Job description

Job Title: Microsoft Dynamics 365 CRM Technical Lead (Techno/Functional) Location: Dallas, TX Job Type: Contract-to-hire Knowledge & Experience • Deep knowledge of both the functional and technical sides of Microsoft D365. • Should have development experience designing and developing CRM forms, screens, views, workflows, cadences, campaigns, plugins, groups, email lists, dashboards, and custom entities. • Deep understanding of data integration and import processes (out of the box and custom loads). • Heavy experience configuring Microsoft D365 CRM. • Experienced in multiple hands-on successful implementations with Microsoft D365. • Experience building integrations between Microsoft D365 and external applications. • Experience with database platforms, including SQL Server and/or Azure. • Experience with Preparation of Technical/Business documentation. • Knowledge of Windows operating system, as well as Power BI, and Office 365 including diagnostic tools preferred. • Experience with data processing flowcharting techniques. • Proven project management (Waterfall+Agile) experience. • Good knowledge of applicable data privacy practices and laws. • Knowledge of Power Platform including PowerApps, Power BI, and Power Automate. • Solid experience in building Security Models, Views, Forms, Tables, Relationships, and Business logic in Dataverse. • Knowledge of the configuration of Sales accelerator, assistant, and forecasts. • Familiarity with integrations between Teams, Outlook, Exchange, OneDrive, SharePoint, and LinkedIn Sales Insights. • Knowledge of AI with Copilot enablement and configuration. • Understand Prediction and Insights through predictive scores, relationship analytics and conversation intelligence. • Possess a deep understanding of the Sales process, sales forecasting, premium forecasting, work lists, segments, and email sequences. • Solid Experience developing within the mobile app. • This is a technical Hands-on Role. Formal Education & Certification • College diploma or university degree in the field of computer science, information systems, or computer engineering and 5+ years of relevant work experience. • Certifications in Microsoft Dynamics a plus • Certifications in Agile/Scrum methodology is a plus. • Experience in the Commercial Real Estate (CRE) Industry is a plus.

Requirements