Senior CRM Lead: Dynamics CE & AI Solutions

Data-Core Systems, Inc.; Harrisburg (Dauphin County); On-site; USD 120,000 - 160,000; Full time

Job summary

Data-Core Systems, Inc. is seeking a CRM Lead to join our Consulting team to design, develop, and implement Microsoft CE-based CRM solutions for a roadway client.

You will participate in architecture, migration, and integration efforts and mentor CRM and full‑stack developers. You will coordinate changes to CBOS/UBOS, advise leadership on CE trends, and ensure successful delivery of CRM, portal, and web applications within the UBOS program.

Qualifications

• 10 years of Microsoft CE application software systems implementation experience.
• 10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, and Reporting Services.
• 5 years as a Microsoft-certified FastTrack solution architect for business applications.
• 2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
• Delivered 2 projects as a certified FastTrack project for Business Applications.
• Delivered 1 successful implementation leveraging AI technologies to enhance customer service operations, including the development and implementation of AI-driven chatbots and virtual assistants, leveraging Copilot and Azure AI for Microsoft Dynamics CRM solution deployment.
• Hands-on experience with Dynamics Contact Center solution deployment, including the ability to manage and optimize communication processes, improving efficiency and customer satisfaction.
• Proven implementation experience in Data Migration to Microsoft CRM from other non-COTs account management systems.
• Proven implementation experience in developing integrations with ERP systems and data repositories.
• Implemented high-volume contact center applications, including CRM, Portal, and Mobile Apps for customer service, Natural Language Interactive Voice Response (IVR), and ChatBOT functions enabled.
• Strong understanding of the Human Centered Design Approach for product development
• Proficient in the Microsoft ADO Testing Module.

Responsibilities

• Study and understand the client’s Microsoft CE applications and configurations.
• Coordinate changes to the CBOS and UBOS, plus the client’s other technologies, ensuring they meet the client’s needs and follow standards and policies.
• Architect and build a roadmap for delivery.
• Assign work and manage and mentor a team of CRM and full-stack developers.
• Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.
• Advise the client’s leadership on current trends in Microsoft CE applications and functionalities.
• Act as a subject matter expert and represent the client in meetings and reports with stakeholders.
• Raise concerns and potential issues to the client’s leadership with sufficient detail for decision-making.
• Architect and develop Microsoft CE customizations and configurations to meet the client’s functionality needs.
• Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.
• Act as an expert for Data Migration to Microsoft CRM.
• Fully document all created work associated with this position, including technical and functional designs and diagrams, test plans, test scripts, impact analysis reports, lessons learned, best practices for others to follow, plus any other documentation as required by the client.
• Adhere to and follow all clients’ standards, policies, and procedures.
• Perform tasks and other duties as related to this position and role, and assigned by the client.

Skills

CRM development

Microsoft CE

JavaScript

Python

React

SSIS

Reporting Services

AI tools

D365 CE

Azure AI

FastTrack

Data Migration

ERP integrations

Contact Center

Education

Bachelor’s degree in business management or information systems

Tools

Dynamics CRM

Copilot Studio

Power Apps

Job description

Data-Core Systems, Inc. is seeking a CRM Lead to join our Consulting team to design, develop, and implement Microsoft CE-based CRM solutions for a roadway client.

You will participate in architecture, migration, and integration efforts and mentor CRM and full‑stack developers. You will coordinate changes to CBOS/UBOS, advise leadership on CE trends, and ensure successful delivery of CRM, portal, and web applications within the UBOS program.