
CRM Transformation Expert
2 days ago
Job Title:
Key Responsibilities:
- Leverage solution design and architecture expertise to drive Microsoft Dynamics 365 CRM transformation initiatives.
- Collaborate with business stakeholders, enterprise architects, and technical teams to translate business needs into scalable CRM solutions.
- Define the technical roadmap, integration architecture, and migration strategy from legacy systems to MSCRM.
- Provide architectural oversight across all CRM modules (Sales, Service, Marketing, etc.) and related Dynamics 365 applications.
- Ensure alignment with enterprise architecture, security standards, and data governance frameworks.
- Guide development teams with best practices and technical standards across configuration, customization, and integration.
- Conduct architectural reviews and provide recommendations for performance tuning, scalability, and resilience.
- Engage with Microsoft and other third-party vendors as needed for platform support and solution alignment.
Requirements:
- Proven experience as a Solution Architect preferably on Microsoft Dynamics 365 CRM transformation projects.
- Deep understanding of MSCRM modules.
- Strong background in solution design, system integration (Azure, Power Platform, APIs), and data migration strategies.
- Solid grasp of CRM best practices, security model, business process flows, and custom workflows.
- Experience working in large enterprise environments with complex stakeholder ecosystems.
- Familiarity with Agile/DevOps methodologies and tools.
- Excellent communication and stakeholder engagement skills.
Additional Requirements for Sr. MS Dynamics CRM Developer:
- 7+ years of experience in CRM Development.
- Develop, customize, and configure Microsoft Dynamics 365 CRM to meet business requirements in banking, insurance, or financial services.
- Design and implement custom entities, plugins, workflows, business rules, and Power Automate flows.
- Integrate Dynamics 365 CRM with core banking systems, ERP, payment gateways, and third-party financial applications.
- Develop and optimize Power Apps, Power BI dashboards, and Power Automate solutions for reporting and automation.
- Ensure security, compliance, and data integrity by implementing role-based access, field-level security, and audit logs.
- Collaborate with business analysts, testers, and end-users in an Agile/Scrum environment to deliver high-quality CRM solutions.
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