CRM Dynamics Consultant

About Octopus by RTG

Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.

Key Responsibilities
• Configure and customize Dynamics 365 entities, forms, views, and business process flows to support the leasing journey: inquiry (RIF/TIF) capture, unit listing sync, offer/negotiation status, indicative terms, and lease sign-off.
• Build and maintain the integration layer (in coordination with the API Developer) that pushes/pulls data between the Portal and Dynamics — e.g., unit availability, agent assignment, inquiry routing, booking confirmations, and lease-status transitions (Prospect → Offer → Signed→ Active → Renewal/Termination).
• Develop plugins, workflows, Power Automate flows, and custom APIs within Dynamics to automate leasing-team notifications and approval steps (e.g., move-in request approvals,addendum requests, operational date changes).
• Model and maintain the account hierarchy needed for sub-accounts (MHR-03, MUT-16/17) and company profiles (MUT-31) within Dynamics.
• Support renewal and termination workflows by ensuring Dynamics reflects and triggers portal-side renewal notifications (SRR/SRT) and termination/settlement records (FCR/FCT).
• Build reporting/dashboards in Dynamics (or Power BI) for the leasing and community-management teams to track inquiries, conversions, and portal-driven activity.
• Manage security roles, field-level permissions, and data-privacy configuration within Dynamics for portal-originated records.
• Participate in data-mapping and (if scoped as a change request) data-migration exercises between legacy systems and Dynamics.
• Support UAT for all CRM-dependent features and provide production support during hypercare.

Requirements

Required Skills & Experience
• 4+ years hands-on Microsoft Dynamics 365 (Sales / Customer Engagement) development and configuration experience.
• Strong command of the Dynamics customization toolkit: plugins (C#), custom workflows, Power Automate, Dataverse, and the Dynamics Web API / Common Data Service.
• Experience integrating Dynamics with external web/portal applications via REST APIs or Azure integration services (Logic Apps, Service Bus, API Management).
• Solid understanding of the real-estate/leasing domain (or comparable long-sales-cycle CRM use case: inquiry → offer → contract → renewal/termination) is a strong plus.
• Experience with Power BI or Dynamics native reporting for operational dashboards.
• Familiarity with Dynamics security model (business units, roles, field security) and data-privacy considerations for resident/tenant personal data.
• Working knowledge of e-signature and document-generation integrations within Dynamics (e.g., DocuSign for Dynamics) is a plus.
• Microsoft certification (e.g., MB-210, MB-220, or PL-400) is preferred but not required.
Success Criteria for This Engagement
• CRM-dependent leasing features (JCR-06, JCT-06/10–13, and lease-status transitions across both portals) are correctly synced and demonstrable end-to-end.
• Leasing and community-management teams can operate their day-to-day workflow from Dynamics with no manual re-entry of portal-originated data.
• Reporting/dashboards give the Client visibility into portal-driven leasing activity.