Technical Lead, Dynamics 365 & Azure Integration

Clarity Benefit Solutions; United States; Remote; USD 150,000 - 190,000; Full time

Job summary

Clarity Benefit Solutions seeks an experienced Integration Architect to lead cross-system interfaces from Salesforce to D365 CE/Dataverse, with emphasis on data migration, analytics, and governance.

You will employ Azure Logic Apps, Functions, Service Bus, and API Management to build secure, scalable integration flows, while delivering Power BI reports and data models for executives and operations teams.

Qualifications

• Bachelors degree in a related field.
• 8+ years in enterprise integration, data migration, data engineering, or analytics.
• Hands-on with Salesforce and/or D365 CE integrations via APIs and middleware.
• Experience with Azure Integration Services (Logic Apps, Functions, Service Bus, API Management).
• CRM data migration planning: mapping, cleansing, reconciliation, cutover, rollback.
• Azure Data Factory, SSIS/KingswaySoft, Dataverse APIs, SQL experience.
• Power BI modeling, DAX, reports, performance tuning.
• Strong REST APIs, JSON, security, logging and production support.
• Ability to lead technical workstreams and communicate with stakeholders.

Responsibilities

• Lead design and delivery of integrations between D365 CE/Dataverse and related systems.
• Assess Salesforce integrations and define target-state patterns for D365 CE.
• Implement and govern APIs using Azure services (Logic Apps, Functions, Service Bus, API Management).
• Define synchronous/asynchronous patterns, event-driven processing, and error handling.
• Establish secure authentication, secrets management, monitoring, and runbooks.
• Coordinate testing and changes with vendors and D365 developers.
• Own migration strategy from Salesforce to D365 CE/Dataverse.
• Plan migration waves, mock loads, cutover, and post-migration stabilization.
• Develop Power BI models, dashboards, and reports.
• Lead workstream planning and mentorship for integration and analytics teams.

Skills

Azure Logic Apps

Azure Functions

Service Bus

API Management

Power BI

Dataverse APIs

SQL

REST APIs

JSON

Data integration

Leadership

Education

Bachelor's degree in Computer Science, Information Systems, Engineering, Data Engineering, or a related field

Tools

Azure Logic Apps

Azure Functions

Service Bus

API Management

Power BI

Dataverse APIs

SQL

SSIS

KingswaySoft

Dataverse

Microsoft Fabric

Job description

Job Responsibilities

Integration Architecture & Delivery

• Lead design and delivery of integrations between D365 CE/Dataverse, benefits administration platforms, HRIS, payroll, carriers, broker/benefit partner systems, finance platforms, and other internal or third-party applications as applicable.
• Assess existing Salesforce integrations, interfaces, scheduled jobs, middleware, API contracts, and dependencies; define target-state integration patterns for D365 CE.
• Implement and govern APIs and integration services using Azure Logic Apps, Azure Functions, Azure Service Bus, API Management, and related Azure services where appropriate.
• Define synchronous and asynchronous patterns, event-driven processing, message contracts, idempotency, retries, dead-letter handling, reconciliation, and replay/recovery procedures.
• Establish secure authentication, authorization, secrets management, encryption, monitoring, alerting, and operational runbooks.
• Coordinate interface testing and changes with vendors, partner teams, business owners, and D365 developers; manage versioning and backward compatibility.

Salesforce-to-D365 CE Data Migration

• Own migration strategy, source profiling, extraction, mapping, cleansing, transformation, deduplication, loading, validation, and reconciliation from Salesforce to D365 CE/Dataverse.
• Define source-to-target mappings for accounts, contacts, leads, opportunities, cases, activities, notes, attachments/files, relationships, ownership, status values, and other in-scope objects.
• Plan migration waves, mock loads, incremental/delta migration, freeze windows, cutover, rollback, and post-migration stabilization.
• Use appropriate tooling such as Azure Data Factory, SSIS/KingswaySoft, Dataverse APIs, bulk operations, and custom migration utilities.
• Manage data quality rules, duplicate resolution, reference/master data, transformed values, historical data strategy, record ownership, and relationship integrity.
• Implement control totals, record counts, field-level validation, exception reports, business reconciliation, and formal migration sign-off.
• Manage performance and reliability risks including API throttling, large data volumes, dependencies, failed records, reruns, and source-system constraints

Data Analytics & Reporting

• Assess Salesforce reports, dashboards, extracts, and KPIs; define target reporting requirements and migration/rebuild priorities for D365 CE and Power BI.
• Develop and maintain Power BI semantic models, DAX measures, dashboards, and reports for operational, management, and executive audiences.
• Work with Microsoft Fabric, Azure data services, data warehouses/lakehouses, and curated datasets where applicable.
• Partner with business teams to define KPI ownership, calculation logic, refresh frequency, data access, and report acceptance criteria.
• Implement data quality monitoring, metadata and data dictionary documentation, lineage practices, and appropriate governance.
• Validate report parity and business outcomes before and after cutover; explain differences caused by source-to-target process or data model changes.

Leadership & Operational Readiness

• Lead workstream planning, estimates, design/code reviews, testing coordination, and mentoring for integration, migration, and analytics contributors.
• Maintain interface catalogues, sequence/data-flow diagrams, mapping specifications, runbooks, migration plans, reconciliation reports, and support documentation.
• Coordinate system integration testing, end-to-end testing, performance testing where needed, cutover rehearsals, and hypercare. Report risks, dependencies, data quality status, integration reliability, and readiness to the Enterprise Solutions Architect and program leadership.

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, Data Engineering, or a related field.
• Typically 8+ years of experience in enterprise integration, data migration, data engineering, analytics, or related technical delivery.
• Hands-on experience integrating Salesforce and/or D365 CE with enterprise and third-party systems using APIs and middleware.
• Experience with Azure Integration Services such as Logic Apps, Azure Functions, Service Bus, and API Management.
• Experience planning and executing CRM data migrations, including mapping, cleansing, transformation, reconciliation, cutover, and rollback.
• Experience with Azure Data Factory, SSIS/KingswaySoft, Dataverse APIs, SQL, and/or comparable data integration tools.
• Practical Power BI experience, including data modelling, DAX, report development, and performance tuning.
• Strong knowledge of REST APIs, JSON, security, logging, monitoring, exception handling, and production support.
• Ability to lead technical workstreams and communicate complex data/integration issues to business and technology stakeholders.

Preferred Qualifications

• Direct Salesforce-to-D365 CE migration experience, including complex relationships, activities, files, and data reconciliation.
• Experience with Microsoft Fabric, Azure Data Lake, lakehouse/warehouse patterns, or other analytics platforms.
• Experience integrating with HRIS, payroll, benefits administration, carriers, brokers, finance, or enrollment platforms.
• Knowledge of master data management, data governance, data retention, and regulated data handling.
• Experience with CI/CD pipelines, automated data validation, and operational monitoring.
• Microsoft certifications in Azure, Dynamics 365, Power Platform, data engineering, or Power BI