MS Dynamics 365 CRM Technical Lead
Stream Realty Partners
- Dallas, TX
- Permanent
- Full-time
- Assess and cultivate long-term strategic goals for CRM in conjunction with IT architect(s), data users, department managers, clients, and other key stakeholders.
- Coordinate and work with other technical staff to develop CRM architecture, coding standards, and quality assurance policies and procedures.
- Plan and implement capacity and resource expansion to ensure CRM scalability.
- Stay current with emerging trends and technologies related to Microsoft Dynamics and other business systems.
- Conduct research and make recommendations on CRM products, services, protocols, and standards in support of procurement and development efforts.
- Evaluate, recommend, and select CRM components, including hardware, subscription products and other tools.
- Design, develop and implement customizations and enhancements to the Microsoft Dynamics platform.
- Develop and maintain integrations between Microsoft Dynamics and other business systems.
- Execute standardized processes, content, and best practice in utilizing 365 CRM functionality.
- Work with end users to identify, create, and deliver reports according to requirements.
- Identify inefficiencies and gaps in current CRM landscape and leverage solutions to ensure optimal standards and processes.
- Identify data discrepancies and data quality issues, and work to ensure data consistency and integrity.
- Diagnose and resolve CRM access and performance issues.
- Install and configure relevant components to ensure CRM access.
- Execute CRM configuration and performance tuning.
- Monitor system details within the CRM, including integrations and execution time, and implement efficiency improvements.
- Develop, implement, and maintain change control and testing processes for modifications to the CRM system.
- Develop reports and dashboards to meet business reporting needs.
- Work with business analysts to identify and understand business requirements and develop technical specifications.
- Troubleshoot and resolve Tier 2/3 domain system issues or malfunctions.
- Coordinate Tier 3 escalations to relevant vendor.
- Analyze the current business and IT environment to detect critical deficiencies and recommend solutions for improvement.
- Work with the SVP Technology Business Solutions and BSMs to ensure the successful delivery of key strategic projects.
- Perform unit and integration testing to ensure quality deliverables.
- Deliver analytics on engagement and CRM usage.
- Plan and Manage CRM project schedules, resources, budgets, and manage stakeholder expectations, providing timely communications and reporting.
- Technical projects and upgrades
- Business functional projects
- Deep knowledge of both the functional and technical sides of Microsoft D365.
- Should have development experience designing and developing CRM forms, screens, views, workflows, cadences, campaigns, plugins, groups, email lists, dashboards, and custom entities.
- Deep understanding of data integration and import processes (out of the box and custom loads).
- Heavy experience configuring Microsoft D365 CRM.
- Experienced in multiple hands-on successful implementations with Microsoft D365.
- Experience building integrations between Microsoft D365 and external applications.
- Experience with database platforms, including SQL Server and/or Azure.
- Experience with Preparation of Technical/Business documentation.
- Knowledge of Windows operating system, as well as Power BI, and Office 365 including diagnostic tools preferred.
- Experience with data processing flowcharting techniques.
- Proven project management (Waterfall+Agile) experience.
- Good knowledge of applicable data privacy practices and laws.
- Knowledge of Power Platform including PowerApps, Power BI, and Power Automate.
- Solid experience in building Security Models, Views, Forms, Tables, Relationships, and Business logic in Dataverse.
- Knowledge of the configuration of Sales accelerator, assistant, and forecasts.
- Familiarity with integrations between Teams, Outlook, Exchange, OneDrive, SharePoint, and LinkedIn Sales Insights.
- Knowledge of AI with Copilot enablement and configuration.
- Understand Prediction and Insights through predictive scores, relationship analytics and conversation intelligence.
- Possess a deep understanding of the Sales process, sales forecasting, premium forecasting, work lists, segments, and email sequences.
- Solid Experience developing within the mobile app.
- This is a technical Hands-on Role.
- College diploma or university degree in the field of computer science, information systems, or computer engineering and 5+ years of relevant work experience.
- Certifications in Microsoft Dynamics a plus
- Certifications in Agile/Scrum methodology is a plus.
- Experience in the Commercial Real Estate (CRE) Industry is a plus.
- Exceptional analytical, conceptual, and problem-solving abilities.
- Continuous improvements and scalability focused - not simply an 'order taker'.
- Strong written and oral communication skills.
- Excellent technical architecture and technical support documentation skills.
- Strong presentation and interpersonal skills.
- Ability to conduct research into CRM issues, standards, and products as required.
- Ability to present ideas in user-friendly language.
- Ability to effectively prioritize and execute tasks in a high-pressure environment.
- Experience working in a team-oriented, collaborative environment.
- This position offices in Dallas, TX and is an in-person, in-office role.