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Developer - MS Dynamics 365 (CRM)

Advantage Technical
$110,000.00-$110,000.00
United States, Texas, Sugar Land
Mar 05, 2025

Position Title: Developer - MS Dynamics 365 (CRM)

Reporting Manager Title: Manager - Enterprise CRM System

Work Arrangement: Hybrid in Houston, TX

This is a Direct Hire Role

No C2C and no sponsorship allowed

Position Summary:

The Developer - MS Dynamics 365 CRM (Customer Relationship Management) provides high-level implementation and support for the enterprise CRM. This includes implementing new functionality, troubleshooting critical issues, managing system upgrades, and championing the "Dynamics Culture". Provides technical guidance and mentors other CRM team members. May be cross-trained to assist with other critical, enterprise systems and applications.

Essential Duties and Responsibilities:

Customizes and configures various modules within Dynamics 365, including Sales, Customer Service, and Marketing to align with business objectives. Creates custom, enterprise, and departmental dashboards to facilitate reporting and monitoring of CRM usage, activity, enterprise and/or organizational initiatives, marketing campaigns, etc. Facilitates user journey mapping workshops to map out the ideal customer experience within the CRM platform. Integrates Dynamics 365 with various data sources (internal and external) to ensure seamless data flow and a unified customer view. Collaborates with development and deployment teams to ensure solutions are implemented according to design specifications. Designs and documents scalable and secure Microsoft Dynamics 365 solutions, leveraging a deep understanding of the platform architecture and data model. Develops and documents integration strategies, ensuring data integrity and

security throughout the integration process. Partners with Software Quality Assurance (SQA) to create test scripts, including scripts for integrated third-party systems and data integrations. Serves as a critical stakeholder during planning and execution of periodic system upgrades released by Microsoft. Partners with Internal Communications and Change Management resources. Follows standard protocols to communicate system changes and new functionality. Assists Business Analysts with business process reviews and functional and technical design. May participate in testing and validation of new functionality and documentation of results in software tracking tools, such as Jira.

Job Description

Provides functional guidance and insights to team members. Maintains confidentiality of Member/prospective Member information.

Minimum Qualifications:

Education:

Bachelor's degree in Computer Science, Information Technology, or a related field, or an equivalent combination of education and work experience is required.

Experience:

*Seven to ten years of progressive experience with at least 5 years as a CRM Architect or similar role/responsibility.

*Financial institution experience preferred.

*Demonstrated experience with Microsoft Azure cloud services required.

* Java experience

* JavaScript

* Manual deployments

* Creating Plug in's

* Customizations -not just change the field, customization using JavaScript

* API's (sometimes need to know)

* Know your data on the development side

Certifications:

Any Dynamics 365 Certification(s) are a plus

*Dynamics 365 Fundamentals and/or

*Dynamics 365 for Customer Service and/or

*Dynamics 365 for Sales and/or

*Dynamics 365 for Marketing and/or

*Dynamics 365 Power Platform Fundamentals

*D365 certification is required

*Power Platform Certification

Knowledge, Skills, and Abilities:

*Advanced knowledge of Microsoft Power Platform: Power BI, Power Apps, Power Automate, Power Virtual Agent.

*Proficient in various bug tracking software and collaboration tools such as Jira and Azure DevOps

*Deep knowledge of technology processes, implementation procedures, and administration of critical, enterprise applications,

as well as a broad & deep understanding of various, financial institution business units, products, programs, services, and

processes.

*Strong interpersonal communication and collaboration skills, including strong listening skills, emotional intelligence, analytical,

and creative thinking abilities.

*Excellent analytical, communication and technical skills combined with excellent planning and organizational skills, allowing

effective communication of complex issues in a structured, concise, and easily understandable manner.

*Ability to design processes and workflows that are highly member- and employee-centric with a focus on automation and

ease of doing business.

*Ability to create and/or edit technical documentation, including but not limited to technical requirements, process workflows,

and diagrams, training materials, user guidelines, and other publications.

*Ability to be flexible and adaptable.

*Effective time management skills. Demonstrates the ability to manage multiple priorities while working collaboratively.

*Possesses the ability to drive enterprise-wide adoption of the "Dynamics Culture" and be recognized as a "change champion".

*Technical expertise and general understanding of software applications, technological trends, and evolutions, especially in the customer relationship management discipline.

*Continually learns and stays current with trends in the marketplace.

*Detail oriented and highly organized and efficient.

*Physical Demands and Work Environment:

(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit.

*Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

*The noise level in the work environment is usually moderate.

*Our company offers a dynamic hybrid work arrangement, which requires three days of on-site work, in the Sugar Land, TX office.


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About Advantage Technical

With company roots going back over 30 years, Advantage Technical is an engineering and information technology services company and a national leader in the provision of technical resources today. These services include Staff Augmentation, Direct Placement, Project Resourcing and Outsourcing - delivered from 40 key market locations, by over 3500 specialized contractors, to over 500 clients across North America. Advantage Technical is a Best of Staffing Diamond Award winner for both Clients and Talent. For more information about the industries and services offered by Advantage Technical, please visit AdvantageTechnical.com.

Advantage Technical is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Advantage Technical is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.

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