameworks

• Experience with Azure services (Logic Apps, Service Bus, Functions, API Management).
• Skilled in integration frameworks and ETL tools for CE data migration.
• Proficiency in GitHub, Azure DevOps pipelines, and environment management.

Considerations for Top Candidates

• Plugin Development Mastery - Advanced ability to design and implement custom plugins in C# for complex business logic across Sales and Field Service.
• JavaScript/TypeScript Expertise - Skilled in customizing CE forms, ribbons, and UI components using modern scripting frameworks.
• Field Service Technical Depth - Strong knowledge of resource scheduling, work orders, service tasks, and mobile app customization for Field Service scenarios.
• Sales Process Customization - Ability to tailor lead, opportunity, and pipeline management processes with custom workflows and automation.
• Power Platform Integration - Handson experience embedding Power Apps, Power BI dashboards, and Power Pages into CE solutions.
• Testing Quality Assurance - Skilled in writing unit tests for plugins, automated UI tests, and regression testing for CE customizations.
• Data Migration ETL - Experience with tools like KingswaySoft, Scribe, or custom ETL pipelines for migrating CE data securely and efficiently.
• **API…