Dynamics 365 CRM (Customer Engagement) Solution Architect

We need an experienced Dynamics 365 CRM/Customer Engagement (CE) Architect to lead end-to-end migrations from Salesforce (SFDC) to Microsoft Dynamics 365. This role will own the solution architecture migration strategy integration blueprint security model and data cutover approach while collaborating with business stakeholders delivery teams and platform engineers. The architect will ensure a scalable secure and high-performing D365 CE implementation aligned to enterprise architecture standards and business outcomes.

Requesting to share strong & appropriate profiles for a US client for SFDC to D365 Migration.

Pl discuss the Job Description with your candidates before sharing profiles.

Role: Dynamics 365 CRM (Customer Engagement) Solution Architect SFDC to D365 Migration

Start Date: Immediate

Work Model: Hybrid (preferable) / Remote

Travel Requirement: TBD

Client Location: Dayton Ohio

Job Description

Key Responsibilities

1) Architecture & Solution Design

• Define target-state architecture for D365 CE (Sales Customer Service Field Service Marketing/Customer Insights Journeys where applicable).
• Translate business needs into D365 functional and technical solution designs including entities/tables business processes automation security and reporting.
• Create architecture artifacts: HLD/LLD environment strategy deployment architecture integration patterns and non-functional requirements (NFRs).
• Provide governance on best practices: ALM solution layering performance security and scalability.

2) SFDC D365 Migration Leadership

• Lead migration strategy covering:
• Data model mapping (SFDC objects Dataverse tables)
• Process mapping (SFDC flows/process builder/workflows Power Automate / plugins / business rules)
• UI mapping (SFDC Lightning pages D365 forms views dashboards)
• Security mapping (profiles/roles/permission sets D365 security roles/teams/BU hierarchy)
• Drive migration planning and execution:
• Data profiling cleansing rules deduping data quality framework
• Cutover planning (mock cutovers runbooks go/no-go criteria rollback approach)
• Reconciliation strategy (record counts sampling exception handling)

3) Integration & Extension Strategy

• Architect integrations using Power Platform Azure Integration Services and APIs:
• Dataverse integration patterns (sync async event-driven)
• Salesforce integration sunset planning (if co-existence required temporarily)
• Upstream/downstream integrations with ERP (e.g. D365 F&O) middleware (MuleSoft Boomi Logic Apps) and enterprise apps
• Design extension approach using:
• Power Automate Power Apps Plugins Custom APIs Azure Functions Service Bus/Event Grid (as needed)

4) Delivery Leadership & Stakeholder Management

• Lead architecture workshops discovery and design sessions with business and IT leadership.
• Guide functional/technical teams (onshore/offshore) and review configurations customizations and code for quality.
• Ensure delivery alignment to scope timelines risk management and compliance requirements (SOX/GDPR etc.).
• Support SIT/UAT planning defect triage and stabilization through go-live and hypercare.

5) Governance Security & Compliance

• Define and validate security model (BUs teams roles field security hierarchy security).
• Establish ALM/DevOps approach using solutions pipelines and environment separation (Dev/Test/UAT/Prod).
• Ensure compliance with enterprise policies for identity auditing data retention and operational monitoring.

Required Skills & Experience

Must-Have

• 10 years in CRM/enterprise applications with 5 years as a D365 CE Architect/Lead.
• Proven experience delivering SFDC to D365 migration (minimum 1 2 large migrations preferred).
• Strong expertise in Dataverse architecture security model and performance patterns.
• Strong knowledge of D365 CE apps (Sales Customer Service minimum).
• Hands-on capability with Power Platform (Power Automate Power Apps Power BI fundamentals).
• Strong understanding of:
• Data migration (mapping transformations cutover reconciliation)
• Integration architecture (REST/SOAP APIs Azure integration patterns)
• ALM and CI/CD for D365 solutions

Good-to-Have

• Experience with Customer Insights (Data/Journeys) Field Service or Omnichannel.
• Experience with Azure services (Logic Apps Service Bus Functions API Management).
• Knowledge of MuleSoft/Boomi or other iPaaS tools used in SFDC ecosystems.
• Familiarity with Copilot/AI capabilities in Dynamics 365 and responsible AI patterns (optional).

Typical Migration Scope (What this Architect will own)

• SFDC org assessment (objects flows integrations custom code AppExchange dependencies)
• D365 target data model process architecture
• Migration tooling approach (ETL Dataflows third-party tools or custom pipelines)
• Integration redesign (eliminate SFDC dependencies replace with Dataverse/Azure patterns)
• Cutover strategy and runbooks (multiple dress rehearsals)
• Post go-live stabilization and adoption support

Deliverables & Artifacts

• Target architecture diagram (apps integrations identity environments)
• Migration approach document: mapping cleansing rules load sequence cutover plan
• HLD/LLD security design NFRs performance plan
• Integration designs and API specifications
• DevOps/ALM strategy release plan
• Data reconciliation and validation framework

Soft Skills

• Strong client-facing communication and stakeholder influence
• Ability to translate complex technical decisions into business outcomes
• Proven leadership in cross-functional teams and vendor coordination
• Structured problem-solving mindset risk-based decision making

Education & Certifications (Preferred)

• Bachelors in Engineering/Computer Science or equivalent experience
• Preferred Microsoft certifications (any of the below):
• Power Platform Solution Architect Expert
• Dynamics 365 Functional Consultant (Sales/Customer Service)
• Azure Fundamentals / Integration certifications

Pi-square technologies is a Michigan (USA) Headquartered Automotive Embedded Engineering Services company Synergy Partner for major OEMs and Tier 1s and their implementation partners in Automotive Embedded Product Development Projects Requirements Analysis Software Design Software Implementation Efficient Build Release Process and turnkey software V & V Services. We have more than 20 years of industry expertise with specialization in the latest cutting-edge automotive technologies such as Infotainment connected vehicles Cyber security OTA and Advanced Safety/ Body electronics.