Dynamics 365 CRM Solution Architect

 

Client is looking for functional or techno-functional resource. (Not Technical Candidate)

 

Required Qualifications
• Bachelor''s or Master''s degree in Computer Science, Information Systems, Business, or related field.
• 12+ years of overall IT experience.
• 7+ years of Dynamics CRM/D365 CE implementation experience.
• Minimum 3 full lifecycle Dynamics 365 CRM implementations.

 

Strong expertise in: 
o D365 Sales
o D365 Marketing / Customer Insights - Journeys
o D365 Customer Service
• Strong understanding of CRM business processes, customer lifecycle management, and digital transformation initiatives.

 

Solution Architecture & Consulting
• Define end-to-end CRM solution architecture for Dynamics 365 CE implementations.
• Lead discovery workshops, requirement gathering sessions, and fit-gap analysis.
• Translate business requirements into scalable functional and solution designs.
• Create solution blueprints, architecture diagrams, and implementation roadmaps.
• Provide architectural governance throughout the project lifecycle.

Dynamics 365 Sales
• Design and implement: 
o Lead Management
o Opportunity Management
o Account & Contact Management
o Sales Forecasting
o Sales Pipeline Management
o Territory Management
o Quote-to-Order Processes
o Sales Insights and AI-Driven Selling

Dynamics 365 Marketing (Customer Insights – Journeys)
• Design customer engagement strategies utilizing: 
o Customer Segmentation
o Customer Journeys
o Email Marketing
o Campaign Management
o Event Management
o Lead Nurturing
o Marketing Automation
o Customer Insights and Analytics

Dynamics 365 Customer Service
• Architect solutions for: 
o Case Management
o Omnichannel Engagement
o Knowledge Management
o SLA Management
o Customer Self-Service Portals
o Customer Service Copilot
o Contact Center and Agent Productivity

Power Platform & AI
• Drive adoption of: 
o Power Apps
o Power Automate
o Dataverse
o Power BI
o Copilot Studio
o AI Builder
• Design low-code solutions extending D365 CRM capabilities. 

Integration & Data Architecture
• Define integration patterns with ERP, Finance, HR, eCommerce, and third-party applications.
• Design integrations using: 
o Azure Integration Services
o Logic Apps
o Service Bus
o APIs
o Dataverse
• Develop data migration and master data management strategies.