Job Specifications
Job Title: Microsoft Dynamics 365 CRM Technical Lead (Techno/Functional)
Location: Dallas, TX
Job Type: Contract-to-hire
Knowledge & Experience
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.
Formal Education & Certification
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.
About the Company
For over 26+ years Prudent Technologies & Consulting has been helping customers secure the technical and functional resources needed to deliver mission-critical IT & Business initiatives. What started as an IT Consulting company providing premium IT staffing services on a contract, contract-to-hire, and direct hire basis in the US, has grown to include full service IT Consulting specialty practices in three key technology verticals: Data Sciences, Cybersecurity, and Enterprise CRM. Prudent’s specialty practices are built on...
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