Job Description
Job Description:
Our client is seeking a skilled Dynamics 365 Developer/Administrator to maintain, enhance, and extend their D365 Sales Professional environment. This hybrid role combines CRM administration with hands-on development work including JavaScript web resources, Power Automate flows, SSRS reporting, and system integrations. The ideal candidate will work closely with business users to translate operational needs into technical solutions while maintaining system stability and data integrity. Must believe and follow an AI first approach (OpenaI/Claude) to build MVP and fast track development efforts.
Key Responsibilities:
D365 Administration & Configuration:
- Manage and configure D365 Sales Professional environment including custom entities, forms, views, and business rules, built of modules and custom workflow, pricing engine, contract creation, onboarding and sales quote management process.
- Reporting and custom view creation and training of users.
- Create and maintain security roles, field-level security, and user access
- Design and implement custom entities and relationships to support business processes
- Troubleshoot system issues and provide user support
JavaScript Development:
- Develop and maintain JavaScript web resources for form customization and business logic
- Build complex financial calculators and tools embedded within D365 forms
- Create custom ribbon buttons and command bar actions
- Implement form validation, field calculations, and dynamic form behavior
Power Automate / Flow Development:
- Design and build Power Automate flows for process automation
- Create flows triggered by Dataverse events, HTTP requests, and scheduled runs
- Implement complex business logic including conditional branching, loops, and data transformations
- Integrate flows with JavaScript web resources for user-triggered automation
Reporting & Analytics:
- Develop SSRS reports using FetchXML data sources
- Build complex reports including pivot tables, matrix layouts, and financial calculations
- Create and maintain report security and distribution
- Troubleshoot report issues including data type mismatches, filter logic, and join configurations
Integrations & Data Management:
- Integrate D365 with external systems and APIs (e.g., financial calculation services)
- Manage D365 to SharePoint integrations for document storage
- Perform data migrations using tools such as KingswaySoft SSIS
- Maintain data quality and integrity across integrated systems
Required Qualifications:
- 3+ years of experience with Microsoft Dynamics 365 (Sales, Customer Service, or similar)
- Strong JavaScript development skills, including experience with D365 Client API (Xrm namespace)
- Experience building Power Automate flows with Dataverse connector
- Knowledge of FetchXML and OData queries
- Experience with SSRS report development
- Understanding of relational database concepts and data modeling
- Excellent problem-solving and troubleshooting skills
Preferred Qualifications:
- Experience in commercial finance, leasing, or lending industry
- Familiarity with financial calculations (amortization, curtailment, balloon payments)
- Experience with D365 Sales Professional licensing and feature limitations
- Knowledge of PowerShell scripting for build processes
- Experience with TValue or similar financial calculation software
- Microsoft certifications in Dynamics 365 or Power Platform
- Experience with HTML/CSS for web resource development
Salary/Rate: $25-$35/HR (depends on experience level). This is a contract position with candidates expected to work 40 hours/ week.
About the Company
Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.
For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.
Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:
Helping every client make the best hiring decisions possible
Matching professionals with the right IT jobs and career opportunities
As part of that commitment, we believe in providing clear information about how our hiring technologies work and how your data is used. The following section outlines our AI-assisted interview process and your rights as a candidate.
AI-Assisted Interview Experience (Pete & Gabi – Rebecca)
To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.
These AI hiring tools help us:
- Transcribe interviews
- Summarize candidate responses
- Generate job-related insights
- Streamline communication and scheduling
Please note that:
The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.
The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.
If you prefer a non-AI interview format, we will gladly provide an alternative.
Technical or Case Interviews (Role-Dependent):
When applying for certain tech jobs, you may participate in:
- A technical interview
- A coding challenge
- A case study
- A client-specific assessment
We will always explain what to expect in advance so you can prepare with confidence.
Human Review & Selection:
Every candidate's profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.
AI insights may assist with organization and evaluation, but final decisions are always human-driven.
Your Rights as a Candidate:
At PTP, every candidate has the right to:
Request a non-AI interview path
Ask how your data is being used
Request access to transcripts or interview recordings
Request deletion of your AI-recorded interview
Receive clear, timely communication
Our goal is to ensure you feel respected, informed, and supported throughout your experience.
Our Commitment:
For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.
We're committed to a hiring process that is:
- Transparent
- Compliant
- Equitable
- Powered by innovative technology that enhances—not replaces—human judgment
Welcome to the future of hiring at Peterson Technology Partners.
We're excited to learn more about you.
Equal Employment Opportunity:
Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.
