Dynamics 365 CRM Manager

Peterson Technology Partners; Lake Forest (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Peterson Technology Partners is seeking a Dynamics 365 CRM Manager to join our team in a role focused on the origination-to-booking process for leasing and financial services. You will administer and configure Dynamics 365, maintain HTML/JS UIs, and support Power Platform features to enable business users.

You will bridge leasing operations and technical teams, mentor junior staff, and drive UAT with clear, actionable handoff packages for developers.

Qualifications

• 6+ years with Microsoft Dynamics 365 CE / Sales in admin, configuration or functional roles.
• Direct experience with equipment leasing back-office platforms is highly preferred.
• Familiarity with Power Platform, Dataverse, and integration tools like KingswaySoft.
• Strong communication with business stakeholders and developers.

Responsibilities

• Administer Dynamics 365 Sales for the origination-to-booking process and perform configuration changes.
• Maintain custom HTML resources and JScript logic powering purpose-built UIs within Dynamics 365.
• Support Power Automate flows, Power Apps configurations, and ensure system hygiene and security.
• Partner with development teams on complex CRM enhancements and integrations.
• Own UAT and document changes with clear handoff materials for IT teams.

Skills

CRM configuration

Microsoft Dynamics 365 administration

Stakeholder communication

Problem solving

Mentoring juniors

Tools

Microsoft Dynamics 365

Power Automate

Power Apps

Dataverse

KingswaySoft

FetchXML

Microsoft SQL

SSRS

Power BI

XrmToolBox

HTML/JavaScript

Job description

Our client is seeking Dynamics 365 CRM Manager (Financial Services or Leasing Industry) to join their team.

Expert knowledge of Microsoft Dynamics 365 as our CRM and origination platform. They need to be able to be able to make the changes directly, and provide clear, well-structured handoffs to developers when changes require deeper technical work.

How You Will Work:

• Your day-to-day will blend Financial business expertise with systems knowledge and practical problem-solving. A typical engagement might look like this:
• A business stakeholder raises a friction point in the origination or booking workflow.
• You understand it immediately because you know the process — you know how LeasePlus (A leasing platform) or an equivalent system structures the deal, and you know how Dynamics 365 supports (or doesn't support) the current flow.
• You assess whether the fix is a CRM configuration change, an administrative update, or something that requires development work.
• If it's within scope for configuration, you make the change directly, test it, and close the loop with the stakeholder.
• If it requires advanced development, you use AI tools to help draft the requirements, prototype the logic, and produce a clear handoff package for the dev team — so developers spend their time building, not clarifying.
• You oversee the work through testing and sign-off, ensuring the outcome actually solves the business problem.
• You are the person who understands the business well enough to know what needs to be built, and who bridges the gap between leasing operations and the technical work that supports it.

Key Responsibilities:

Leasing Systems & Business Process

• Serve as subject matter expert on equipment leasing/ Financial operations, deal flow, and back-office processes — drawing on direct experience with Dynamics CRM which holds the origination to booking process.
• Identify opportunities to improve workflows across origination, quoting, credit, booking, contract management, and asset lifecycle using a strong understanding of how lessor systems model these processes.
• Engage directly with business stakeholders across originations, operations, and finance to understand pain points and translate them into actionable system improvements.

CRM Administration & Configuration: (must- have experience)

• Administer Microsoft Dynamics 365 Sales as the primary CRM supporting our origination-to-booking process.
• Make configuration and administrative changes directly in Dynamics 365 — including updates to entities, fields, views, business rules, business process flows, workflows, and security roles — without requiring developer involvement for routine changes.
• Maintain and extend custom HTML web resources and Jscript-driven form logic that power purpose-built UIs within Dynamics 365.
• Support Power Automate flows and basic Power Apps configurations that extend CRM functionality for business users.
• Maintain system hygiene, user access, security model, and documentation for the CRM environment.

Solution Design & Development Partnership:

• Participate in architectural and design decisions — weighing build-vs-buy trade-offs, evaluating data model options, and recommending solutions that fit the complexity of our business.
• Use AI tools (such as Claude) to accelerate requirements gathering, draft process documentation, and prototype lightweight solutions or configuration logic.
• Produce clear, well-structured requirements packages and technical handoff materials for the development team when changes exceed configuration scope.
• Partner with the development team on more complex CRM enhancements, back-office integrations, and automation initiatives — providing business and systems context so developers can work efficiently.
• Own user acceptance testing (UAT) for system changes, validating that solutions behave correctly in the context of real leasing workflows.
• Maintain documentation for system changes, configurations, and process improvements.

Qualifications:

• Hands-on lessor platform experience. Direct experience with an equipment lessor back-office platform — LeasePlus, Odessa, Solifi, or directly comparable. If you don’t know any of these you will need to have a finance background so you can pick it up.
• Dynamics 365 administration. 6+ years working with Microsoft Dynamics 365 CE / Sales in an administrative, configuration, or functional capacity, with the ability to make configuration changes independently — entities, workflows, business process flows, security roles, views, and forms.
• Communication. Strong communication skills; able to engage credibly with business stakeholders and technical developers alike.
• AI tool comfort. Comfortable using AI tools (Claude or equivalent) to accelerate requirements gathering, documentation, and prototyping. We always start with AI to build the foundation.
• Custom UI development. Experience building or maintaining custom HTML web resources and JScript-driven form logic within Dynamics 365.
• Power Platform. Familiarity with Power Automate, Power Apps (model-driven and canvas), and Dataverse.
• Integration tooling. Experience with KingswaySoft or similar Dynamics 365 integration tooling, and working knowledge of FetchXML and Microsoft SQL for data queries and ETL troubleshooting.
• Reporting. Experience with SSRS report development and Power BI for operational visibility would be a plus.
• Administrative tooling. Familiarity with XrmToolBox for CRM administration tasks.
• Custom solution familiarity. Familiarity with custom entities and workflows specific to lease origination, debt placement, remarketing, and asset disposition is a strong plus.
• Experience mentoring and managing junior team members.

About The Company

Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.

For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.

Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:

Helping every client make the best hiring decisions possible

Matching professionals with the right IT jobs and career opportunities

As part of that commitment, we believe in providing clear information about how our hiring technologies work and how your data is used. The following section outlines our AI-assisted interview process and your rights as a candidate.

AI-Assisted Interview Experience (Pete & Gabi – Rebecca)

To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.

These AI hiring tools help us:

• Conduct recorded video interviews
• Transcribe interviews
• Summarize candidate responses
• Generate job-related insights
• Streamline communication and scheduling

Please note that:

The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.

The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.

If you prefer a non-AI interview format, we will gladly provide an alternative.

Technical or Case Interviews (Role-Dependent):

When applying for certain tech jobs, you may participate in:

• A technical interview
• A case study
• A client-specific assessment

We will always explain what to expect in advance so you can prepare with confidence.

Human Review & Selection:

Every candidate's profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.

AI insights may assist with organization and evaluation, but final decisions are always human-driven.

Your Rights as a Candidate:

At PTP, every candidate has the right to:

Request a non-AI interview path

Ask how your data is being used

Request access to transcripts or interview recordings

Request deletion of your AI-recorded interview

Receive clear, timely communication

Our goal is to ensure you feel respected, informed, and supported throughout your experience.

Our Commitment:

For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.

We're committed to a hiring process that is:

• Transparent
• Compliant
• Equitable
• Powered by innovative technology that enhances—not replaces—human judgment

Welcome to the future of hiring at Peterson Technology Partners.

We're excited to learn more about you.

Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.