Role Overview
As a CRM Solution Architect specializing in Microsoft Dynamics, you will play a pivotal role in designing and delivering innovative technology solutions that align with business objectives. You will be responsible for defining scalable, high-performance solutions while serving as a subject matter expert in CRM technology architecture. This role requires advanced proficiency in Technology Architecture, Operational Architecture, and Architecture Frameworks, with a focus on Applications Architecture and Architectural Design.
Key Responsibilities
- Technology Architecture Design: Develop and deliver technology architecture for platforms, products, or engagements, ensuring alignment with performance, capability, and scalability requirements.
- Solution Development: Create innovative CRM solutions using Microsoft Dynamics that meet business objectives and drive value. Conduct thorough assessments of existing architectures and recommend improvements to enhance efficiency and effectiveness.
- Stakeholder Collaboration: Facilitate workshops and discussions to gather requirements and feedback from stakeholders, ensuring solutions meet their needs. Engage with multiple teams to drive collaboration and contribute to key decisions.
- Documentation and Knowledge Sharing: Create detailed documentation of architectural designs and decisions for future reference and knowledge sharing. Mentor and guide junior team members, promoting best practices in technology architecture and CRM solutions.
- Leadership and Team Management: Manage and collaborate with teams to ensure effective performance and delivery of solutions. Take ownership of team decisions and provide guidance to ensure alignment with architectural goals.
Experience
- 8–12+ years of experience in the Microsoft ecosystem, with 5+ years specializing in Dynamics 365 Customer Engagement (CE), Dataverse, and Power Platform.
- Proven track record of leading multi-sprint deliveries as a Technical Lead, specifically across Sales, Customer Service, and Field Service modules, ensuring successful implementation and alignment with business objectives.
Technical Expertise
- Advanced proficiency in C#/NET (Plugins, Custom APIs, XRM SDK), JavaScript/TypeScript (form scripting, command bar customization), and PCF controls for creating tailored CRM solutions.
- Strong expertise in Dataverse schema design, including security roles, teams, auditing, and data governance.
- Hands-on experience with CI/CD pipelines using Azure DevOps, including solution layering, branching strategies, and automated deployments for CRM projects.
- Deep knowledge of integration and data migration strategies, including ETL processes, throttling, pagination, and delta synchronization to ensure seamless data flow across systems.
Communication Skills
- Exceptional written and verbal communication skills, with the ability to lead technical workshops, collaborate with stakeholders, and effectively defend architecture decisions.
- Skilled in facilitating discussions to gather requirements, align solutions with business needs, and ensure stakeholder buy-in.
Preferred Qualifications
- Experience with advanced Dynamics 365 modules, including Omnichannel for Customer Service, Field Service Resource Scheduling (FSR), and Marketing.
- Exposure to Copilot Studio, AI Builder, and responsible AI patterns for CRM scenarios, showcasing innovation in leveraging AI for CRM solutions.
Certifications (Preferred)
- Microsoft Certified: Power Platform Developer Associate (PL-400) – Demonstrating expertise in Power Platform development.
- Microsoft Certified: Power Platform Solution Architect Expert (PL-600) – Validating advanced solution architecture skills.
- Microsoft Certified: Dynamics 365 Customer Service/Sales Functional Consultant (MB-230/MB-210) – Highlighting functional knowledge of Dynamics 365 modules.
- Azure Developer/Architect (AZ-204/AZ-305) – Showcasing proficiency in Azure services and architecture.
Tools & Technologies
- Dynamics 365 CE: Dataverse, Power Apps (Model-Driven/Canvas), Power Automate, and Copilot Studio for creating robust CRM solutions.
- Azure DevOps: Git, YAML Pipelines, and Test Plans for efficient development and deployment workflows.
- Azure Services: Azure Functions, Logic Apps, API Management, Service Bus, and Event Grid for seamless integrations and scalable solutions.
- Development Tools: JavaScript/TypeScript, C#/.NET, PCF, XRM Tooling, and SolutionPackager for custom development.
- Monitoring & Testing: Application Insights, Kusto/Log Analytics, Postman, and Swagger/OpenAPI for performance monitoring and API testing.