CRM Developer / Solution Consultant

This consultant will play a critical role in designing and implementing a clean, scalable CRM environment from the ground up, migrating relevant data from the current Dynamics instance, and helping the business leverage Microsoft’s AI-powered automation tools and agents. The ideal candidate will combine deep technical Dynamics 365 expertise with strong solution architecture capabilities and the ability to operate independently without extensive oversight., * Lead the end-to-end design and implementation of a new Microsoft Dynamics 365 CRM environment.

• Architect and build a scalable CRM solution aligned with the organization’s future-state business processes.
• Configure and customize Dynamics 365 entities, forms, views, workflows, business rules, and security models.
• Design and implement document repositories, data structures, and CRM infrastructure components.
• Develop and automate business processes using Power Automate, Dynamics workflows, and modern Microsoft automation tools.
• Migrate relevant data from the existing Dynamics 365 environment into the newly developed platform.
• Design and deploy AI-driven capabilities leveraging Microsoft Copilot and associated AI agents.
• Create and optimize automated document management, activity management, and approval workflows.
• Collaborate closely with business stakeholders to translate requirements into scalable CRM solutions.
• Provide technical leadership and best practices around Dynamics architecture, governance, and long-term maintainability.
• Work alongside existing internal development resources and provide architectural guidance where needed.
• Participate in Agile development sprints and manage assigned deliverables from design through deployment., The ideal consultant is more than a Dynamics developer, they are a solution builder capable of taking ownership of a CRM modernization initiative from inception through deployment. This individual should understand how to architect a scalable CRM ecosystem, implement modern automation capabilities, and help the organization establish a long-term foundation for customer relationship management and AI-enabled business processes. The client is specifically seeking someone who can provide both technical execution and strategic structure, rather than simply performing development tasks as directed.

• 7+ years of Microsoft Dynamics 365 CRM / Customer Engagement (CE) experience.
• Proven experience designing and building Dynamics environments from the ground up.
• Strong expertise in Dynamics 365 customization, configuration, and development.
• Experience with CRM data migration strategies and execution.
• Deep knowledge of Microsoft Power Platform, including Power Automate.
• Experience developing workflow automation and business process flows.
• Strong understanding of CRM architecture, data modeling, and solution design.
• Experience integrating Dynamics 365 with Microsoft AI, Copilot, or automation technologies.
• Ability to work independently and provide both technical execution and strategic direction.
• Strong communication, stakeholder management, and documentation skills.

Preferred Qualifications

• Experience implementing Microsoft Copilot for Dynamics 365.
• Experience deploying Microsoft AI agents and intelligent automation capabilities.
• Experience with Power Apps, Dataverse, and Azure integrations.
• Familiarity with modern Microsoft cloud technologies and architecture best practices.
• Previous experience supporting logistics, transportation, supply chain, or operational environments.
• Experience mentoring developers and providing solution architecture leadership.
• Microsoft Dynamics 365 certifications preferred.

Mako’s client, a rapidly growing logistics organization, is seeking a highly experienced Microsoft Dynamics 365 CRM Developer / Solution Consultant to lead the redesign and rebuild of their Dynamics 365 CRM environment. The organization has established its future-state CRM vision and business processes and is looking for a hands-on consultant who can architect, build, and deploy a brand-new Dynamics instance while modernizing the platform with Microsoft’s latest AI and Copilot capabilities.