Dynamics 365 CRM Consultant - Power Platform & Integrations

Robotics Technologies LLC

Malvern (Chester County)

On-site

USD 90,000 - 130,000

Full time

Just now
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Job summary

Robotics Technologies LLC is seeking an experienced Microsoft Dynamics 365 CRM Functional Consultant to lead requirements gathering, configure CRM solutions, and support end-to-end implementations across Sales, Service, and Marketing.

You will work with stakeholders and technical teams to understand business requirements, configure CRM solutions, manage data migration, and support production releases using Dataverse, Power Apps, and Power Automate.

Qualifications

  • Strong requirements gathering and business-process analysis.
  • CRM functional configuration including entities, fields, forms, views, workflows, and business rules.
  • Experience with Dynamics 365 Sales, Customer Service, and Marketing modules.
  • Knowledge of Microsoft Dataverse, Power Apps, and Power Automate.
  • Experience with CRM data migration, validation, and reconciliation.
  • Understanding of REST APIs, Web API, and CRM integrations.
  • UAT, test cases, defect management, and functional documentation.

Responsibilities

  • Gather business requirements and discuss needs with stakeholders.
  • Analyze processes and translate requirements into functional CRM solutions.
  • Configure and customize Dynamics 365 CRM (entities, fields, forms, views, workflows).
  • Work with Dynamics 365 Sales, Customer Service, and Marketing modules.
  • Configure security roles, permissions, and access controls.
  • Develop with Microsoft Dataverse, Power Apps, and Power Automate.
  • Support CRM data migration, bulk updates, validation, and reconciliation.
  • Collaborate with developers and project teams to ensure delivery.
  • Prepare functional specs, user stories, process docs, and solution designs.
  • Develop test cases, coordinate UAT, manage defects, and support production releases.
  • Provide ongoing functional support and identify CRM process improvements.

Skills

Dynamics 365 CE
Requirements gathering
CRM configuration
Sales module
Customer Service module
Dataverse
Power Apps
Power Automate
Data migration
REST/Web APIs
UAT & testing
Stakeholder comms

Education

Bachelor's degree in CS/IT

Tools

Dynamics 365 Certifications
Power Platform Certifications

Job description

Robotics Technologies LLC is seeking an experienced Microsoft Dynamics 365 CRM Functional Consultant to lead requirements gathering, configure CRM solutions, and support end-to-end implementations across Sales, Service, and Marketing.

You will work with stakeholders and technical teams to understand business requirements, configure CRM solutions, manage data migration, and support production releases using Dataverse, Power Apps, and Power Automate.

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