Palmer Group
Our client is seeking a Technical Project Manager - Microsoft Dynamics to lead a strategic assessment of our current CRM environment. This is an initial contract role with high potential for follow-up implementation and project work based on assessment results. You will guide the internal stakeholders through a comprehensive review of how we're using Dynamics 365 Sales today and build a roadmap for optimizing and scaling its use. Apply today if you are interested!
Work model:
- Open to on-site, hybrid, and remote
- Lead an in-depth assessment of our current Microsoft Dynamics 365 Sales (CRM) implementation
- Analyze existing processes, configurations, and user adoption
- Identify gaps in system usage, data integrity, and integration with Business Central
- Define and document a go-forward plan including recommended changes, data strategies, and process improvements
- Collaborate closely with both technical and business stakeholders across Sales, Marketing, and Account Management
- Provide functional recommendations and a roadmap for improving CRM capabilities in alignment with business goals
- Work with internal and external resources to plan integration efforts and technical feasibility
- Advise on future implementation phases, including potential need for additional resources (development, data, BSA)
- Strong functional knowledge of Microsoft Dynamics 365 Sales (CRM), including firsthand experience with implementations and optimizations
- Background in Technical Project Management or Program Management with CRM-centric projects
- Understanding of Microsoft Business Central and data integrations between CRM and ERP platforms
- Familiarity with Azure Cloud environments
- Solid grasp of workflows, automations, and Dynamics capabilities (without needing to be a developer)
- Ability to assess system usage, gather business requirements, and provide high-level strategic and technical insights
- Experience with data mapping, data cleansing, or partnering with BSAs for system assessments
- Excellent stakeholder engagement skills, including working with internal IT and business teams as well as third-party vendors
- Experience in environments with 80+ users across sales, marketing, and account management functions
- Previous involvement with data transformation projects, Azure data lakes, and/or customer master data management
- Located in or near the Midwest U.S. or able to travel to the region for occasional onsite meetings
- 401k
- Major health insurance
- Employee Stock Ownership Plan ( ESOP )
- Click here for a complete list of benefits
Interested and qualified candidates can contact Willow Bauer at (515) 225-7000 or email Willow at .