MS Dynamics 365 CRM Technical Lead

3 weeks ago

Dallas Texas, United States Stream Realty Full time
Job Description

POSITION OVERVIEW: 

As our MS Dynamics 365 CRM Technical Lead, you will be the expert on developing technical specifications for configuration, customizations, and enhancements of our MS Dynamics 365 CRM.  You will assist with CRM solution planning, analysis, designing, building, and testing. You will be considered the product expert who 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, configuration of user roles, reports, and dashboards. 

Under general supervision, you will contribute to the development, maintenance, and enhancement of client systems and assist in the development of new features as well as be able to troubleshoot and correct defects.

This client-facing role requires extensive programming and development experience with Microsoft D365 and excellent interpersonal/communication skills.  You must be client-focused and team-oriented. This position will office in our downtown Dallas HQ office, and work in-office daily.

 

PRIMARY RESPONSIBILITIES:  

Strategy & Planning

Assess and cultivate long-term strategic goals for CRM in conjunction with IT architect(s), data users, department managers, clients, and other key stakeholders.

Coordinate and work with other technical staff to develop CRM architecture, coding standards, and quality assurance policies and procedures.

Plan and implement capacity and resource expansion to ensure CRM scalability.

Stay current with emerging trends and technologies related to Microsoft Dynamics and other business systems.

Acquisition & Deployment

Conduct research and make recommendations on CRM products, services, protocols, and standards in support of procurement and development efforts.

Evaluate, recommend, and select CRM components, including hardware, subscription products and other tools.

Operational Management

Design, develop and implement customizations and enhancements to the Microsoft Dynamics platform.

Develop and maintain integrations between Microsoft Dynamics and other business systems.

Execute standardized processes, content, and best practice in utilizing 365 CRM functionality.

Work with end users to identify, create, and deliver reports according to requirements.

Identify inefficiencies and gaps in current CRM landscape and leverage solutions to ensure optimal standards and processes.

Identify data discrepancies and data quality issues, and work to ensure data consistency and integrity.

Diagnose and resolve CRM access and performance issues.

Install and configure relevant components to ensure CRM access.

Execute CRM configuration and performance tuning.

Monitor system details within the CRM, including integrations and execution time, and implement efficiency improvements.

Develop, implement, and maintain change control and testing processes for modifications to the CRM system.

Develop reports and dashboards to meet business reporting needs.

Work with business analysts to identify and understand business requirements and develop technical specifications.

Support Operations

Troubleshoot and resolve Tier 2/3 domain system issues or malfunctions.

Coordinate Tier 3 escalations to relevant vendor.

Analyze the current business and IT environment to detect critical deficiencies and recommend solutions for improvement.

Work with the SVP Technology Business Solutions and BSMs to ensure the successful delivery of key strategic projects.

Perform unit and integration testing to ensure quality deliverables.

Deliver analytics on engagement and CRM usage.

Manage Projects

Plan and Manage CRM project schedules, resources, budgets, and manage stakeholder expectations, providing timely communications and reporting.Technical projects and upgrades

Business functional projects

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