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

Robusta Studio; Riyadh; On-site; SAR 180,000 - 300,000; Full time

Job summary

Robusta Technology Group is seeking a Dynamics 365 CRM developer to configure and customize ERP/CRM workflows and build robust integration layers with external portals. You will design, implement, and optimize solutions across units, forms, and data models to support leasing and real‑time operations.

The role requires 4+ years of hands‑on Dynamics 365 experience, strong API and Azure integration knowledge, and the ability to deliver dashboards and reports for leasing and community management

Qualifications

• 4+ years hands-on Microsoft Dynamics 365 (Sales/Customer Engagement) development and configuration.

Responsibilities

• Configure and customize Dynamics 365 entities, forms, views and business process flows.
• Build and maintain the integration layer between the Portal and Dynamics (unit availability, inquiries, bookings, lease status).
• Develop plugins, workflows, Power Automate flows and custom APIs to automate leasing‑team notifications and approvals.
• Model and maintain account hierarchy and company profiles within Dynamics.
• Support renewal/termination workflows and portal‑side notifications.
• Create dashboards in Dynamics or Power BI for leasing and community management teams.
• Manage security roles and data‑privacy settings for portal-originated records.
• Participate in data mapping and data migration tasks between legacy systems and Dynamics.

Skills

Dynamics 365 customization

C# plugins

Power Automate

Dataverse

REST API integration

Azure Logic Apps

Power BI

Security model & data privacy

Tools

Power BI

Dataverse

Dynamics Web API

Azure Logic Apps

Service Bus

API Management

DocuSign for Dynamics

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 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-1617 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.