Requirements
Required Skills & Experience• 4+ years hands-on Microsoft Dynamics 365 (Sales / Customer Engagement) development and configuration experience.• Strong command of the Dynamics customization toolkit: plugins (C#), custom workflows, Power Automate, Dataverse, and the Dynamics Web API / Common Data Service.• Experience integrating Dynamics with external web/portal applications via REST APIs or Azure integration services (Logic Apps, Service Bus, API Management).• Solid understanding of the real-estate/leasing domain (or comparable long-sales-cycle CRM use case: inquiry → offer → contract → renewal/termination) is a strong plus.• Experience with Power BI or Dynamics native reporting for operational dashboards.• Familiarity with Dynamics security model (business units, roles, field security) and data-privacy considerations for resident/tenant personal data.• Working knowledge of e-signature and document-generation integrations within Dynamics (e.g., DocuSign for Dynamics) is a plus.• Microsoft certification (e.g., MB-210, MB-220, or PL-400) is preferred but not required.Success Criteria for This Engagement• CRM-dependent leasing features (JCR-06, JCT-06/10–13, and lease-status transitions across both portals) are correctly synced and demonstrable end-to-end.• Leasing and community-management teams can operate their day-to-day workflow from Dynamics with no manual re-entry of portal-originated data.• Reporting/dashboards give the Client visibility into portal-driven leasing activity.
Description
About Octopus by RTGOctopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.Key Responsibilities• Configure and customize Dynamics 365 entities, forms, views, and business process flows to support the leasing journey: inquiry (RIF/TIF) capture, unit listing sync, offer/negotiation status, indicative terms, and lease sign-off.• Build and maintain the integration layer (in coordination with the API Developer) that pushes/pulls data between the Portal and Dynamics — e.g., unit availability, agent assignment, inquiry routing, booking confirmations, and lease-status transitions (Prospect → Offer → Signed→ Active → Renewal/Termination).• Develop plugins, workflows, Power Automate flows, and custom APIs within Dynamics to automate leasing-team notifications and approval steps (e.g., move-in request approvals,addendum requests, operational date changes).• Model and maintain the account hierarchy needed for sub-accounts (MHR-03, MUT-16/17) and company profiles (MUT-31) within Dynamics.• Support renewal and termination workflows by ensuring Dynamics reflects and triggers portal-side renewal notifications (SRR/SRT) and termination/settlement records (FCR/FCT).• Build reporting/dashboards in Dynamics (or Power BI) for the leasing and community-management teams to track inquiries, conversions, and portal-driven activity.• Manage security roles, field-level permissions, and data-privacy configuration within Dynamics for portal-originated records.• Participate in data-mapping and (if scoped as a change request) data-migration exercises between legacy systems and Dynamics.• Support UAT for all CRM-dependent features and provide production support during hypercare.