Dynamics 365 CRM (Customer Engagement) Solution Architect

1) Architecture & Solution Design

• Define target-state architecture for D365 CE (Sales, Customer Service, Field Service, Marketing/Customer Insights Journeys where applicable).
• Translate business needs into D365 functional and technical solution designs, including entities/tables, business processes, automation, security, and reporting.
• Create architecture artifacts: HLD/LLD, environment strategy, deployment architecture, integration patterns, and non-functional requirements (NFRs).
• Provide governance on best practices: ALM, solution layering, performance, security, and scalability.

2) SFDC D365 Migration Leadership

• Lead migration strategy covering:

• Data model mapping (SFDC objects Dataverse tables)
• Process mapping (SFDC flows/process builder/workflows Power Automate / plugins / business rules)
• UI mapping (SFDC Lightning pages D365 forms, views, dashboards)
• Security mapping (profiles/roles/permission sets D365 security roles/teams/BU hierarchy)

• Drive migration planning and execution:

• Data profiling, cleansing rules, deduping, data quality framework
• Cutover planning (mock cutovers, runbooks, go/no-go criteria, rollback approach)
• Reconciliation strategy (record counts, sampling, exception handling)

3) Integration & Extension Strategy

• Architect integrations using Power Platform, Azure Integration Services, and APIs:

• Dataverse integration patterns (sync, async, event-driven)
• Salesforce integration sunset planning (if co-existence required temporarily)
• Upstream/downstream integrations with ERP (e.g., D365 F&O), middleware (MuleSoft, Boomi, Logic Apps), and enterprise apps

• Design extension approach using:

• Power Automate, Power Apps, Plugins, Custom APIs, Azure Functions, Service BEvent Grid (as needed)

4) Delivery Leadership & Stakeholder Management

• Lead architecture workshops, discovery, and design sessions with business and IT leadership.
• Guide functional/technical teams (onshore/offshore) and review configurations, customizations, and code for quality.
• Ensure delivery alignment to scope, timelines, risk management, and compliance requirements (SOX/GDPR, etc.).
• Support SIT/UAT planning, defect triage, and stabilization through go-live and hypercare.

5) Governance, Security & Compliance

• Define and validate security model (BUs, teams, roles, field security, hierarchy security).
• Establish ALM/DevOps approach using solutions, pipelines, and environment separation (Dev/Test/UAT/Prod).
• Ensure compliance with enterprise policies for identity, auditing, data retention, and operational monitoring.

Required Skills & Experience

Must-Have

• 10+ years in CRM/enterprise applications, with 5+ years as a D365 CE Architect/Lead.
• Proven experience delivering SFDC to D365 migration (minimum 1 2 large migrations preferred).
• Strong expertise in Dataverse architecture, security model, and performance patterns.
• Strong knowledge of D365 CE apps (Sales + Customer Service minimum).
• Hands-on capability with Power Platform (Power Automate, Power Apps, Power BI fundamentals).
• Strong understanding of:

• Data migration (mapping, transformations, cutover, reconciliation)
• Integration architecture (REST/SOAP APIs, Azure integration patterns)
• ALM and CI/CD for D365 solutions

Good-to-Have

• Experience with Customer Insights (Data/Journeys), Field Service, or Omnichannel.
• Experience with Azure services (Logic Apps, Service Bus, Functions, API Management).
• Knowledge of MuleSoft/Boomi or other iPaaS tools used in SFDC ecosystems.
• Familiarity with Copilot/AI capabilities in Dynamics 365 and responsible AI patterns (optional).

Typical Migration Scope (What this Architect will own)

• SFDC org assessment (objects, flows, integrations, custom code, AppExchange dependencies)
• D365 target data model + process architecture
• Migration tooling approach (ETL, Dataflows, third-party tools, or custom pipelines)
• Integration redesign (eliminate SFDC dependencies, replace with Dataverse/Azure patterns)
• Cutover strategy and runbooks (multiple dress rehearsals)
• Post go-live stabilization and adoption support

Deliverables & Artifacts

• Target architecture diagram (apps, integrations, identity, environments)
• Migration approach document: mapping, cleansing rules, load sequence, cutover plan
• HLD/LLD, security design, NFRs, performance plan
• Integration designs and API specifications
• DevOps/ALM strategy + release plan
• Data reconciliation and validation framework

Soft Skills

• Strong client-facing communication and stakeholder influence
• Ability to translate complex technical decisions into business outcomes
• Proven leadership in cross-functional teams and vendor coordination
• Structured problem-solving mindset, risk-based decision making

Education & Certifications (Preferred)

• Bachelor s in Engineering/Computer Science or equivalent experience
• Preferred Microsoft certifications (any of the below):

• Power Platform Solution Architect Expert
• Dynamics 365 Functional Consultant (Sales/Customer Service)
• Azure Fundamentals / Integration certifications