Technical Lead, Dynamics 365 & Power Platform

Clarity Benefit Solutions; United States; Remote; USD 140,000 - 190,000; Full time

Job summary

Clarity Benefit Solutions seeks an experienced Senior Dynamics 365 Engineering Lead to architect and deliver D365 CE and Dataverse solutions that replace Salesforce capabilities. You will guide cross‑functional teams and coordinate with architects, security, and QA to ensure scalable results.

You will design Dataverse schemas, build plugins, and implement Power Platform components, while aligning with the enterprise architecture and governance standards.

Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, or a related field.
• Typically 8+ years of experience delivering Microsoft business applications, with substantial hands-on D365 CE and Power Platform experience.
• Strong experience with Dynamics 365 Sales and/or Customer Service, Dataverse, security, configuration, and customization.
• Hands-on skills in C#/.NET, plugins, JavaScript, Dataverse APIs, and troubleshooting.
• Practical experience with model-driven apps, canvas apps, Power Automate cloud flows, and Power Pages.
• Experience with CRM modernization or migration, solution management, environment strategy, and ALM/deployment practices.
• Understanding of REST APIs, authentication, integration patterns, performance, and secure application design.
• Demonstrated ability to lead developers, review technical work, manage dependencies, and communicate with stakeholders.

Responsibilities

• Lead technical design and implementation of D365 CE Sales and Customer Service capabilities that replace Salesforce functions.
• Review Salesforce configurations to determine what to migrate, redesign, or rebuild using D365 CE and Power Platform.
• Translate requirements into technical designs, estimates, tasks, patterns, and release plans.
• Guide developers through code reviews, problem-solving, standards adoption, and delivery commitments; coordinate dependencies.
• Ensure decisions align with target architecture, security, governance, and platform roadmap.
• Design and implement Dataverse tables, forms, business rules, and security models.
• Build plugins, APIs, and custom components where configuration is insufficient.
• Address functional gaps, data model differences, automation redesign, and reporting impacts.
• Lead Power Apps, Power Automate flows, and Power Pages development and governance.
• Develop ALM, production support, security, telemetry, and post-release stabilization.

Skills

D365 CE

Power Platform

JavaScript

C#/.NET

Dataverse

CRM modernization

Leadership

REST APIs

Education

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

Tools

C#/.NET

JavaScript

Dataverse APIs

Power Automate

Power Pages

Azure DevOps pipelines

Job description

Job Responsibilities

Technical Leadership & Salesforce Replacement

• Lead technical design and implementation of D365 CE Sales and Customer Service capabilities that replace agreed Salesforce functions, customizations, automations, and user experiences.
• Review Salesforce configuration and custom components with business analysts and architects to determine what should be migrated, redesigned, retired, or rebuilt using standard D365 CE and Power Platform capabilities.
• Translate solution architecture and functional requirements into technical designs, estimates, development tasks, reusable patterns, and release plans.
• Lead developers through code reviews, technical problem-solving, standards adoption, and delivery commitments; coordinate dependencies with integration, data, QA, and business teams.
• Ensure design decisions align with the Enterprise Solutions Architect's target architecture, security model, governance, and long-term platform roadmap.

Dynamics 365 CE & Dataverse Engineering

• Design and implement Dataverse tables, relationships, forms, views, business rules, business process flows, dashboards, security roles, and team/ownership models.
• Build and maintain plugins, custom APIs, C#/.NET components, JavaScript form logic, and other supported extensions where configuration is insufficient.
• Implement CRM capabilities for account/contact management, sales, client services, onboarding, renewals, service requests, and case management as defined by the business.
• Address Salesforce-to-D365 functional gaps, data model differences, automation redesign, record ownership, audit needs, and reporting impacts.
• Optimize plugin execution, form performance, queries, API usage, and data operations while following Microsoft platform limits and best practices.

Power Platform Delivery

• Lead development of model-driven and canvas Power Apps, reusable components, and user experiences integrated with Dataverse.
• Design Power Automate cloud flows for business automation, approvals, notifications, orchestration, and exception handling.
• Lead Power Pages implementation and customization, including forms, lists, navigation, Liquid, JavaScript/CSS, authentication, web roles, and table permissions.
• Apply Power Platform environment strategy, DLP policies, solution layering, environment variables, connection references, and governance standards.
• Evaluate suitable use of Copilot Studio, AI Builder, and AI-enabled automation in line with approved business requirements and governance.

ALM, Security & Production Support

• Establish development standards, branching/source-control practices, solution packaging, automated validation, and deployment pipelines with the delivery team.
• Support environment configuration, data migration rehearsals, cutover, go-live, hypercare, and post-release stabilization.
• Build secure error handling, telemetry, monitoring, auditability, and support documentation into the solution.
• Review access controls, secrets handling, least privilege, and secure Power Pages/Dataverse access patterns.
• Coach developers and contribute to technical documentation, knowledge transfer, and continuous improvement.

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, or a related field.
• Typically 8+ years of experience delivering Microsoft business applications, with substantial hands‑on D365 CE and Power Platform experience.
• Strong experience with Dynamics 365 Sales and/or Customer Service, Dataverse, security, configuration, and customization.
• Hands‑on skills in C#/.NET, plugins, JavaScript, Dataverse APIs, and troubleshooting.
• Practical experience with model-driven apps, canvas apps, Power Automate cloud flows, and Power Pages.
• Experience with CRM modernization or migration, solution management, environment strategy, and ALM/deployment practices.
• Understanding of REST APIs, authentication, integration patterns, performance, and secure application design.
• Demonstrated ability to lead developers, review technical work, manage dependencies, and communicate with stakeholders.

Preferred Qualifications

• Direct experience replacing Salesforce capabilities with D365 CE, including automation and customization rationalization.
• Microsoft certifications such as PL-400, PL-600, or relevant Dynamics 365 certifications.
• Experience with Azure Functions, Logic Apps, Service Bus, API Management, Key Vault, and Azure DevOps pipelines.
• Experience with Copilot Studio, AI Builder, and enterprise automation.
• Experience with benefits administration, healthcare, insurance, financial services, or regulated industries