Solutions Designer - CRM - Senior

Job Title: Senior Solutions Designer - CRM

Location: Toronto, Ontario

Work Model: Onsite

Duration: 6 months

Extension: 1 Time

Must Haves

• Demonstrated experience in Microsoft Dynamics 365 Solution Architecture, including design, implementation, customization, and governance of enterprise-wide platforms.
• Demonstrated experience designing and implementing Microsoft Power Platform solutions, including Model-Driven Apps, Power Automate, Power Pages, and Business Process Flows
• Experience architecting and implementing Azure-based enterprise solutions, including Azure Integration Services, App Services, Functions, API Management, and cloud-native components.
• Demonstrated experience designing Enterprise - Integration Architectures and implementing scalable integration patterns across multiple business systems and platforms.
• Produce architecture deliverables including: Physical Architecture Diagrams, Solution Architecture Documents, Integration Architecture Specifications, Security Architecture Designs, Data Flow Diagrams, Environment Architecture

Description / Responsibilities / Skills

Project Background

• Senior CRM Solution Designer to translate business requirements and architecture direction into detailed Dynamics 365 solution designs.
• Conducts solution options analysis, evaluates CRM capabilities, and develops implementation-ready specifications.
• Supports analysis, design, and development of a common enterprise regulatory platform (CCMP) supporting permitting, licensing, compliance, enforcement, and case management.

Solution Analysis & Design

• Analyze business requirements across permitting, licensing, compliance, enforcement, and case management programs and translate them into detailed CRM solution designs.
• Conduct current-state assessments of business processes, applications, and CRM capabilities to identify opportunities for standardization, consolidation, and reuse.
• Evaluate Microsoft Dynamics 365 out-of-the-box capabilities before recommending custom configuration or development solutions.
• Define detailed functional and technical solution designs that support reusable enterprise business capabilities across multiple lines of business.
• Produce detailed solution design documents, functional specifications, configuration specifications, process flows, user stories, and technical requirements.

Dynamics 365 & Power Platform Design

• Design and document: Business processes and workflows, Case management processes, User journeys, Forms and screens, Business rules, Security models, Role-based access controls, Solution components and configurations.
• Define configuration approaches and detailed requirements for customizations including plugins, PCF controls, custom APIs, workflow extensions, and Azure-hosted components where required.
• Support the design of multi-tenant CRM solutions including business units, security roles, data segregation, and reusable configuration models.

Data & Integration Design

• Define and document business data requirements, entity models, relationships, data mappings, and data quality requirements within Dataverse.
• Support the design of integrations between Dynamics 365 and enterprise platforms including portals, document management systems, identity management solutions, GIS platforms, enterprise data platforms, and integration services.
• Contribute to data migration strategies and legacy system transition approaches.

Governance Support & Collaboration

• Support architecture reviews, design walkthroughs.
• Identify solution risks, product limitations, implementation challenges, and provide practical recommendations and mitigation strategies.
• Collaborate with business analysts, product owners, developers, architects, infrastructure teams, integration teams, and security teams throughout the solution design cycle.

Deliverables

• Solution Options Analysis and Recommendations
• Detailed CRM Solution Design
• Dataverse Data Model and Configuration Design
• Integration and Interface Specifications
• Implementation-Ready Design Artifacts

Experience & Skill Set Requirements

1. CRM Solution Design and Solution Options (60%)

• Designing and implementing enterprise CRM solutions using Microsoft Dynamics 365 Customer Service, Dataverse, and Power Platform.
• Analyzing business requirements across permitting, licensing, compliance, enforcement, inspections, case management, or customer service programs and translating them into detailed solution designs.
• Conducting current-state assessments, gap analyses, and solution options evaluations to identify opportunities for business process standardization, consolidation, and reuse.
• Developing solution option analyses, recommendations, trade-offs, risk assessments, and implementation approaches.
• Designing solutions using: Dynamics 365 Customer Service, Dataverse, Model-Driven Apps, Power Automate, Business Process Flows, Power Pages, Security Roles, Business Rules, Plugins, PCF Controls, Custom APIs.
• Evaluating out-of-the-box Dynamics 365 capabilities and defining configuration-first approaches before recommending custom development.
• Designing reusable business capabilities, workflows, processes, forms, and solution components that support multiple lines of business on a common enterprise platform.
• Producing detailed functional designs, solution specifications, process models, user journeys, and implementation-ready documentation.
• Supporting multi-business and multi-tenant solution designs through configurable and scalable platform components.
• 7+ years of CRM solution design experience.
• 5+ years of Microsoft Dynamics 365 and Power Platform experience.
• Experience designing and implementing enterprise-scale CRM or case management solutions.
• Strong business process modelling, requirements analysis, and solution design skills.
• Demonstrated experience producing implementation-ready solution specifications and design artifacts.

2. Dataverse Data Modelling & Integration Design (20%)

• Designing conceptual and logical data models using Dataverse.
• Defining business entities, relationships, data mappings, and data quality requirements.
• Designing integration requirements between Dynamics 365 and enterprise systems.
• Experience with REST APIs, MuleSoft, Azure Integration Services, Identity and Access Management, document management platforms, and enterprise portals.
• Supporting data migration and system transition initiatives.
• Experience developing interface specifications and integration requirements.
• Understanding of enterprise integration patterns and data governance principles.

3. Delivery Leadership, Stakeholder Engagement & Collaboration (20%)

• Collaborating with Solution Architects, Business Analysts, Product Owners, Developers, Project Managers, Infrastructure Teams, Integration Teams, and Security Teams.
• Facilitating requirements workshops, design sessions, and stakeholder consultations.
• Communicating solution recommendations, risks, constraints, and design decisions to business and technical audiences.
• Reviewing solution configurations and development deliverables to ensure alignment with approved designs and architecture standards.
• Supporting testing, deployment planning, production readiness, and implementation activities.
• Identifying solution risks, dependencies, and implementation challenges and developing mitigation strategies.
• Experience supporting large and complex enterprise CRM implementations.
• Strong stakeholder management, facilitation, communication, and relationship-building skills.
• Excellent analytical, problem-solving, and documentation skills.
• Proven ability to manage multiple priorities and deliver high-quality outcomes.

Nice to Have

• Microsoft Certified: Dynamics 365 Solution Architect Expert.
• Microsoft Certified: Power Platform Solution Architect Expert.
• Azure Solutions Architect Expert certification.