Dynamics 365 CRM Technical Analyst / Specialist
Role Summary
This newly created role is dedicated to supporting, enhancing, and optimizing Microsoft Dynamics 365 Sales (CRM). The position ensures system stability, scalability, and alignment with Sales and Marketing operational needs. This individual will configure and customize CRM, support integrations, build Power Platform solutions, and maintain the technical foundation that enables automation, data accuracy, and efficient workflows across the organization. Work breakdown is approximately 65% front‑end configuration and 35% back‑end technical development.
Technology Environment
- Microsoft Dynamics 365 Sales (CRM)
- Dynamics 365 Business Central
- Dynamics 365 Customer Service
- Power Platform (Power Apps, Power Automate, Power BI, Dataverse)
- HubSpot (Marketing)
- Azure DevOps or GitHub (Git-based CI/CD)
- Integrations across CRM, Marketing, and operational systems
Key Responsibilities
- Configure and customize Dynamics 365 CRM entities, forms, fields, business rules, and business process flows
- Build and maintain Power Apps (Canvas and Model-driven)
- Develop automations, workflows, and data models within Power Platform
- Manage and support Dataverse (tables, relationships, views, solution layers)
- Support integrations between CRM, HubSpot, and Business Central
- Perform functional and technical testing for enhancements, updates, and deployments
- Create and maintain technical documentation and configuration specifications
- Triage and resolve support requests, estimate effort, and provide timeline updates
- Partner with the Dynamics Product Owner to translate business requirements into technical solutions
- Support roadmap initiatives such as CRM optimization, HubSpot integration, and Sales automation sequences
Required Skills and Experience
- 3+ years of hands-on experience with Dynamics 365 Sales (CRM)
- Strong experience in CRM configuration, customization, and technical troubleshooting
- Experience building Canvas and Model-driven Power Apps
- Proficiency with Power Platform and Dataverse (CDS)
- Familiarity with CRM APIs and web services
- Ability to work in small, fast-paced environments and handle multiple responsibilities
- Strong communication, documentation, and cross-team collaboration skills
Nice-to-Have Skills
- Experience integrating CRM with Business Central and/or HubSpot
- C# or JavaScript development experience
- Understanding of cloud performance monitoring and cost optimization
- Awareness of international data privacy and compliance requirements
- Experience supporting Sales, Marketing, or customer-facing business functions
Remote in Alabama, Arkansas, Colorado, Florida, Georgia, Indiana, Maine, Minnesota, Missouri, North Carolina, Oklahoma, South Carolina, Texas, or Wisconsin
