Microsoft Dynamics 365 CRM Technical Lead

3 days ago

Dallas, Texas, United States Prudent Technologies and Consulting, Inc. Full time $120,000 - $140,000 per year

Job Title: Microsoft Dynamics 365 CRM Technical Lead (Techno/Functional)

Location: Dallas, TX

Job Type: Contract-to-hire

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 Preparation of Technical/Business documentation.
  • Knowledge of Windows operating system, as well as Power BI, and Office 365 including diagnostic tools 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.

Formal Education & Certification

  • College diploma or university degree in the field of computer science, information systems, or computer engineering and 5+ years of relevant work experience.
  • Certifications in Microsoft Dynamics a plus
  • Certifications in Agile/Scrum methodology is a plus.
  • Experience in the Commercial Real Estate (CRE) Industry is a plus.

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