Dynamics 365 Lead - Remote (W2 Contract)

Job Description

We are seeking an experienced Microsoft Dynamics 365 CRM Specialist to lead the implementation of a new cloud-based Dynamics 365 CRM platform from the ground up.

This role will be responsible for designing, configuring, and deploying Dynamics 365, migrating data from legacy on-premises CRM systems, and integrating the CRM with enterprise data platforms such as Snowflake and Azure.

Roles and Responsibilities: Key Responsibilities

• Lead end-to-end implementation of Microsoft Dynamics 365 CRM from greenfield through production.
• Configure Dynamics 365 Sales and Customer Service modules to support business processes.
• Design CRM entities, forms, views, dashboards, business rules, workflows, and security model.
• Analyze and migrate customer, account, contact, opportunity, and historical CRM data from legacy on-premises Microsoft CRM.
• Develop migration strategies including data cleansing, mapping, validation, and reconciliation.
• Work with business stakeholders to gather requirements and translate them into Dynamics 365 configurations.
• Configure role-based security, business process flows, Power Automate workflows, and approval processes.
• Partner with integration teams to connect Dynamics 365 with enterprise platforms including Snowflake, Azure, middleware, and reporting solutions.
• Support CRM reporting and analytics using Power BI and enterprise data platforms.
• Establish CRM governance, documentation, and deployment standards.
• Perform system testing, user acceptance testing (UAT), and production deployment.
• Train business users and support organizational adoption.

Qualifications Required

5+ years of Microsoft Dynamics 365 CRM implementation experience.

Experience implementing Dynamics 365 CRM from scratch (greenfield implementation).

Proven experience migrating from legacy Microsoft CRM or other CRM platforms to Dynamics 365.

Strong knowledge of Dynamics 365 Sales and Customer Service modules.

Experience configuring:

• Entities
• Forms
• Views
• Dashboards
• Business Rules
• Business Process Flows
• Security Roles
• Power Automate

Strong understanding of CRM data modeling and migration methodologies.

Experience with Azure integration services and Microsoft Power Platform.

Experience working with SQL Server and data migration tools.

Excellent stakeholder communication and business analysis skills.

Preferred Experience

Experience integrating Dynamics 365 with Snowflake or enterprise Data Lakehouse platforms.

Experience with middleware platforms such as Boomi, MuleSoft, or Azure Integration Services.

Knowledge of Azure Data Factory, Microsoft Fabric, or Databricks.

Experience in Financial Services, Wealth Management, or Asset Management.

Microsoft Dynamics 365 certifications.