Job Description

Venture is currently seeking a Dynamics 365 CRM Expert to join our growing MSP team. This newly created role will lead our expansion into Microsoft Dynamics 365 CRM services, building a new line of business from the ground up. Initially focused on internal setup and strategy, the position will evolve into a client-facing role as you become familiar with our environment. The ideal candidate is a seasoned Dynamics 365 professional with deep technical expertise, strong communication skills, and the ability to thrive in a fast-paced MSP setting. If you're passionate about CRM technologies and excited to shape a new business offering, we'd love to hear from you!



Roles & Responsibilities


Lead the internal deployment and strategy for Microsoft Dynamics 365 CRM.

Customize and configure Dynamics 365 CRM to meet business and client requirements.

Develop custom entities, workflows, plugins, and integrations using Power Platform.

Collaborate with internal teams to define CRM use cases and align solutions with business goals.

Serve as the subject matter expert for Dynamics 365 CRM across the organization.

Provide expert-level support and troubleshooting for CRM-related issues.

Mentor and train internal staff to build in-house Dynamics 365 capabilities.

Interface with clients in the finance sector to deliver tailored CRM solutions.

Drive continuous improvement of CRM processes and user experience.


Required Qualifications & Skills


5+ years of hands-on experience with Microsoft Dynamics 365 CRM.

Proven expertise in CRM customization, configuration, and integration.

Strong understanding of Power Platform tools (Power Apps, Power Automate, Power BI).

Experience working with financial services clients or regulated industries.

Excellent communication and interpersonal skills.

Ability to manage multiple priorities in a fast-paced MSP environment.

Bachelor's degree in Computer Science, Information Technology, or related field.


Preferred Qualifications


Microsoft Certified: Power Platform Functional Consultant (PL-200).

Microsoft Certified: Power Platform Developer (PL-400).

Microsoft Certified: Dynamics 365 Fundamentals (MB-300).

Experience with Azure services and Microsoft 365 integration.

Familiarity with CRM data governance and compliance practices.


Work Expectations


MSP Environment: Fast-paced work environment managing multiple client environments.

* Professional Development: Encouraged to stay updated with Dynamics 365 features and industry trends.