Job Description
Position Name: - Dynamics 365 Lead
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- Client and the Project we are hiring for:- rSTAR
- Replacement or a new role: - New Role
- Location: - Onshore
- Duration : Long Term
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Job Description:
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We are seeking an experienced Microsoft Dynamics 365 CRM Specialist to lead the implementation of a new cloud-based Dynamics 365 CRM platform from the ground up. This role will be responsible for designing, configuring, and deploying Dynamics 365, migrating data from legacy on-premises CRM systems, and integrating the CRM with enterprise data platforms such as Snowflake and Azure.
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The ideal candidate has hands-on experience delivering end-to-end Dynamics CRM implementations, particularly migrations from legacy Microsoft CRM environments, and can work closely with business stakeholders to establish scalable CRM processes and best practices.
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Roles and Responsibilities:
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Key Responsibilities
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- Lead end-to-end implementation of Microsoft Dynamics 365 CRM from greenfield through production.
- Configure Dynamics 365 Sales and Customer Service modules to support business processes.
- Design CRM entities, forms, views, dashboards, business rules, workflows, and security model.
- Analyze and migrate customer, account, contact, opportunity, and historical CRM data from legacy on-premises Microsoft CRM.
- Develop migration strategies including data cleansing, mapping, validation, and reconciliation.
- Work with business stakeholders to gather requirements and translate them into Dynamics 365 configurations.
- Configure role-based security, business process flows, Power Automate workflows, and approval processes.
- Partner with integration teams to connect Dynamics 365 with enterprise platforms including Snowflake, Azure, middleware, and reporting solutions.
- Support CRM reporting and analytics using Power BI and enterprise data platforms.
- Establish CRM governance, documentation, and deployment standards.
- Perform system testing, user acceptance testing (UAT), and production deployment.
- Train business users and support organizational adoption.
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Qualifications Required
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- 5+ years of Microsoft Dynamics 365 CRM implementation experience.
- Experience implementing Dynamics 365 CRM from scratch (greenfield implementation).
- Proven experience migrating from legacy Microsoft CRM or other CRM platforms to Dynamics 365.
- Strong knowledge of Dynamics 365 Sales and Customer Service modules.
- Experience configuring:
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Entities
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Forms
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Views
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Dashboards
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Business Rules
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Business Process Flows
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Security Roles
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Power Automate
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Strong understanding of CRM data modeling and migration methodologies.
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Experience with Azure integration services and Microsoft Power Platform.
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Experience working with SQL Server and data migration tools.
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Excellent stakeholder communication and business analysis skills.
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Preferred Experience
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- Experience integrating Dynamics 365 with Snowflake or enterprise Data Lakehouse platforms.
- Experience with middleware platforms such as Boomi, MuleSoft, or Azure Integration Services.
- Knowledge of Azure Data Factory, Microsoft Fabric, or Databricks.
- Experience in Financial Services, Wealth Management, or Asset Management.
- Microsoft Dynamics 365 certifications.
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