Microsoft Dynamics 365 CRM Technical Lead (Techno/Functional)

Overview

On Site
Depends on Experience
Contract - W2

Skills

Dashboard
Agile
Analytics
Artificial Intelligence
Customer Relationship Management (CRM)
Data Integration
Data Processing
Database
Documentation
Dynamics
Forecasting
Forms
IT Management
LinkedIn
Microsoft
Microsoft Azure
Microsoft Dynamics
Microsoft Exchange
Microsoft Office
Microsoft Outlook
Microsoft Power BI
Microsoft SQL Server
Microsoft SharePoint
Microsoft Windows
Privacy
Project Implementation
Project Management
Sales
Sales Process
Specification Gathering
Testing
Waterfall
Workflow

Job Details

POSITION OVERVIEW

As an MS Dynamics 365 CRM Technical Lead, you will be the technical expert on a project implementation team and develop technical specifications for implementation, configuration, customizations, and enhancements of MS Dynamics 365 CRM.You will assist with CRM solution planning, analysis, designing, building, and testing. You will be considered the product expert that is also responsible for providing support in CRM issue escalation and resolution.

Additionally, you will have technical oversight for the development and delivery of large-scale project deliverables.

Your deep development and technical skills in D365 will allow you to work in every aspect of Dynamics 365 CRM, such as, but not limited to, creation/modification of D365 objects, importing data, and configuration of user roles, reports, and dashboards.

QUALIFICATIONS

Knowledge & Experience

  • Deep knowledge of both the functional and technical sides of Microsoft D365.
  • Should have development experience designing and developing CRM forms, screens, views, workflows, cadences, campaigns, plugins, groups, email lists, dashboards, and custom entities.
  • Deep understanding of data integration and import processes (out-of-the-box and custom loads).
  • Heavy experience configuring Microsoft D365 CRM.
  • Experienced in multiple hands-on successful implementations with Microsoft D365.
  • Experience building integrations between Microsoft D365 and external applications.
  • Experience with database platforms, including SQL Server and/or Azure.
  • Experience with the preparation of technical/business documentation.
  • Knowledge of the Windows operating system, as well as Power BI and Office 365, including diagnostic tools, is preferred.
  • Experience with data processing flowcharting techniques.
  • Proven project management (Waterfall+Agile) experience.
  • Good knowledge of applicable data privacy practices and laws.
  • Knowledge of Power Platform, including PowerApps, Power BI, and Power Automate.
  • Solid experience in building security models, views, forms, tables, relationships, and business logic in Dataverse.
  • Knowledge of the configuration of Sales Accelerator, Assistant, and Forecasts.
  • Familiarity with integrations between Teams, Outlook, Exchange, OneDrive, SharePoint, and LinkedIn Sales Insights.
  • Knowledge of AI with Copilot enablement and configuration.
  • Understand prediction and insights through predictive scores, relationship analytics, and conversation intelligence.
  • Possess a deep understanding of the sales process, sales forecasting, premium forecasting, work lists, segments, and email sequences.
  • Solid experience developing within the mobile app.
  • This is a technical hands-on role.
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