ALTA IT Services, LLC · 7 hours ago
MS Dynamics CRM Configuration/Functional Consultant
ALTA IT Services, LLC is seeking a highly skilled Microsoft Dynamics 365 practitioner to support and enhance an existing enterprise Customer Relationship Management (CRM) platform. The role focuses on working closely with business users to translate operational needs into practical Dynamics 365 configurations and enhancements, primarily leveraging out-of-the-box functionality within the Sales and Customer Service modules.
ConsultingInformation TechnologyStaffing Agency
Responsibilities
Act as a Dynamics 365 Subject Matter Expert (SME) for the Sales and Customer Service modules, supporting configuration, enhancement, and ongoing operation of the CRM platform
Configure and maintain Dynamics 365 components, including entities, forms, fields, workflows, business rules, views, dashboards, SLAs, queues, and security roles
Work directly with non-technical business users to gather, document, and clarify requirements, translating them into effective CRM configurations
Prioritize out-of-the-box functionality and minor customizations to meet business needs
Support the day-to-day administration, monitoring, and maintenance of the Dynamics 365 environment
Prototype and demonstrate configured solutions to users to validate requirements and improve adoption
Provide ongoing technical support, troubleshooting, and user training
Assist with data imports, exports, and minor data migration activities as needed
Perform quality assurance and testing to ensure configurations meet end-user requirements
Collaborate with business analysts, project managers, and technical staff to support incremental CRM improvements
Assist with planning, scheduling, and deploying new features, enhancements, and configuration updates
Qualification
Required
Bachelor's Degree (or equivalent experience)
10+ years of experience in the IT industry
3+ years of hands-on experience with Microsoft Dynamics 365 CRM, specifically: Sales Module, Customer Service Module
Strong experience with Dynamics 365 configuration and customization, including workflows, business rules, security, and UI components
Experience translating business requirements into CRM solutions
Familiarity with JavaScript, C#, .NET, and web services (for minor customizations, not heavy development)
Working knowledge of Dynamics 365 APIs and SDKs
Experience with SQL, data imports/exports, and basic data migration techniques
Understanding of CRM data modeling and user experience best practices
Familiarity with the Microsoft Power Platform (Power Automate, Power Apps, Power BI)
Benefits
Health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans
Participation in a 401(k) plan
Company
ALTA IT Services, LLC
ALTA IT Services, LLC combines experience and expertise to deliver IT talent that meets and exceeds the expectations of our clients.