Microsoft Dynamics 365 CE/CRM – Technical Consultant

Practice Area: Consulting Services
Location: North America - Southern California preferred 
Job Type: Full-time
Reports To: CRM Leader
Years of Experience: 4-10+ years


As a member of our technical CRM team you will be responsible for reviewing client business processes and requirements and proposing the best technical solution to achieve the results by performing many of the technical tasks required for a successful CRM implementation. You must have a strong knowledge of the CRM capabilities and hold certifications, or plan on obtaining certifications within 60 days of hire, in the most current versions. You will work mostly with our functional consultants and solution architects from our CRM team to translate their requirements into creative and streamlined solutions for our clients. Travel is estimated at less than 25% and most work can be performed remotely or in our HQ office in Irvine, CA.

  • Implement and deploy Microsoft Dynamics CRM, ClickDimensions, Dynamics Marketing, Social Engagement, Field One and PSA.
  • Work with our functional team to identify opportunities for improvement in our client’s processes through technical automation or new functionality not found in the standard product as well as designing integrations to enable information and business flow for our client’s solutions.
  • Translate functional requirements into technical solutions
  • Perform gap analysis between a client’s requirements and the functionality within Microsoft Dynamics CRM and recommend solutions and provide estimates for custom development.
  • Configure the application to meet a client’s requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, or SDK
  • Identify creative workarounds to minimize the development of custom code and ensure an easy upgrade path for our customers.
  • Understand and research the functional capabilities and limitations for out of the box functionality
  • Create technical specifications
  • Design and integrate business processes and data flows between CRM applications and other applications, such as back office/ERP applications
  • Train client personnel on the usage and administration of Microsoft Dynamics CRM (technical and administrative training)
  • Provide infrastructure recommendations and establish best practices for CRM Online and CRM On-Premise
  • Strength in integrations is critical as 95% of our projects require integrations utilizing web services, file exchanges, API’s and other sources. A strong understanding of integration technologies and approaches is a must.
  • Develop data conversion and testing strategies
  • Develop high level project work plans
  • Lead technical discussions with clients
  • Provide technical support to existing CRM clients

Education & Experience:

  • 4-year degree in computer science, engineering, business, MIS or equivalent
  • 3 years of experience implementing Microsoft Dynamics CRM is required
  • Experience with Dynamics CRM 2011 and 2013 is required
  • 4+ years of experience implementing large packaged CRM applications (Microsoft Dynamics CRM, Siebel, SAP CRM, Oracle CRM,, SalesLogix, or Pivotal) is required
  • Minimum 5 years consulting experience preferred
  • Significant experience with sales management, marketing, and/or customer service processes
  • Microsoft Dynamics CRM certifications preferred

Required Skills:

  • CRM SDK and Developers Toolkit
  • CRM forms, screens, views, workflows and reports development
  • Programming languages – C#,, ASP.NET, HTML, JavaScript, VSTO, Silverlight
  • Architect / design CRM system, related customizations, portals, and reports
  • CRM development or integration best practices
  • Technical specifications documentation
  • Data migration and integration mappings using SQL Integration Services, Scribe or Web Services
  • SQL Reporting Services
  • MOSS/SharePoint Services

Performance Skills:

  • Exudes confidence
  • Possesses excellent communication skills
  • Self-Starter with ability to handle multiple tasks and shifting priorities
  • Thinks clearly and calmly under pressure
  • Investigates problems to establish real or hidden causes
  • Solves complex problems with creative solutions
  • Places emphasis on client satisfaction
  • Learns new concepts quickly and thoroughly
  • Promotes the mission and shared values of our company


Travel is an integral part of this position; candidates must be willing and able to travel. Travel will be approximately 15% or less.

Level of Independence:

In order to function effectively, this person must have a high level of independence, show initiative, and be highly motivated. This must be done in a manner which is consistent with the team management structure.

About Arbela

This is a great opportunity for the right individual to join the market leader in the innovation and delivery of enterprise scale Microsoft based ERP, CRM, SCM solutions, help Arbela’s customers drive value through innovation, and be part of the Arbela success story.

Arbela was recently named as one of the 2016 Best Places to Work in Orange County. Arbela offers its people superb working conditions such as career development and training programs, a very collaborative culture and a focus on customers and clients.

We’re looking for talented individuals with proven commercial experience of operating within consultancy-based environments, who are able to assist in the Dynamics AX pre-sales, participate heavily in the design and development of new AX solutions, and interact with clients on a strong level of consultancy-oriented analysis and communication skills.


  • A market leading salary
  • Private healthcare
  • Extended benefits, allowance and performance related bonus.
  • You’ll have ample opportunities for career growth and personal development, including technology and management training.

For more information, contact us at