Senior CRM 365 Application Developer - Banking

The Senior CRM 365 Application Developer is responsible for designing, developing, and maintaining Microsoft Dynamics 365 CRM applications for the banking sector. This role requires a deep understanding of CRM functionality, strong technical skills, and the ability to work closely with stakeholders to deliver customer-centric solutions that improve business processes, client management, and sales. The ideal candidate will possess both technical expertise in Dynamics 365 and practical experience in implementing CRM solutions within the banking and financial services industry.

1. Solution Development:

• Design and develop customized solutions in Microsoft Dynamics 365 CRM to support business processes in the banking sector, such as customer relationship management, sales automation, and service management.
• Work on customizing the Dynamics 365 platform to fit the specific needs of the bank, including creating custom entities, workflows, plugins, forms, and reports.

• Integrate Microsoft Dynamics 365 CRM with other banking systems, such as core banking applications, financial data systems, and third-party services.
• Develop and maintain custom APIs and web services for seamless data exchange between systems.
• Ensure that integrations comply with banking regulations and security standards.

• Configure the Dynamics 365 platform according to the bank’s business requirements, customizing modules like Sales, Marketing, Customer Service, and Field Service.
• Develop custom dashboards, reports, and views to provide actionable insights to business users.
• Customize Dynamics 365 forms, workflows, and business rules to automate business processes in areas like customer management and loan processing.

• Work closely with business analysts, project managers, and other IT teams to gather and refine requirements.
• Act as a liaison between business teams and technical teams to ensure the delivery of effective CRM solutions.
• Provide recommendations for CRM improvements and enhancements based on business needs.

• Ensure high-quality code and solutions by implementing best practices in coding, testing, and debugging.
• Conduct unit testing, integration testing, and user acceptance testing (UAT) to ensure that applications meet business requirements and are free of defects.
• Participate in code reviews and ensure compliance with development standards.

• Provide ongoing support for CRM applications, addressing any issues and bugs that arise.
• Ensure that the Dynamics 365 environment is kept up-to-date and properly maintained, including managing patches, updates, and version control.
• Troubleshoot and resolve technical issues reported by end-users or other departments.

• Implement robust security measures to protect sensitive banking data and comply with industry regulations (such as GDPR, PCI-DSS, and banking security standards).
• Ensure data privacy and security in CRM applications, focusing on secure data handling and authentication processes.

• Develop detailed technical documentation for the CRM system, including design specifications, integration documents, and user manuals.
• Prepare reports for management, highlighting system performance, application usage, and improvements.

• Mentor junior developers and provide guidance on CRM development best practices.
• Lead development teams on CRM projects, ensuring that tasks are completed on time and within budget.

• Education: Bachelor’s degree in Computer Science, Information Technology, or a related field.
• Experience:
  • Minimum of 5+ years of experience in Dynamics 365 CRM development, with a strong focus on customization, integration, and system design.
  • Previous experience working in the banking or financial services sector is highly preferred.
  • Experience with the full software development lifecycle (SDLC), from gathering requirements to deploying and supporting the solution.
• Technical Skills:
  • Expertise in Microsoft Dynamics 365 (Sales, Marketing, Customer Service modules).
  • Strong knowledge of C#, .NET, JavaScript, HTML, CSS, and web technologies.
  • Experience with Power Platform (Power Automate, Power Apps) and other Microsoft tools.
  • Experience with Dynamics 365 integration techniques (RESTful APIs, Azure Service Bus, etc.).
  • Knowledge of SQL Server and Azure.
  • Familiarity with CRM security models, role-based access, and data privacy.
• Tools & Platforms:
  • Microsoft Dynamics 365 CRM (Online and On-Premise).
  • Azure DevOps, Git, or other version control systems.
  • Power BI, SSRS, and other reporting tools.