Microsoft Dynamics 365 CE Developer

Insight Global is seeking an experienced and client-focused Microsoft Dynamics 365 Customer Engagement (CE) Developer to lead the design, configuration, implementation, and optimization of enterprise CRM solutions. The ideal candidate will have strong business analysis and consulting capabilities, deep expertise in Dynamics 365 Sales, and hands-on experience across Customer Service, Customer Insights (Journeys. This role will work closely with business stakeholders, solution architects, developers, and project managers to deliver scalable, high-quality solutions that drive customer engagement and business value.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Key Responsibilities
• Lead business requirement gathering sessions, workshops, process discovery, and solution design discussions with stakeholders.
• Analyze business processes and translate requirements into functional specifications, user stories, process flows, and solution documentation.
• Configure and implement Dynamics 365 CE solutions with a primary focus on Sales and additional experience in Customer Service, Customer Insights (Journeys).
• Configure and maintain Dataverse tables, forms, views, dashboards, business rules, business process flows, security roles, and model-driven applications.
• Participate in end-to-end project delivery including solution design, configuration, testing, deployment, user training, go-live support, and continuous improvement initiatives.
• Act as a trusted advisor to clients, recommending CRM best practices and process optimization opportunities.
• Conduct solution demonstrations, user acceptance testing (UAT) workshops, training sessions, and knowledge transfer activities.
• Collaborate with cross-functional teams including developers, architects, QA analysts, and project managers to ensure successful solution delivery.
Power Platform, Integrations & Automation
• Design and implement solutions using Power Platform, including Power Apps, Power Automate, Dataverse, and Power BI.
• Configure and maintain Power Automate workflows to streamline business processes, approvals, notifications, and data synchronization.
• Design and support Custom Connectors to integrate Dynamics 365 CE and Power Platform solutions with external applications, REST APIs, and enterprise platforms.
• Work closely with technical teams on integration design, data mapping, transformation rules, and exception handling processes.
• Implement and support integrations between Dynamics 365 CE, SharePoint, ERP systems, customer portals, and third-party applications.
• Develop automated document management solutions using Dynamics 365 and SharePoint, including document creation, storage, folder automation, metadata synchronization, and document movement through Power Automate.
• Troubleshoot integration, connector, and workflow issues while ensuring reliability and performance of automated business processes.
Required Skills & Experience
• 5+ years of IT experience with significant experience delivering Microsoft Dynamics 365 CE solutions.
• Strong hands-on expertise in Dynamics 365 Sales (mandatory).
• Experience implementing at least one of the following modules: Customer Service, Customer Insights (Journeys.
• Proven experience delivering end-to-end Dynamics 365 CE implementation projects.
• Strong business analysis, requirements gathering, stakeholder management, and solution design skills.
• Experience configuring Dynamics 365 CE with minimal custom development.
• Solid understanding of Dataverse, security models, business process flows, solution management, and data migration.
• Hands-on experience with Power Platform and enterprise integrations.
• Experience working with Custom Connectors, REST APIs, web services, and integration frameworks.
• Strong communication, presentation, and client-facing consulting skills.


Preferred Qualifications
• Microsoft certifications such as:
o MB-210: Microsoft Dynamics 365 Sales Functional Consultant Associate
o MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant Associate
o PL-200: Microsoft Power Platform Functional Consultant
o Other relevant Dynamics 365 and Power Platform certifications
• Experience with Agile/Scrum delivery methodologies.
• Exposure to Azure integration services, API Management, Logic Apps, or Azure Functions.
• Experience with Microsoft Copilot capabilities within Dynamics 365 and Power Platform.

- Financial Services Background
- API Development and Power Platform Experience

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.