Dynamics 365 CRM Techno-Functional Consultant (Insurance)

ValueMomentum, Inc.; Piscataway Township (NJ); On-site; USD 100,000 - 170,000; Full time

Job summary

ValueMomentum, Inc. in Piscataway, NJ, is seeking a Techno-Functional Consultant, Dynamics 365 CRM, to lead design, configuration and validation for an insurance carrier's agency distribution team.

You will build Dataverse data models, manage security roles, integrate with external data sources, and run ALM pipelines using pac CLI while collaborating with business stakeholders to capture requirements and deliver working software monthly.

Qualifications

• 4 to 8 years with Dynamics 365 Sales / Dataverse; at least two end-to-end implementations.
• Deep configuration: tables, alternate keys, custom activities, business rules, forms, model-driven apps.
• 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.

Responsibilities

• Build the Dataverse data model: extended account and contact tables, a custom visit activity, etc. from an existing field-level design.
• Deliver integration with client data team: daily sync keyed on an alternate key, sync-filled lookups, virtual tables over production, write-back of assignments.
• Configure seven security roles from an 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.

Skills

Dynamics 365 Sales / Dataverse

Power Automate

Dataverse security

External data integration

ALM Power Platform CLI

Tools

Fabric

Synapse

Power BI

Power Pages

Job description

ValueMomentum, Inc. in Piscataway, NJ, is seeking a Techno-Functional Consultant, Dynamics 365 CRM, to lead design, configuration and validation for an insurance carrier's agency distribution team.

You will build Dataverse data models, manage security roles, integrate with external data sources, and run ALM pipelines using pac CLI while collaborating with business stakeholders to capture requirements and deliver working software monthly.