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.
