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.
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