Microsoft Dynamics 365

Robotics Technologies; Malvern (Chester County); On-site; USD 90,000 - 130,000; Full time

Job summary

Robotics Technologies LLC is seeking an experienced Microsoft Dynamics 365 CRM Functional Consultant to lead requirements gathering, configure CRM solutions, and support end-to-end implementations across Sales, Service, and Marketing.

You will work with stakeholders and technical teams to understand business requirements, configure CRM solutions, manage data migration, and support production releases using Dataverse, Power Apps, and Power Automate.

Qualifications

• Strong requirements gathering and business-process analysis.
• CRM functional configuration including entities, fields, forms, views, workflows, and business rules.
• Experience with Dynamics 365 Sales, Customer Service, and Marketing modules.
• Knowledge of Microsoft Dataverse, Power Apps, and Power Automate.
• Experience with CRM data migration, validation, and reconciliation.
• Understanding of REST APIs, Web API, and CRM integrations.
• UAT, test cases, defect management, and functional documentation.

Responsibilities

• Gather business requirements and discuss needs with stakeholders.
• Analyze processes and translate requirements into functional CRM solutions.
• Configure and customize Dynamics 365 CRM (entities, fields, forms, views, workflows).
• Work with Dynamics 365 Sales, Customer Service, and Marketing modules.
• Configure security roles, permissions, and access controls.
• Develop with Microsoft Dataverse, Power Apps, and Power Automate.
• Support CRM data migration, bulk updates, validation, and reconciliation.
• Collaborate with developers and project teams to ensure delivery.
• Prepare functional specs, user stories, process docs, and solution designs.
• Develop test cases, coordinate UAT, manage defects, and support production releases.
• Provide ongoing functional support and identify CRM process improvements.

Skills

Dynamics 365 CE

Requirements gathering

CRM configuration

Sales module

Customer Service module

Dataverse

Power Apps

Power Automate

Data migration

REST/Web APIs

UAT & testing

Stakeholder comms

Education

Bachelor's degree in CS/IT

Tools

Dynamics 365 Certifications

Power Platform Certifications

Job description

US Citizen, Green Card, H-1B, OPT-EAD, CPT, Other

Work Authorization: US Citizen, Green Card, OPT-EAD, CPT, H-1B, H4-EAD, Other

Job Description:

We are seeking an experienced Microsoft Dynamics 365 CRM Functional Consultant with strong expertise in Dynamics 365 Customer Engagement (CE), business-process analysis, CRM configuration, and Power Platform. The ideal candidate will work closely with business stakeholders and technical teams to understand business requirements, configure CRM solutions, manage data migration, and support end-to-end implementation.

• Gather business requirements and conduct stakeholder discussions to understand business needs.
• Analyze business processes and translate requirements into functional CRM solutions.
• Configure and customize Dynamics 365 CRM, including entities, tables, fields, forms, views, workflows, and business rules.
• Work with Dynamics 365 Sales, Customer Service, and Marketing modules.
• Configure security roles, permissions, and access controls.
• Develop and maintain solutions using Microsoft Dataverse, Power Apps, and Power Automate.
• Support CRM data migration, bulk updates, data validation, and reconciliation.
• Work with technical teams to support REST APIs, Web API, OData, and Azure-based integrations.
• Prepare functional specifications, user stories, process documentation, and solution designs.
• Develop test cases, coordinate UAT, manage defects, and support production releases.
• Collaborate with business stakeholders, developers, and project teams to ensure successful delivery.
• Provide ongoing functional support and identify opportunities for CRM process improvements.

Required Technical Skills:

• Strong hands-on experience with Microsoft Dynamics 365 CRM / Customer Engagement (CE).
• Experience in requirements gathering and business-process analysis.
• Expertise in CRM functional configuration, including entities, fields, forms, views, workflows, and business rules.
• Experience with Dynamics 365 Sales and Customer Service modules.
• Knowledge of Microsoft Dataverse.
• Experience with Power Apps and Power Automate.
• Experience with CRM data migration, validation, and reconciliation.
• Understanding of REST APIs, Web API, OData, and CRM integrations.
• Experience with UAT, test cases, defect management, and functional documentation.
• Strong stakeholder communication and problem-solving skills.

Preferred Qualifications:

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• Microsoft Dynamics 365 or Power Platform certifications.
• Experience in enterprise CRM implementation, migration, or upgrade projects.

We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, national origin, citizenship/ immigration status, veteran status, or any other status protected under federal, state, or local law.