Microsoft Dynamics 365 CRM Solution Architect (Presales)

TRooTech; Ahmedabad District; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

TRooTech Business Solutions Pvt. Ltd. is seeking a Dynamics 365 Solution Architect to lead technical solutions across Dynamics 365 CRM and Power Platform. You will design end-to-end architectures, run discovery workshops, and present solutions to clients to help close deals.

You will create scalable Dataverse models, plan integrations with Azure and third-party systems, and deliver compelling demos and POCs that demonstrate business value.

Qualifications

• Must have strong hands-on experience in 2–3 Dynamics 365 CRM apps.
• Good knowledge of Dataverse, plugins, custom workflows, PCF, and Power Platform.
• Experience in data migration, integration patterns, and performance tuning.
• Understanding of Microsoft licensing for Dynamics 365 and Power Platform.
• Experience with Azure Logic Apps, Azure Functions, and Service Bus.
• Excellent communication and executive presentation skills.

Responsibilities

• Lead technical solutioning for Dynamics 365 CRM deals across apps and Power Platform.
• Run discovery workshops and translate business needs into Dynamics 365 solutions.
• Design architecture across Dynamics 365 Sales, Customer Service, Field Service, Marketing, and Customer Insights.
• Use Power Platform to extend the solution (Power Apps, Power Automate, Power BI).
• Plan Dataverse data model, security roles, environments, and ALM strategy.
• Design integrations with Azure, M365, Teams, ERP (Finance & Operations/Business Central), and third parties.
• Deliver demos and POCs showing business value; prepare solution documents and licensing recommendations.
• Support sales on pricing and licensing; hand over to delivery with a clear plan.

Skills

Dynamics 365 CRM apps

Power Platform

Dataverse

Azure Logic Apps

Azure Functions

PCF (Power Apps Component Framework)

Service Bus

Solution architecture

Licensing knowledge

Tools

Power Apps

Power Automate

Power BI

Copilot Studio

Job description

You will lead the technical solutioning for Dynamics 365 CRM deals. You will design solutions across the Dynamics apps and Power Platform, present them to clients, and help us close projects.

• Run discovery workshops and convert business needs into a Dynamics 365 solution
• Design architecture across Dynamics 365 Sales, Customer Service, Field Service, Marketing (Customer Insights - Journeys), and Customer Insights - Data
• Use Power Platform (Power Apps, Power Automate, Power BI, Copilot Studio) to extend the solution
• Plan the Dataverse data model, security roles, environments, and ALM strategy
• Design integrations with Azure services, Microsoft 365, Teams, ERP (including Finance & Operations / Business Central), and third-party systems
• Deliver demos and POCs that show clear business value
• Prepare solution documents, estimates, licensing recommendations, SOWs, and RFP responses
• Suggest AI ideas using Copilot and Azure AI to improve productivity and customer experience
• Support sales on pricing, licensing, and negotiation, and hand over to delivery with a clear plan

• Strong hands‑on experience in at least 2 or 3 Dynamics 365 CRM apps
• Good knowledge of Dataverse, plugins, custom workflows, PCF, and Power Platform
• Experience in data migration, integration patterns, and performance tuning
• Understanding of Microsoft licensing for Dynamics 365 and Power Platform
• Experience with Azure Logic Apps, Azure Functions, and Service Bus
• Excellent communication and executive presentation skills

Good to Have

• Industry experience in areas like manufacturing, BFSI, public sector, or retail
• Experience with Dynamics 365 Finance & Operations or Business Central
• Experience working with a Microsoft partner

Certifications

• Must: PL-600 (Power Platform Solution Architect), or at least 2 of MB-210, MB-230, MB-240, MB-280, or PL-200
• Plus: AI‑related Microsoft certifications (AI-900, AI-102

What Success Looks Like:

Consistent deal wins, correct licensing and estimates, and a smooth transition to delivery.