Information Technology

Employment TYPE



Raleigh, North Carolina


March 19, 2019


Information Technology





Job# J352

CRM Technical Specialist - Expert - High

About The Opportunity

Two MS Dynamics 365 CRM Developers

Job Description

  • Create, Deliver and Manage CRM Applications
  • Create web portals for enterprise MS Dynamics 365 CRM applications
  • Create and manage Dynamics 365 CRM online solutions
  • Create solution components; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
  • Customize Dynamics 365 CRM forms
  • Design the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations
  • Create view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes
  • Manage Dynamics CRM entities
  • Manage entity ownership; manage entity properties; understand system and custom entities
  • Configure field customizations
  • Develop and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
  • Implement entity relationships
  • Create relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles
  • Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
  • Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
  • Create business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows
  • Design application, technical, domain, or solution architecture, including design and implementation of solutions.
  • Configure Dynamics 365 Settings
  • Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
  • Create security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy
  • Perform Integration with Dynamics CRM online and SharePoint online.
  • Create Users, Teams, Business Units and Organizations for CRM online.
  • Create security matrix for all users and teams and their accessibility.
  • Provide Connectivity with Azure Service Bus and Dynamics 365 on cloud.
  • Create and Implement Field level security, Security Roles, Hierarchical security Model and record-based security.
  • Demonstrated experience configuring (and developing) with the MS Dynamics 365 CRM online platform (2011-current versions preferred) to deliver customer focused applications.
  • 7-10 years of experience designing, developing and managing multiple enterprise level Dynamics 365 CRM applications
  • Experience creating web portals for enterprise MS Dynamics 365 CRM applications
  • Experience rolling out new tools, technologies, or technical concept across the enterprise & in demonstrating their technical capabilities and value.
  • Demonstrated experience creating technical and governance documents including build, deployment and change management
  • Demonstrated experience in creating & executing rollout deployment plans, in coordinating change management and support models.
  • Ability to work under the direction of managers & with architects to help evolve new applications & technologies throughout an organization
  • Experience working with stakeholders & business SMEs to ensure their applications meet requirements, get deployed in a timely manner, run smoothly in production and the tool/technology under their control does not produce unexpected issues through the rest of the business application portfolio.
  • Ability to work with other specialists & coordinate activities for applications that are deployed across multiple tools & technologies
  • Proven Ability to work as a member of a team
  • Strong analytical skills with a demonstrated ability to extensively analyze customer relationship implications of business processes and workflows
  • Ability to create & present documentation using PowerPoint or similar
  • High level of competence with MS Office and MS Visio
  • High level of communication skills and able to produce documentation to a high standard
  • High attention to detail
  • Demonstrated experience with MS Dynamic 365 CRM Online, SharePoint Online & interoperability with on-premises line of business applications using Azure Service Bus.
  • Experience transitioning stove-pipe systems and on premises architecture to cloud-centric applications and architecture.

Required Skills

  • Create, Deliver and Manage CRM Applications Required 7 Years
  • Configure Dynamics 365 Setting Required 7 Years
  • Demonstrated experience configuring (and developing) with the MS Dynamics 365 CRM online platform (2011-current versions preferred) Required 7 Years
  • Manage Dynamics CRM security Required 7 Years
  • Manage entity ownership; manage entity properties; understand system and custom entities Required 7 Years
  • Interview and work to be done on site. Required 7 Years


6 + Months

Please Contact me to discuss the hiring process!

Harmanpreet Singh

Sr. Executive Recruiter
Contact: (310) 929-8421 Ext: 108

Hi! My name is Harmanpreet Singh. I love to work with people and help them find their dream job. I work with my consultants to understand their niche area of work and look for the best match for them. I feel that keeping in mind the priorities of my consultants help me to serve them better. Additionally, I always keep them posted about new relevant jobs which help me to build a connection with them not only professionally but at a personal level as well.