MS Dynamics 365 CRM Technical Lead

Job Description

POSITION OVERVIEW

As our MS Dynamics 365 CRM Technical Lead , you will be the expert on developing technical specifications for configuration, customizations, and enhancements of our MS Dynamics 365 CRM.

You will assist with CRM solution planning, analysis, designing, building, and testing. You will be considered the product expert who is also responsible for providing support in CRM issue escalation and resolution.

Additionally, you will have technical oversight for the development and delivery of large-scale project deliverables. Your deep development and technical skills in D365 will allow you to work in every aspect of Dynamics 365 CRM such as, but not limited to, creation / modification of D365 Objects, importing data, configuration of user roles, reports, and dashboards.

Under general supervision, you will contribute to the development, maintenance, and enhancement of client systems and assist in the development of new features as well as be able to troubleshoot and correct defects.

This client-facing role requires extensive programming and development experience with Microsoft D365 and excellent interpersonal / communication skills.

You must be client-focused and team-oriented. This position will office in our downtown Dallas HQ office, and work in-office daily.

RESPONSIBILITIES

Strategy & Planning

• Assess and cultivate long-term strategic goals for CRM in conjunction with IT architect(s), data users, department managers, clients, and other key stakeholders.
• Coordinate and work with other technical staff to develop CRM architecture, coding standards, and quality assurance policies and procedures.
• Plan and implement capacity and resource expansion to ensure CRM scalability.
• Stay current with emerging trends and technologies related to Microsoft Dynamics and other business systems.

Acquisition & Deployment

• Conduct research and make recommendations on CRM products, services, protocols, and standards in support of procurement and development efforts.
• Evaluate, recommend, and select CRM components, including hardware, subscription products and other tools.

Operational Management

• Design, develop and implement customizations and enhancements to the Microsoft Dynamics platform.
• Develop and maintain integrations between Microsoft Dynamics and other business systems.
• Execute standardized processes, content, and best practice in utilizing 365 CRM functionality.
• Work with end users to identify, create, and deliver reports according to requirements.
• Identify inefficiencies and gaps in current CRM landscape and leverage solutions to ensure optimal standards and processes.
• Identify data discrepancies and data quality issues, and work to ensure data consistency and integrity.
• Diagnose and resolve CRM access and performance issues.
• Install and configure relevant components to ensure CRM access.
• Execute CRM configuration and performance tuning.
• Monitor system details within the CRM, including integrations and execution time, and implement efficiency improvements.
• Develop, implement, and maintain change control and testing processes for modifications to the CRM system.
• Develop reports and dashboards to meet business reporting needs.
• Work with business analysts to identify and understand business requirements and develop technical specifications.

Support Operations

• Troubleshoot and resolve Tier 2 / 3 domain system issues or malfunctions.
• Coordinate Tier 3 escalations to relevant vendor.
• Analyze the current business and IT environment to detect critical deficiencies and recommend solutions for improvement.
• Work with the SVP Technology Business Solutions and BSMs to ensure the successful delivery of key strategic projects.
• Perform unit and integration testing to ensure quality deliverables.
• Deliver analytics on engagement and CRM usage.

Manage Projects

Plan and Manage CRM project schedules, resources, budgets, and manage stakeholder expectations, providing timely communications and reporting.

Technical projects and upgradesBusiness functional projects

Qualifications

• 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.
• Exceptional analytical, conceptual, and problem-solving abilities.
• Continuous improvements and scalability focused not simply an order taker’.
• Strong written and oral communication skills.
• Excellent technical architecture and technical support documentation skills.
• Strong presentation and interpersonal skills.
• Ability to conduct research into CRM issues, standards, and products as required.
• Ability to present ideas in user-friendly language.
• Ability to effectively prioritize and execute tasks in a high-pressure environment.
• Experience working in a team-oriented, collaborative environment.
• This position offices in Dallas, TX and is an in-person, in-office role.

EDUCATION

• 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.

Additional Information

Stream Realty Partners offers competitive salaries, bonuses, medical / dental / vision insurance, prescription drug coverage, health savings account, flexible spending accounts, 401(k) plan, PTO and holiday pay.

Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sex, age, national origin, disability, military status, or any other reason prohibited by law.

Note : Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

LI-Onsite

Stream is an equal-opportunity employer and does not discriminate on the basis of ethnicity, race, religion, sexual orientation, gender identity, age, national origin, disability, military status, or any other reason prohibited by law.

Note : Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Stream Realty Partners offers competitive salaries, bonuses, medical / dental / vision insurance, pharmacy benefits, health savings account, flexible spending accounts, 401(k) plan with company matching, PTO, and holiday pay.

Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, location, and other job-related reasons.