Dynamics 365 CRM Techno-Functional Consultant

Dynamics 365 CRM Techno-Functional Consultant is an on-site contract role at Envision Technology Solutions in Piscataway, NJ 08854, USA, posted 16 Oct 2026.

Title : Dynamics 365 CRM Techno-Functional ConsultantLocation : Piscataway, NJJob type : OnsiteDuration : 6+Months (long term) DescriptionThe role. Execute a signed-off Dynamics 365 CRM design for an insurance carrier's agency distribution team. Agency identity syncs in from the core system through Fabric and stays read-only; production is read live through virtual tables; the CRM owns visits, tasks, notes and contacts. One person carries both halves: configure the system, and sit with the business to get it right.What You Will DoBuild the Dataverse data model: extended account and contact tables, a custom visit activity, choice lists, business rules and forms, from a field-level design that already exists.Deliver the integration with the client's data team: a daily sync keyed on an alternate key, sync-filled lookups, virtual tables over production, and a write-back of assignments to the core system.Configure seven security roles from an agreed access matrix, plus Power Automate flows for follow-up reminders and notifications.Build role-based dashboards, set up Outlook and Teams integration, and run the ALM pipeline with the pac CLI. Run working sessions, close open design items, and demo working software at monthly checkpoints.Must have4 + years with Dynamics 365 Sales / Dataverse; at least two end-to-end implementations. Deep configuration: tables, alternate keys, custom activities, business rules, forms, model-driven apps.Dataverse security (roles, BUs, teams, column security) and production-grade Power Automate.External data integration: virtual tables, dataflows or Fabric pipelines, upserts on alternate keys; ALM with the Power Platform CLI.The functional half: runs a requirements session and presents to business stakeholders without a translator. Show more Show less