CRM Architect
Job Description:
Description of Duties
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Analyze and understand the current and target-state Microsoft Customer Engagement (CE) applications, configurations, and technologies.
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Coordinate changes and designs to core business systems, portals, and related technologies, ensuring alignment with organizational needs, standards, and policies.
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Develop and maintain an architectural roadmap for solution delivery.
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Lead, assign tasks to, and mentor a team of CRM and full stack developers.
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Ensure the successful delivery of CRM, portal, and web applications within the scope of enterprise transformation initiatives.
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Provide leadership with strategic guidance on trends and best practices in Microsoft CE and associated technologies.
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Represent the organization as a subject matter expert in stakeholder meetings and reporting sessions.
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Identify and escalate risks or issues with appropriate context for timely decision-making.
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Design and develop Microsoft CE customizations and configurations to meet specific business functionality requirements.
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Support system integrations, including middleware, ERP systems, payment gateways, telephony platforms, and other enterprise services.
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Serve as a subject matter expert for data migration into Microsoft CRM from legacy or non-commercial systems.
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Fully document all work products, including technical/functional designs, diagrams, test plans, scripts, impact assessments, and knowledge-sharing documentation in accordance with organizational standards.
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Build and maintain effective relationships with technical teams, business stakeholders, vendors, and clients.
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Lead and actively participate in project team activities related to enterprise system development and integration.
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Perform independently with minimal supervision, ensuring timely delivery of assigned responsibilities.
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Adhere to established standards, policies, procedures, and governance frameworks.
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Leverage relevant tools and technologies to execute role duties effectively.
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Perform other job-related tasks as assigned.
Minimum Experience
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10+ years of hands-on experience implementing Microsoft CE application solutions.
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10+ years of development experience in CRM applications using .NET, JavaScript, Python, React, SSIS, and Reporting Services.
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5 years as a certified Microsoft FastTrack Solution Architect for Business Applications.
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2 years of experience utilizing Azure AI services and machine learning for Microsoft Dynamics 365 CE applications.
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Successfully led at least 2 Microsoft-certified FastTrack projects for Business Applications.
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Implemented at least one AI-enabled solution to improve customer service operations, including AI-driven chatbots, Copilot, and Azure AI for Dynamics CRM.
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Experience deploying Dynamics Contact Center solutions, including communications process optimization and customer satisfaction improvement.
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Conducted training on AI tools and Dynamics Contact Center features for technical teams.
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Proven experience migrating data into Microsoft CRM from custom or legacy systems.
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Demonstrated experience in integrating ERP systems and enterprise data repositories.
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Delivered high-volume customer service platforms with integrated CRM, portals, mobile apps, IVR systems, and chatbot functionalities.
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Knowledgeable in Human-Centered Design (HCD) methodology for product and service design.
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Proficient in Microsoft Office 365 tools (Teams, Word, Excel, PowerPoint).
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Proficient with Microsoft Azure DevOps Testing Module.
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Equivalent combinations of education and experience will be considered.
Required Skillset
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Microsoft-certified Power Platform or Customer Engagement FastTrack Solution Architect.
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At least 10 years of experience in Microsoft CE application development and architecture.
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Deep technical expertise in building solutions using D365 CE and Power Platform, including AI and machine learning features.
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Strong experience with integrations in event-driven, decoupled architectures:
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SAP ERP for pricing, billing, and financial operations.
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Real-time payment processing systems (digital wallets, peer-to-peer).
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Social media integrations and omnichannel platforms (ChatBOT, IVR, contact center).
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Desired Skillset
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Experience with:
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SAP and other enterprise business systems.
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ITIL / ITSM practices and methodologies.
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Certifications / Education
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Bachelors degree in business management, information systems, or related field (or equivalent combination of education and experience).
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Microsoft Most Valuable Professional (MVP) in Business Applications, Customer Experience, Power Apps, or CoPilot Studio (preferred).
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5+ years as a Microsoft-certified Solution Architect for Business Applications.
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Azure AI Fundamentals or similar certifications in AI or machine learning.
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Microsoft Dynamics-related certifications.
Required Skills:
CRM