Dynamics 365 CRM Lead

Who We Are

At Eide Bailly, we are passionate about helping our clients embrace innovation and drive transformation. Our Technology Consulting team partners with organizations to deliver impactful solutions across CRM, ERP, automation, and analytics. We foster a collaborative environment where your expertise is valued, and your growth is supported

Job Responsibilities

• Lead the solution architecture for Dynamics 365 CRM implementations, ensuring alignment with business objectives and Microsoft best practices.
• Design and deliver end-to-end CRM solutions across Sales, Customer Service, Marketing, Field Service, and related modules.
• Define integration strategies with ERP systems such as Dynamics 365 Business Central, third‑party applications, and relevant Microsoft services.
• Oversee data migration strategies leveraging standard CRM tools, Dataverse import capabilities, and supported integration patterns.
• Implement and guide the use of Power Platform components (Power Apps, Power Automate, Power BI) to extend CRM capabilities.
• Ensure security, compliance, and governance across environments, including role-based security, data protection, and environment management.
• Collaborate with stakeholders to define functional and technical requirements, ensuring scalability, maintainability, and alignment with platform capabilities.
• Provide technical leadership to CRM teams on configuration, solution design, and customization best practices.Technical Expertise:- Dynamics 365 CRM Expertise
• Strong knowledge of core modules: Sales, Customer Service, Marketing, Field Service.
• Experience with configuration and functional customization: entities, forms, views, business rules, workflows, and solution management.
• Proficiency with Power Platform: Canvas Apps, Model-driven Apps, Power Automate, and Power BI integration.
  

• Understanding of Dataverse, REST APIs, and CRM integration patterns.
• Familiarity with integration to Business Central and common middleware tools.
  
  

• Experience with CRM data modeling, data migration concepts, ETL fundamentals, and data governance.
• Working knowledge of Power BI for reporting and analytics.
  
  

• Expertise in role-based security, field-level security, auditing, and regulatory compliance (e.g., GDPR).
• Knowledge of monitoring and reporting tools within the CRM ecosystem.
  
  

• Bachelor’s Degree in Computer Science, Information Technology, Engineering, or related field AND 5+ years experience in technology solutions, architecture, consulting, or CRM-focused roles.
• OR Master’s Degree in a related field AND 3+ years relevant experience.
• OR equivalent professional experience.
• 3+ years managing or leading multidisciplinary teams or project workstreams in a client facing role for US side Clients.
• Demonstrated ability to work effectively on multiple client projects parallelly.
• Proficient in both verbal and written English communication.