Technical Lead, Dynamics 365 & Power Platform

Job Responsibilities

Technical Leadership & Salesforce Replacement

• Lead technical design and implementation of D365 CE Sales and Customer Service capabilities that replace agreed Salesforce functions, customizations, automations, and user experiences.
• Review Salesforce configuration and custom components with business analysts and architects to determine what should be migrated, redesigned, retired, or rebuilt using standard D365 CE and Power Platform capabilities.
• Translate solution architecture and functional requirements into technical designs, estimates, development tasks, reusable patterns, and release plans.
• Lead developers through code reviews, technical problem-solving, standards adoption, and delivery commitments; coordinate dependencies with integration, data, QA, and business teams.
• Ensure design decisions align with the Enterprise Solutions Architect's target architecture, security model, governance, and long-term platform roadmap.

Dynamics 365 CE & Dataverse Engineering

• Design and implement Dataverse tables, relationships, forms, views, business rules, business process flows, dashboards, security roles, and team/ownership models.
• Build and maintain plugins, custom APIs, C#/.NET components, JavaScript form logic, and other supported extensions where configuration is insufficient.
• Implement CRM capabilities for account/contact management, sales, client services, onboarding, renewals, service requests, and case management as defined by the business.
• Address Salesforce-to-D365 functional gaps, data model differences, automation redesign, record ownership, audit needs, and reporting impacts.
• Optimize plugin execution, form performance, queries, API usage, and data operations while following Microsoft platform limits and best practices.

Power Platform Delivery

• Lead development of model-driven and canvas Power Apps, reusable components, and user experiences integrated with Dataverse.
• Design Power Automate cloud flows for business automation, approvals, notifications, orchestration, and exception handling.
• Lead Power Pages implementation and customization, including forms, lists, navigation, Liquid, JavaScript/CSS, authentication, web roles, and table permissions.
• Apply Power Platform environment strategy, DLP policies, solution layering, environment variables, connection references, and governance standards.
• Evaluate suitable use of Copilot Studio, AI Builder, and AI-enabled automation in line with approved business requirements and governance.

ALM, Security & Production Support

• Establish development standards, branching/source-control practices, solution packaging, automated validation, and deployment pipelines with the delivery team.
• Support environment configuration, data migration rehearsals, cutover, go-live, hypercare, and post-release stabilization.
• Build secure error handling, telemetry, monitoring, auditability, and support documentation into the solution.
• Review access controls, secrets handling, least privilege, and secure Power Pages/Dataverse access patterns.
• Coach developers and contribute to technical documentation, knowledge transfer, and continuous improvement.

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Engineering, or a related field.
• Typically 8+ years of experience delivering Microsoft business applications, with substantial hands-on D365 CE and Power Platform experience.
• Strong experience with Dynamics 365 Sales and/or Customer Service, Dataverse, security, configuration, and customization.
• Hands-on skills in C#/.NET, plugins, JavaScript, Dataverse APIs, and troubleshooting.
• Practical experience with model-driven apps, canvas apps, Power Automate cloud flows, and Power Pages.
• Experience with CRM modernization or migration, solution management, environment strategy, and ALM/deployment practices.
• Understanding of REST APIs, authentication, integration patterns, performance, and secure application design.
• Demonstrated ability to lead developers, review technical work, manage dependencies, and communicate with stakeholders.

Preferred Qualifications

• Direct experience replacing Salesforce capabilities with D365 CE, including automation and customization rationalization.
• Microsoft certifications such as PL-400, PL-600, or relevant Dynamics 365 certifications.
• Experience with Azure Functions, Logic Apps, Service Bus, API Management, Key Vault, and Azure DevOps pipelines.
• Experience with Copilot Studio, AI Builder, and enterprise automation.
• Experience with benefits administration, healthcare, insurance, financial services, or regulated industries