Senior Sales Manager managing B2B Sales and building market presence for innovative CRM software at Planelio. Collaborating with management to shape sales and customer onboarding processes in the furniture industry.
About the role
- Senior Microsoft Dynamics 365 CRM Consultant leading design, configuration, and deployment of CRM solutions. Collaborating with stakeholders to translate requirements into scalable CRM systems.
Responsibilities
- Lead requirement-gathering workshops with business stakeholders
- Analyze business processes and translate them into functional and technical requirements
- Map business requirements to Dynamics 365 CRM capabilities
- Conduct gap analysis and recommend optimal CRM solutions
- Prepare solution design and functional specification documents
- Configure entities, forms, views, dashboards, workflows, and business rules
- Design and maintain Dataverse data models and relationships
- Configure SLA management, case routing, and escalation workflows
- Implement role-based security models and access controls
- Ensure adherence to CRM architecture best practices
- Develop or oversee CRM customizations including:
- Plugins (C#)
- JavaScript customizations
- Power Automate flows
- Custom workflows
- Power Platform components
- Support integrations using APIs and web services
- Manage Application Lifecycle Management (Dev, Test, Production environments)
- Ensure system scalability, performance, and stability
- Integrate Dynamics 365 CRM with internal and third-party systems
- Support integrations using REST APIs and web services
- Design automated workflows and approval processes
- Ensure full process traceability and system reliability
- Lead System Integration Testing (SIT)
- Support User Acceptance Testing (UAT)
- Coordinate go-live activities and deployments
- Provide post-implementation support and system stabilization
Requirements
- Bachelor’s degree in Computer Science, Information Systems, or related field
- 6+ years of experience in Microsoft Dynamics CRM / Dynamics 365
- Proven experience delivering full lifecycle CRM implementations
- Strong experience with Dynamics 365 Sales and Customer Service modules
- Strong knowledge of:
- Microsoft Dynamics 365 CRM
- Power Platform (Power Automate, Power Apps)
- Dataverse security model
- CRM data modeling and reporting
- Experience with CRM integrations and APIs
- Experience with plugins (C#) and JavaScript customizations is highly preferred
- Strong analytical and problem-solving skills
- Excellent communication and stakeholder management skills
- Strong consulting and client-facing abilities
- Ability to manage multiple stakeholders and priorities
- Strong documentation and governance discipline
- Experience in the Insurance industry
- Microsoft Dynamics 365 certifications
- Power Platform certifications
- Dynamics 365 Solution Architect certification
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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