About the role

  • Dynamics 365 Architect leading internal deployment and strategy for Microsoft Dynamics 365 CRM. Customizing solutions and interfacing with finance clients in a hybrid MSP environment.

Responsibilities

  • Lead the internal deployment and strategy for Microsoft Dynamics 365 CRM.
  • Customize and configure Dynamics 365 CRM to meet business and client requirements.
  • Develop custom entities, workflows, plugins, and integrations using Power Platform.
  • Collaborate with internal teams to define CRM use cases and align solutions with business goals.
  • Serve as the subject matter expert for Dynamics 365 CRM across the organization.
  • Provide expert-level support and troubleshooting for CRM-related issues.
  • Mentor and train internal staff to build in-house Dynamics 365 capabilities.
  • Interface with clients in the finance sector to deliver tailored CRM solutions.
  • Drive continuous improvement of CRM processes and user experience.

Requirements

  • 5+ years of hands-on experience with Microsoft Dynamics 365 CRM.
  • Proven expertise in CRM customization, configuration, and integration.
  • Strong understanding of Power Platform tools (Power Apps, Power Automate, Power BI).
  • Experience working with financial services clients or regulated industries.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced MSP environment.
  • Bachelor’s degree in Computer Science, Information Technology, or related field.

Job title

Dynamics 365 Architect

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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