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# Dynamics 365 CRM Transformation Advisor

- **Company:** CareerCircle
- **Location:** Minneapolis, MN, United States (Remote available)
- **Experience:** Expert
- **Salary:** $197,600.0 - $249,600.0
- **Contract:** Franchise
- **Skills:** Application Programming Interfaces (APIs), Artificial Intelligence, Microsoft Online Services, Cloud Computing, Cloud Engineering, Data Architecture, Data Governance, Data Migration, Data Retention, Microsoft Dynamics CRM, Identity and Access Management, Microsoft Dynamics, Microsoft Office, Microsoft SQL Server, Role-Based Access Control, Migration Manager, SAP (Applications), Information Technology Security Auditing, Microsoft SharePoint, SQL Databases, Oracle Fusion Middleware, Systems Integration, Enterprise Integration, Oracle Cloud Infrastructure, Workday
- **Published:** August 22, 2026
- **Apply:** https://www.careercircle.com/jobs/all/all/usa/mn/minneapolis/1c298472-16ef-45b7-b8ee-b0475730f73b

## About the Role

Deep expertise with Dynamics CRM 8.x On-Premises and Dynamics 365 Online.

Strong CRM transformation, modernization, and migration strategy experience.

Executive-level consulting, business process assessment, and stakeholder management.

Experience developing RFPs and leading vendor selection initiatives.

Preferred Skills

Retail or franchise business experience.

SharePoint, SQL Server, Exchange/EWS, CRM integrations, and data migration expertise.

Enterprise architecture and digital transformation consulting experience.

Ideal Background Principal Consultant, Enterprise Architect, CRM Transformation Advisor, or Senior Dynamics Architect with experience guiding large-scale CRM modernization initiatives from strategy through vendor selection

Skills

dynamics crm, Dynamics 365 Architecture, Modernization, business process, Advisory consulting, rfp, vendor selection, retail, Sharepoint integration, sql server, exchange online, server side, vendor management, click dimensions, crm reporting, dashboards, enterprise governance, data migration

Top Skills Details

dynamics crm,Dynamics 365 Architecture,Modernization,business process,Advisory consulting,rfp,vendor selection,retail

Additional Skills & Qualifications

Retail or franchise industry experience

SharePoint, SQL Server, and CRM integrations

Data migration, archival, and retention strategy

Exchange Online / EWS knowledge

Executive stakeholder management

RFP development and vendor selection

Enterprise architecture and governance, Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

## Description

Operations
Leadership
Consulting
Management
Governance
Server-Side
Franchising
Data Migration
Data Retention
Business Process
Vendor Management
Data Architecture
Business Valuation
Workflow Management
Microsoft SharePoint
Request For Proposal
Full Stack Development
Digital Transformation
Microsoft Dynamics 365
Microsoft Dynamics CRM
Artificial Intelligence
Business Transformation
SQL (Programming Language)
Office 365 Exchange Online
Business Process Discovery
Customer Relationship Management, We are seeking a highly experienced Dynamics 365 CRM Transformation Advisor to assess its current Dynamics CRM 8.2 on-premises environment and provide strategic recommendations for its future-state CRM platform. The consultant will lead discovery efforts, evaluate migration and modernization options, identify business and technical risks, and develop an implementation RFP for vendor selection. EXPERT LEVEL, Assess the current Dynamics CRM 8.2 environment, including workflows, integrations, reporting, data architecture, and dependent applications.

Lead stakeholder interviews and business process discovery sessions across multiple departments.

Evaluate CRM modernization options, including migration to Dynamics 365 Online, greenfield rebuild, hybrid approaches, and data archival strategies.

Develop future-state recommendations, roadmaps, risks, and decision criteria for executive leadership.

Assess data retention, attachment management, SharePoint integrations, Exchange/EWS dependencies, workflows, and CRM-connected applications.

Create a comprehensive implementation RFP and vendor evaluation framework.

Provide project leadership, governance recommendations, and strategic guidance throughout the assessment effort., Operations
Automation
Mentorship
Governance
Scalability
Oracle Cloud
Data Governance
Solution Design
SAP Applications
Data Sovereignty
Data Architecture
Design Leadership
Workday (Software)
Business Valuation
Cloud Applications
Business Alignment
Leadership Studies
Business Strategies
Systems Integration
Technical Leadership
Integration Strategy
Regulatory Compliance
Emerging Technologies
Solution Architecture
Full Stack Development
Stakeholder Management
Enterprise Integration
Artificial Intelligence
Enterprise Architecture
Business Transformation
Oracle Fusion Middleware
Organizational Leadership
Cloud Computing Architecture
Identity And Access Management
Design Elements And Principles
Role-Based Access Control (RBAC)
Sarbanes-Oxley Act (SOX) Compliance
Application Programming Interface (API)
Information Technology Security Auditing
+0
Senior Dynamics CRM / D365 Solution Architect
TEKsystems

Minneapolis, MN*On-Site

Dashboard
Operations
Leadership
Consulting
Management
Governance
Server-Side
Franchising
Data Migration
Data Retention
Business Process
Vendor Management
Data Architecture
Business Valuation
Workflow Management
Microsoft SharePoint
Request For Proposal
Full Stack Development
Digital Transformation
Microsoft Dynamics 365
Microsoft Dynamics CRM
Artificial Intelligence
Business Transformation
SQL (Programming Language)
Office 365 Exchange Online
Business Process Discovery
Customer Relationship Management


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