Job description

Summary: As an integral member of our software development team, the Microsoft Dynamics Developer plays a pivotal role in creating robust CRM solutions tailored for Bank-Fund. This role is designed for someone who is not just well-versed in Microsoft Dynamics but is also skilled in teamwork and collaboration within a dynamic software development environment. Their deep understanding of Microsoft Dynamics, combined with financial sector insights, particularly from credit unions, will be paramount. Responsibilities:Team Collaboration: Collaborate with the Senior Developer and Architect to understand technical requirements and implement solutions within MS Dynamics 365 CRM using tools like JIRA, Confluence etc. Engage proactively within the software development team, ensuring all CRM solutions are cohesive and aligned with broader development objectives.CRM Development: Customize and configure MS Dynamics CRM in tandem with the software development team to align with the credit union's processes and requirements. Experience working with workflows, plugins, entities and JavaScript. Integration: Collaborate with IT teams to guarantee seamless integration of Dynamics CRM using Azure APIM, Core Banking API and other middleware applications. Integrate with other enterprise systems, including core banking systems and member portals.Reporting & Dashboards: In conjunction with the development team, design, develop, and maintain Dynamics CRM dashboards and reports to bolster business decision-making.Data Management: Safeguard member data by implementing robust data management and security practices in coordination with the Cyber team. Stakeholder Collaboration: Maintain constant communication with stakeholders, IT teams, and business units, ensuring requirements are seamlessly translated into CRM solutions.Training: Collaborate with the software development team to provide training to IT support teams and uphold a comprehensive knowledge base.Feedback and Enhancement: Routinely gather feedback from users and collaborate with stakeholders to identify and implement opportunities to enhance the CRM system.Successfully participate in annual Information Security refresher training. Comply with the Information Security Policy, including the immediate reporting of unusual or suspicious activity to management and the Information Security Officer. Follow all procedures to protect company computers from viruses, and to maintain the security and confidentiality of Credit Union data.Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations.Ensure the Credit Union’s safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations.RequirementsBasic Qualifications:Bachelor's degree in Computer Science, Information Systems, or a related field.3+ years of experience with Microsoft Dynamics CRM/Dynamics 365 development and customization.CRM Configurations, plug-ins, Web Resources & Security.Proficiency developing custom applications, Dashboards, Forms, Entities, Views, etc. using standard languages and platforms, including the .NET framework, C#, VB Shop, ASP.NET | Open-source web framework for .NET, HTML, JavaScript, MVC, t-SQL, Visual Studio, FetchXML, etc.Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actionsExcellent Knowledge of SOA based architecture using SOAP, Restful APIs or WebAPIs. Experience with CRM processes in the financial sector, preferably credit unions.Expertise in the following Azure services:o Azure Functions (Serverless APIs)o Azure Data Factoryo Azure Data Lakeo Azure Key Vaulto Azure Storageo Azure PortalAzure APIM and FrontDoorExperience with Microsoft Dataverse, PowerApps / Power BI, Postman / GitHub.Good knowledge of SQL, database design, development using relational database management systems.Experience with Jira and have a good understanding of Agile Development Methodologies, such as Scrum.Experience integrating Microsoft Dynamics with core banking systems or other financial platforms.Deep understanding of credit union operations, processes, and regulatory requirements.Strong problem-solving skills and the capability to work in a fast-paced software development environment

Requirements