MS Dynamics CRM Tech Lead (Sales, Customer Service, Marketing/Customer Insights)

• Own end-to-end technical solution design across Dynamics 365 apps and Dataverse, ensuring scalable architecture, maintainability, and alignment with business outcomes.
• Lead technical discovery, design workshops, and solution walkthroughs with client stakeholders; provide options, trade-offs, and recommendations.
• Configure and extend Dynamics 365 (Sales, Customer Service, Marketing/Customer Insights) including security model/governance, entities, forms, views, business rules, and automation.
• Build and review customisations using appropriate extensibility patterns (plug-ins, workflows/Power Automate, client scripting, PCF where relevant) with strong engineering discipline.
• Design and deliver integrations with external systems using APIs and integration services (e.g., Azure integration patterns, middleware, event/webhook style integrations).
• Lead data migration activities (mapping, cleansing approach, load strategy, reconciliation) and manage deployment across environments.
• Establish development standards, code reviews, CI/CD and release governance; ensure proper logging/monitoring for integrations and custom components.
• Partner with QA/UAT to drive test strategy and defect triage through go-live and hypercare.
• Provide L2/L3 production support, incident/problem management, root-cause analysis, and continuous improvement/enhancements roadmap post go-live.

Required Experience & Skills

• 5–10+ years in Microsoft Dynamics CRM / Dynamics 365 CE with demonstrable hands-on configuration and development experience.
• Strong knowledge of Dataverse concepts: security roles, business units, data modelling, solution management, and environment strategy.
• Experience delivering at least one end-to-end implementation across Sales and Customer Service; exposure to Marketing/Customer Insights strongly preferred.
• Integration experience using APIs, Power Platform, and/or middleware tools; familiarity with Azure services for integration patterns is a plus.
• Experience with data migration, upgrades, and environment management.
• Strong client-facing skills: ability to communicate designs clearly, run technical discussions, and advise stakeholders confidently.

Preferred / Nice to Have: 

• Healthcare / Life Sciences project experience (preferred, not mandatory).
• Microsoft certifications (e.g., Dynamics 365, Power Platform).
• Familiarity with reporting/analytics tools (e.g., Power BI).

Behavioural Competencies

• Consultative problem-solver; balances ‘out-of-the-box’ configuration with targeted custom development.
• Ownership mindset, strong documentation habits, and ability to mentor developers/consultants.
• Comfortable working in agile delivery with clear accountability for quality, timelines, and outcomes.

• All your information will be kept confidential according to EEO guidelines.
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