Dynamics 365 Sales: Functional-Technical Lead

The White Team

United States

Remote

USD 44,000 - 46,000

Full time

3 days ago

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Benefits offered by this job

23 vacation days per year

14‑payment salary scheme

Private medical and dental insurance

Childcare vouchers

Job summary

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).

Responsibilities

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.