CAREER PORTAL

Microsoft Dynamics 365 CRM Product Architect / Lead

Microsoft Dynamics 365 CRM Product Architect / Lead
Location: Remote
Terms - 5-6 months+ contract (possibility of extension)
Hourly Pay Rate: $90/hr-$100/hr W2 ONLY 
***NO C2C***

Role Overview:
Client is seeking an experienced Dynamics 365 CRM Product Architect / Lead to drive the modernization and simplification of our CRM ecosystem. This role will focus on optimizing our Sales Hub and Service Hub experiences, leveraging Copilot, Power Platform, and Microsoft’s out-of-the-box (OOB) capabilities to enhance productivity, automation, and user experience.
You’ll partner with business and technology stakeholders to evaluate current customizations, define a roadmap for transformation, and lead the design and rollout of scalable, maintainable CRM solutions.
Key Responsibilities Product Leadership & Assessment

• Evaluate the existing Dynamics 365 environment and customizations for alignment with Microsoft’s OOB capabilities.
• Advise on what to retain, refactor, or rebuild using OOB tools to reduce technical debt.
• Partner with business and IT leaders to define a roadmap for CRM simplification and modernization.
• Serve as a bridge between business and technical teams, ensuring alignment with best practices and strategic goals.

Sales Hub (Advisor Experience)

• Streamline CRM workflows and interfaces for improved advisor and end-user experience.
• Lead the migration of key forms, workflows, and Business Process Flows (BPFs) to the Dynamics Sales Hub.
• Configure Copilot for Sales and Sales Accelerator to drive automation, insights, and engagement.
• Develop and execute pilot rollouts, user training, and adoption strategies.

Service Hub (Client Service Modernization)

• Consolidate and migrate custom workflows into the Copilot Service Workspace.
• Redesign Case Management, routing, and SLA tracking leveraging OOB functionality.
• Build and test pilot environments, gather user feedback, and refine solutions before enterprise rollout.

Governance & Delivery

• Deliver discovery assessments, modernization roadmaps, and architecture recommendations.
• Create training materials, governance frameworks, and adoption plans to ensure sustainable success.
• Support post-pilot refinement and transition activities to ensure business continuity and adoption.

Qualifications Required

• 7+ years of hands-on experience with Microsoft Dynamics 365 CRM (Sales & Service).
• Deep expertise in Sales Hub, Service Hub, Copilot, and the Power Platform.
• Proven ability to assess and map highly customized CRM environments to OOB solutions.
• Strong understanding of workflow design, Case Management, and Business Process Flows (BPFs).
• Experience leading migrations from heavily customized builds to configuration-driven architectures.
• Excellent communication and stakeholder management skills — able to translate business needs into practical, scalable CRM solutions.
• Experience in financial services or similar large-scale enterprise environments.

Preferred

• Hands-on experience configuring Copilot for Sales/Service, Sales Accelerator, and AI-driven insights.
• Experience developing training and adoption programs(e.g., WalkMe or similar tools).
• Background in consulting or enterprise CRM modernization initiatives.

Estimated Min Rate: $90.00
Estimated Max Rate: $100.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

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