Senior Microsoft Dynamics 365 CRM Consultant - Octopus by RTG

Octopus is proud to be part of the Robusta Technology Group (RTG), a leading tech consultancy group. With a decade of experience and a successful track record of delivering over 300 projects across Europe, the Middle East, and North America, RTG has established itself as a preferred employer in the Egyptian market. Octopus and Robusta are building a bridge between Europe and Africa, creating tailored hub solutions to connect companies with top talent across the globe.

Job Overview

We are seeking an experienced Senior Microsoft Dynamics 365 CRM Consultant to lead the design, configuration, customization, and deployment of Dynamics 365 CRM solutions. This role requires strong functional and technical expertise, along with excellent client-facing and leadership skills.

You will work closely with business stakeholders to translate requirements into scalable, secure, and high-performing CRM solutions using Microsoft Dynamics 365 Sales, Customer Service, and the Power Platform.

This is a senior-level consulting role ideal for professionals with hands-on implementation experience and a strong understanding of CRM architecture and integrations.

Key Responsibilities

Functional Analysis & Consulting

• Lead requirement-gathering workshops with business stakeholders
• Analyze business processes and translate them into functional and technical requirements
• Map business requirements to Dynamics 365 CRM capabilities
• Conduct gap analysis and recommend optimal CRM solutions
• Prepare solution design and functional specification documents

Solution Design & Configuration

• Configure entities, forms, views, dashboards, workflows, and business rules
• Design and maintain Dataverse data models and relationships
• Configure SLA management, case routing, and escalation workflows
• Implement role-based security models and access controls
• Ensure adherence to CRM architecture best practices

Technical Oversight & Customization

• Develop or oversee CRM customizations including:
• Plugins (C#)
• JavaScript customizations
• Power Automate flows
• Custom workflows
• Power Platform components

• Support integrations using APIs and web services
• Manage Application Lifecycle Management (Dev, Test, Production environments)
• Ensure system scalability, performance, and stability

Integration & Automation

• Integrate Dynamics 365 CRM with internal and third-party systems
• Support integrations using REST APIs and web services
• Design automated workflows and approval processes
• Ensure full process traceability and system reliability

Testing, Deployment & Support

• Lead System Integration Testing (SIT)
• Support User Acceptance Testing (UAT)
• Coordinate go-live activities and deployments
• Provide post-implementation support and system stabilization

Requirements:
Education & Experience

• Bachelor’s degree in Computer Science, Information Systems, or related field
• 6+ years of experience in Microsoft Dynamics CRM / Dynamics 365
• Proven experience delivering full lifecycle CRM implementations
• Strong experience with Dynamics 365 Sales and Customer Service modules

Technical Skills

• Strong knowledge of:
• Microsoft Dynamics 365 CRM
• Power Platform (Power Automate, Power Apps)
• Dataverse security model
• CRM data modeling and reporting

• Experience with CRM integrations and APIs
• Experience with plugins (C#) and JavaScript customizations is highly preferred

Soft Skills

• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management skills
• Strong consulting and client-facing abilities
• Ability to manage multiple stakeholders and priorities
• Strong documentation and governance discipline

Nice to Have

• Experience in the Insurance industry
• Microsoft Dynamics 365 certifications
• Power Platform certifications
• Dynamics 365 Solution Architect certification

Certifications (Preferred)

• Microsoft Certified: Dynamics 365 Functional Consultant
• Microsoft Certified: Power Platform Functional Consultant
• Microsoft Certified: Dynamics 365 Solution Architect