CRM Dynamics Consultant - 4 Months

Job description

the employer announces its need for CRM Dynamics Consultant - KSA - On-site - 4 Months to work in the Riyadh region. Key responsibilities include: • Experience with Power BI or Dynamics native reporting for operational dashboards, • Working knowledge of e-s, Excel, Azure cloud, Power BI, sales, 4+ years of experience. About Octopus by RTG Octopus by RTG is the tech hiring and outsourcing arm of the employer 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 pl

Requirements

• • Experience with Power BI or Dynamics native reporting for operational dashboards
• • Working knowledge of e-s
• Excel
• Azure cloud
• Power BI
• sales
• 4+ years of experience

Skills