Dynamics 365 CRM Techno-Functional Architect (Onsite)

Envision Technology Solutions; Piscataway Township (NJ); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

Envision Technology Solutions seeks a Dynamics 365 Techno-Functional Consultant to design and implement a CRM solution for an insurance carrier’s agency distribution team. The role requires configuring the Dataverse data model, security roles, and integrations, while aligning with business stakeholders.

You will deliver end-to-end implementations, build dashboards, and run ALM pipelines with the pac CLI, collaborating with the data team for daily syncs and write-backs to the core system.

Qualifikationen

• 4+ years with Dynamics 365 Sales / Dataverse and at least two end-to-end implementations.
• Dataverse security (roles, BUs, teams, column security) and production-grade Power Automate.
• External data integration: virtual tables, dataflows or Fabric pipelines, upserts on alternate keys; ALM with the Power Platform CLI.
• The functional half: runs a requirements session and presents to business stakeholders without a translator.

Aufgaben

• Build the Dataverse data model: extended account and contact tables, a custom visit activity, choice lists, business rules and forms, from a field-level design that already exists.
• Deliver the integration with the client’s data team: a daily sync keyed on an alternate key, sync-filled lookups, virtual tables over production, and a write-back of assignments to the core system.
• Configure seven security roles from an agreed access matrix, plus Power Automate flows for follow-up reminders and notifications.
• Build role-based dashboards, set up Outlook and Teams integration, and run the ALM pipeline with the pac CLI. Run working sessions, close open design items, and demo working software at monthly checkpoints.

Jobbeschreibung

Envision Technology Solutions seeks a Dynamics 365 Techno-Functional Consultant to design and implement a CRM solution for an insurance carrier’s agency distribution team. The role requires configuring the Dataverse data model, security roles, and integrations, while aligning with business stakeholders.

You will deliver end-to-end implementations, build dashboards, and run ALM pipelines with the pac CLI, collaborating with the data team for daily syncs and write-backs to the core system.