Dynamics 365 Sales Functional

The White Team; United States; À distance; USD 44 000 - 46 000; Plein temps

Avantages offerts par ce poste

23 vacation days per year

14‑payment salary scheme

Private medical and dental insurance

Childcare vouchers

Résumé du poste

The Whiteam Consulting seeks a Dynamics 365 Sales Functional-Technical Lead to own the design, configuration, governance, and continuous evolution of a CRM solution built on Microsoft Dynamics 365 Sales and Dataverse. You will be the primary functional and technical authority, defining data models, managing lead/opportunity lifecycles, implementing scoring/routing, and ensuring data quality.

Collaborate with stakeholders, coordinate ERP/system integrations, and lead testing, releases, and

Qualifications

• Deep expertise in Microsoft Dynamics 365 Sales configuration, customization and administration.
• Strong knowledge of Dataverse data modeling, security and governance.
• Experience with lead, account and opportunity management processes.
• Experience with data governance, data quality, and deduplication strategies.
• Proficiency with Power Platform (Power Automate, Power Apps, Power BI) and related workflows.
• Experience with CRM best practices and sales lifecycle management.
• Experience with global CRM implementations.
• Excellent stakeholder management and communication skills.
• Languages: English (C1 or native), Spanish (C1 or native).

Responsabilités

• Own the end‑to‑end Dynamics 365 Sales solution as the primary functional and technical lead.
• Define and maintain the Account, Client, Lead, Contact, Opportunity and Activity data model within Dataverse.
• Configure lead and pipeline management processes including qualification, scoring, routing and assignments.
• Design and maintain business rules, automations, workflows, dashboards, forms and security models.
• Define uniqueness, matching and deduplication rules to ensure data quality.
• Provide a complete 360° customer interaction history across activities and communications.
• Collaborate with stakeholders to translate requirements into CRM capabilities.
• Coordinate integrations between Dynamics 365 and external enterprise applications.
• Provide technical leadership, governance and troubleshooting support.
• Support testing, releases, deployments and continuous improvement initiatives.

Connaissances

Dynamics 365 Sales configuration

Dataverse data modeling

Lead & opportunity lifecycle

Data governance & deduplication

Power Platform (Power Automate, Power 

Formation

Microsoft Certifications: Dynamics 365 Sales Functional Consultant Associate

Microsoft Certified: Power Platform Functional Consultant Associate

Microsoft Certified: Power Platform Solution Architect Expert

Outils

Power Automate

Power Apps

Power BI

Dataverse

Azure integration services

Description du poste

Описание

Описание: Descripción del puesto The Whiteam Consulting is looking for a Dynamics 365 Sales Functional-Technical Lead who will own the design, configuration, governance, and continuous evolution of the LMS solution built on Microsoft Dynamics 365 Sales and Dataverse. Acting as the primary functional and technical authority, this role is responsible for defining the Account and Client data model, lead and opportunity lifecycle management, pipeline governance, scoring and routing mechanisms, activity management, and customer interaction history. The role combines strong business process knowledge with technical expertise to deliver scalable, user-centric, and compliant CRM solutions.

Задачи

• Own the end-to-end Dynamics 365 Sales solution as the primary functional and technical lead.
• Define and maintain the Account, Client, Lead, Contact, Opportunity and Activity data model within Dataverse.
• Configure lead and pipeline management processes including qualification, scoring, routing and assignments.
• Design and maintain business rules, automations, workflows, dashboards, forms and security models.
• Define uniqueness, matching and deduplication rules to ensure data quality and consistency.
• Provide a complete 360° customer interaction history across activities and communications.
• Collaborate with business stakeholders to translate requirements into CRM capabilities.
• Coordinate integrations between Dynamics 365 and external enterprise applications.
• Provide technical leadership, governance and troubleshooting support.
• Support testing, releases, deployments and continuous improvement initiatives.

Требования

• Strong expertise in Microsoft Dynamics 365 Sales configuration, customization and administration.
• Deep understanding of Dataverse architecture, data modeling and security.
• Experience in lead, opportunity and account management processes.
• Strong knowledge of data governance, data quality and deduplication strategies.
• Experience with Power Automate, business rules and business process flows.
• Strong understanding of CRM best practices and sales lifecycle management.
• Experience with global CRM implementations.
• Strong stakeholder management and communication skills.
• Experience with Dynamics 365 Customer Insights.
• Knowledge of Power Apps, Power BI and the broader Power Platform.
• Experience integrating Dynamics 365 with ERP and third-party systems.
• Knowledge of Azure integration services and APIs.
• Experience with Microsoft Fabric or Azure Data Platform.
• Experience in Agile delivery environments.
• Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate.
• Microsoft Certified: Power Platform Functional Consultant Associate.
• (nice to have) Microsoft Certified: Power Platform Solution Architect Expert (nice to have)
• Experience leading enterprise CRM transformation initiatives.
• More details Languages needed: English (C1 or native), Spanish (C1 or native).
• Working hours: 09:00-18:00
• A minimum of 5 years of experience is required.
• Salary: 39.000 - 41.000€ gross per year, depending on the candidate's profile and experience.
• Company Being part of THEWHITEAM means joining a company made up of professionals with extensive experience in technology consulting.
• We firmly believe that companies and clients set the direction of the industry, but it is people who build it.
• We consider it essential that our organization is founded on our greatest asset and added value: our people.

Условия

• We are covered by the Consulting and Market Research Collective Agreement.
• We offer 23 vacation days per year.
• We have a 14-payment salary scheme: 12 monthly payments plus 2 additional payments (June and December).
• As part of our flexible compensation package, employees can opt for childcare vouchers and private medical and dental insurance.