MS Dynamics Techno-Functional Lead

Location: Malvern, PA – Hybrid
Employment Type: Full Time
Experience: 10–15 Years

Job Summary

We are seeking an experienced Microsoft Dynamics 365 CRM Techno-Functional Lead with strong hands-on expertise in Dynamics 365 Customer Engagement, CRM customization, plugins, custom workflow activities, JavaScript, Web API, integrations, reporting, and Microsoft Azure data technologies.

The ideal candidate will combine strong technical development capabilities with functional CRM knowledge, working closely with business stakeholders to understand requirements, design solutions, lead technical discussions, and guide development teams.

The candidate should have experience across Sales, Marketing, and Customer Service capabilities within Dynamics CRM, along with strong knowledge of .NET, SQL Server, SSIS, SSRS, Power BI, Azure Data Factory, Microsoft Fabric, REST/SOAP APIs, and enterprise integration patterns.

Required Technical / Functional Skills

Microsoft Dynamics CRM / Dynamics 365

• 10–15 years of overall IT/CRM experience.

• Strong hands-on experience with Microsoft Dynamics CRM / Microsoft Dynamics 365 Customer Engagement.

• Experience with Dynamics 365 Online / Dynamics CRM Online.

• Strong expertise in:

  • Dynamics CRM Plugins

  • Custom Workflow Activities

  • Custom Workflows

  • Business Process Flows

  • CRM Entities

  • Forms and Views

  • CRM Configuration

  • CRM Customization

  • CRM Security Model

  • CRM Web Resources

  • JavaScript

  • CRM Web API

• Experience developing and customizing Dynamics 365 CRM solutions.

• Strong understanding of out-of-the-box (OOB) and custom Dynamics CRM functionality.

• Experience with at least two full Dynamics CRM implementation/project cycles.

CRM Functional Areas

Strong functional knowledge of:

• Sales Automation

• Marketing Automation

• Customer Service / Service Management

• CRM workflows and business processes

• Business Process Flows

• CRM security and access management

• CRM configuration and customization

Development & Programming

• Strong hands-on experience with Microsoft .NET / C#.

• Experience developing Dynamics CRM Plugins and custom workflow activities.

• Strong JavaScript development experience.

• Experience with OData / REST APIs and Dynamics CRM Web API.

• Experience with WCF and enterprise application development.

• Knowledge of modern application and integration development practices.

Reporting & Data

• Experience creating Dynamics CRM OOB and custom reports.

• Strong experience with:

  • SSRS

  • SSIS

  • SQL Server

  • Power BI

  • Azure Data Factory

  • Microsoft Fabric

• Experience with data integration, transformation, reporting, analytics, and data pipelines.

Integration

• Strong experience integrating Dynamics CRM with enterprise applications using:

  • REST APIs

  • SOAP Web Services

  • OData

  • WCF

  • Messaging platforms

  • NServiceBus

• Experience designing and implementing CRM integration solutions.

• Strong understanding of enterprise integration patterns and API-based architecture.

Key Responsibilities

• Lead the design, development, configuration, customization, and implementation of Microsoft Dynamics 365 CRM solutions.

• Work closely with business stakeholders to understand functional requirements, business processes, and CRM objectives.

• Translate business requirements into scalable technical and functional CRM solutions.

• Lead high-level solution design sessions and recommend best practices that maximize business value.

• Develop and maintain Dynamics CRM Plugins, custom workflow activities, workflows, business process flows, web resources, and custom scripts.

• Configure and customize Dynamics 365 entities, forms, views, workflows, security, business rules, and other CRM components.

• Develop integrations using Dynamics Web API, REST, SOAP, OData, WCF, and messaging technologies.

• Design and implement CRM integrations with enterprise applications and external systems.

• Develop and maintain SSRS reports, SSIS packages, SQL queries, and Power BI solutions.

• Work with Azure Data Factory and Microsoft Fabric for enterprise data integration and analytics.

• Support CRM Sales, Marketing, and Customer Service functionality.

• Provide technical leadership throughout Dynamics CRM implementation and enhancement projects.

• Participate in Agile/Scrum ceremonies including sprint planning, backlog refinement, daily standups, sprint reviews, and retrospectives.

• Collaborate with developers, QA engineers, business analysts, architects, and offshore/onshore teams.

• Review technical designs and development deliverables to ensure compliance with enterprise standards.

• Mentor and guide junior Dynamics CRM developers and team members.

• Delegate technical tasks and support development of team members into future technical leaders.

• Identify opportunities to improve CRM processes, automation, performance, maintainability, and operational efficiency.

• Challenge existing approaches and recommend improved CRM architecture, development standards, and best practices.

• Troubleshoot complex CRM issues and provide technical solutions.

• Support deployment, testing, production releases, and post-production stabilization.

Dynamics CRM Technical Stack

Microsoft Dynamics: Dynamics 365 CRM, Dynamics CRM Online, Dynamics 365 Customer Engagement, CRM Entities, CRM Workflows, Business Process Flows, CRM Configuration, CRM Customization

CRM Development: Plugins, Custom Workflow Activities, Web Resources, JavaScript, C#, .NET, CRM SDK, Dynamics Web API, OData

Integration: REST, SOAP, Web Services, WCF, NServiceBus, API Integration, Enterprise Integration

Reporting & Data: SQL Server, SSRS, SSIS, Power BI, Azure Data Factory, Microsoft Fabric, Data Integration, Data Transformation

Azure / Cloud: Microsoft Azure, Azure Data Factory, Cloud Integration, Cloud Services

Functional: Sales Automation, Marketing Automation, Customer Service, Service Management, CRM Business Processes, CRM Security

Methodology: Agile, Scrum, SDLC, CI/CD, DevOps

Preferred Qualifications

• Experience with Dynamics 365 Customer Engagement implementations.

• Experience with Power Platform, including Power Apps and Power Automate.

• Experience with Azure Functions, Azure Logic Apps, or Azure Integration Services.

• Knowledge of Dataverse / Common Data Service (CDS).

• Experience with Dynamics 365 Sales, Customer Service, and Marketing applications.

• Microsoft Dynamics 365 certifications are a plus.

• Experience working in enterprise-scale CRM transformation initiatives.

• Experience with CRM modernization or migration projects.

• Financial services or other enterprise industry experience is a plus.

Leadership & Managerial Skills

• Strong technical leadership and decision-making skills.

• Ability to work effectively within an onsite/offshore delivery model.

• Ability to collaborate with geographically distributed and cross-functional teams.

• Strong mentoring and coaching capabilities.

• Ability to influence technical direction and guide junior team members.

• Strong delegation and team-development skills.

• Excellent verbal and written communication.

• Strong stakeholder-management and presentation skills.

• Ability to work directly with business users, architects, technical leads, and senior stakeholders.

Ideal Candidate Profile

The ideal candidate is a Microsoft Dynamics 365 CRM Techno-Functional Lead who combines:

CRM Functional Expertise + Hands-on Dynamics Development + Integration + Data/Reporting + Technical Leadership

The candidate should be able to work across the complete CRM lifecycle:

Business Requirements → Functional Design → Technical Architecture → Dynamics Configuration → Custom Development → Integration → Testing → Deployment → Production Support → Continuous Improvement

Core Dice Search Keywords

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