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MSD 365 Customer Relationship Management (CRM) Lead at Sparix Global

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Sparix Global: MSD 365 Customer Relationship Management (CRM) Lead

Headquarters: Anguilla
URL: http://sparixglobal.com
Experience Required: 10+ Years
Timezone: EST (Approx. 6:30 PM IST to start, 8 hours a day)
Work Mode: Remote

Description of Duties

  • Study and understand the PTC's current and desired Microsoft CE application configurations and technologies.
  • Coordinate changes and designs to the CBOS and UBOS, plus the PTC's other technologies, ensuring they meet PTC's needs and follow standards and policies.
  • Architect and build a roadmap for delivery.
  • Assign work and manage/mentor a team of CRM and full-stack developers.
  • Ensure successful delivery for the CRM, portal, and web app as part of the UBOS project.
  • Advise PTC leadership on current trends in Microsoft CE applications and functionalities.
  • Act as a subject matter expert and represent the PTC in meetings and reports with stakeholders.
  • Raise concerns and potential issues to PTC leadership with sufficient detail for decision-making.
  • Architect and develop Microsoft CE customizations and configurations to meet PTC's functionality needs.
  • Support integrations with middleware, ERP systems, payment gateways, phone systems, etc., which are part of the UBOS ecosystem.
  • Act as an expert for Data Migration to Microsoft CRM.
  • Fully document all created work, including technical and functional designs, diagrams, test plans, test scripts, impact analysis reports, lessons learned, and best practices.
  • Develop and maintain productive working relationships with technology staff, business owners, project sponsors, vendors, and key clients.
  • Lead and participate in project team activities for system work efforts related to enterprise systems.
  • Work independently to accomplish assigned tasks and duties.
  • Adhere to and follow all PTC standards, policies, and procedures.
  • Utilize various software and/or technology tools to perform job duties.
  • Perform other tasks and duties as assigned by the PTC.

Minimum Experience

  • 10 years of Microsoft CE application software systems implementation experience.
  • 10 years of experience developing CRM applications using .Net, JavaScript, Python, React, SSIS, and Reporting Services.
  • 5 years as a Microsoft certified FastTrack solution architect for business applications.
  • 2 years of experience leveraging Azure AI services and Machine Learning for developing Microsoft D365 CE business applications.
  • Delivered 2 projects as a certified FastTrack project for Business Applications.
  • Delivered 1 successful implementation leveraging AI technologies to enhance customer service operations, including development of AI-driven chatbots, virtual assistants, and leveraging Copilot and Azure AI for Microsoft Dynamics CRM.
  • Hands-on experience with Dynamics Contact Center solution deployment, including managing and optimizing communication processes.
  • Conducted training sessions on AI tools and Dynamics Contact Center features.
  • Proven implementation experience in Data Migration to Microsoft CRM from non-COTs account management systems.
  • Proven implementation experience in developing integrations with ERP systems and data repositories.
  • Implemented high-volume contact center applications, including CRM, Portal, and Mobile Apps for customer service, Natural Language IVR, and ChatBOT functions.
  • Strong understanding of Human Centered Design Approach for product development.
  • Proficient in the Microsoft Office 365 suite (Teams, Word, Excel, PowerPoint).
  • Proficient in the Microsoft ADO Testing Module.
  • Equivalent combination of education and/or experience may be accepted.

Required Skillset

  • Certified Microsoft Power Platform or Customer Engagement Fast Track Solution Architect.
  • At least 10 years of expertise in Microsoft CE application development as a lead developer and/or architect.
  • Strong technical experience in developing and deploying solutions using D365 CE and Power Platform, leveraging AI and Machine Learning.
  • Integration experience in an event-driven de-coupled architecture, including SAP ERP (pricing, billing, financial), payment gateways (digital wallets, P2P), social media, Natural Language IVR, ChatBOT, and contact center systems.

Desired Skillset

  • Enterprise Business Solutions, specifically SAP projects.
  • ITIL / ITSM practices and methodologies.

Certifications / Education

  • Bachelor's degree in business management or information systems (or equivalent experience).
  • Microsoft MVP for Business Applications (Customer Experience, Power Apps, or Copilot Studio).
  • 5+ years as a Microsoft-certified solution architect for business applications.
  • Azure AI Fundamentals certification or similar AI/Machine Learning certifications.
  • Microsoft Dynamics-related certifications.

Application Requirements

When submitting your profile, please include your updated LinkedIn ID and the following skill matrix table:

#Technology / Skill AreaCandidate Experience (Years)Self Rating (Out of 10)
1Overall Years of Experience
2Relevant Experience
3Microsoft Dynamics 365 CE / Microsoft CE/10
4D365 CE Application Development / Architecture/10
5Microsoft Power Platform/10
6FastTrack Solution Architect – Business Apps/10
7.NET Development/10
8JavaScript/10
9Python/10
10React/10
11SSIS/10
12SSRS / Reporting Services/10
13Azure AI Services / Machine Learning/10
14Copilot / AI-driven Chatbots / Virtual Assistants/10
15Dynamics 365 Contact Centre/10
16Data Migration to Microsoft CRM/10
17ERP Integration / SAP ERP/10

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