CRM Dynamics Consultant - KSA - On-site - 4 Months

robusta; Riyadh; On-site; SAR 240,000 - 420,000; Full time

Job summary

Octopus by RTG, the tech hiring arm of Robusta Technology Group, seeks a Senior Dynamics 365 specialist to customize and configure Sales/Customer Engagement modules for leasing workflows. You will implement entities, forms, views, and business process flows, and build an integration layer between the Portal and Dynamics.

The role requires 4+ years in Dynamics 365 development, REST API integration, Power Automate, Dataverse, and security model configuration, with a focus on leasing lifecycle from

Qualifications

• 4+ years hands-on Microsoft Dynamics 365 (Sales / Customer Engagement) development and configuration.
• Strong command of the Dynamics customization toolkit: plugins (C#), custom workflows, Power Automate, Dataverse, and the Web API.
• Experience integrating Dynamics with external web/portal apps via REST APIs or Azure services.
• Solid understanding of real-estate/leasing domain or long-sales-cycle CRM use cases.

Responsibilities

• Configure and customize Dynamics 365 entities, forms, views, and business process flows for leasing journeys.
• Build and maintain the integration layer between Portal and Dynamics for data sync and status transitions.
• Develop plugins, workflows, Power Automate flows, and APIs to automate leasing-team processes.
• Model and maintain account hierarchies and company profiles within Dynamics.
• Support renewal/termination workflows and create dashboards for leasing activity.
• Manage security roles and data privacy configurations for portal-originated records.

Skills

Dynamics 365

Power Automate

Dataverse

Web API

REST APIs

C# plugins

Azure Logic Apps

Power BI

Security model

DocuSign

Education

MB-210/MB-220/PL-400 certs

Tools

Azure

Logic Apps

Service Bus

API Management

Job description

About Octopus by RTG

Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long‑term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.

Key Responsibilities

• Configure and customize Dynamics 365 entities, forms, views, and business process flows to support the leasing journey: inquiry (RIF/TIF) capture, unit listing sync, offer/negotiation status, indicative terms, and lease sign‑off.
• Build and maintain the integration layer (in coordination with the API Developer) that pushes/pulls data between the Portal and Dynamics — e.g., unit availability, agent assignment, inquiry routing, booking confirmations, and lease‑status transitions (Prospect → Offer → Signed→ Active → Renewal/Termination).
• Develop plugins, workflows, Power Automate flows, and custom APIs within Dynamics to automate leasing‑team notifications and approval steps (e.g., move‑in request approvals,addendum requests, operational date changes).
• Model and maintain the account hierarchy needed for sub‑accounts (MHR‑03, MUT‑16/17) and company profiles (MUT‑31) within Dynamics.
• Support renewal and termination workflows by ensuring Dynamics reflects and triggers portal‑side renewal notifications (SRR/SRT) and termination/settlement records (FCR/FCT).
• Build reporting/dashboards in Dynamics (or Power BI) for the leasing and community‑management teams to track inquiries, conversions, and portal‑driven activity.
• Manage security roles, field‑level permissions, and data‑privacy configuration within Dynamics for portal‑originated records.
• Participate in data‑mapping and (if scoped as a change request) data‑migration exercises between legacy systems and Dynamics.
• Support UAT for all CRM‑dependent features and provide production support during hypercare.

Required Skills & Experience

• 4+ years hands‑on Microsoft Dynamics 365 (Sales / Customer Engagement) development and configuration experience.
• Strong command of the Dynamics customization toolkit: plugins (C#), custom workflows, Power Automate, Dataverse, and the Dynamics Web API / Common Data Service.
• Experience integrating Dynamics with external web/portal applications via REST APIs or Azure integration services (Logic Apps, Service Bus, API Management).
• Solid understanding of the real‑estate/leasing domain (or comparable long‑sales‑cycle CRM use case: inquiry → offer → contract → renewal/termination) is a strong plus.
• Experience with Power BI or Dynamics native reporting for operational dashboards.
• Familiarity with Dynamics security model (business units, roles, field security) and data‑privacy considerations for resident/tenant personal data.
• Working knowledge of e‑signature and document‑generation integrations within Dynamics (e.g., DocuSign for Dynamics) is a plus.
• Microsoft certification (e.g., MB‑210, MB‑220, or PL‑400) is preferred but not required.

Success Criteria for This Engagement

• CRM‑dependent leasing features (JCR‑06, JCT‑06/10–13, and lease‑status transitions across both portals) are correctly synced and demonstrable end‑to‑end.
• Leasing and community‑management teams can operate their day‑to‑day workflow from Dynamics with no manual re‑entry of portal‑originated data.
• Reporting/dashboards give the Client visibility into portal‑driven leasing activity.