CRM Microsoft Dynamics 365 Sales

Candidatar-se

Description

  • Levantamento e desenho de solução 
    • Conduzir workshops de discovery com áreas de Vendas, Marketing e Atendimento. 
    • Traduzir necessidades de negócio em requisitos funcionais e técnicos. 
    • Definir blueprint da solução dentro do Dynamics 365 Sales. 
    • Propor melhorias de processo com base em boas práticas (lead mgmt, pipeline, forecast, etc.). 
  • Configuração e implementação 
    • Customização de entidades, campos, formulários, views e dashboards. 
    • Definição de regras de negócio, workflows, Power Automate. 
    • Modelação de security roles e hierarquias. 
    • Parametrização de módulos como Lead & Opportunity Management, Quotes, Forecasting. 
  • Integrações & dados 
    • Apoiar integrações com ERP, marketing automation, telefonia, portais, etc. 
    • Planeamento e execução de migrações de dados. 
    • Garantir qualidade e governança da informação. 
  • Adoção e suporte ao utilizador 
    • Preparar material de formação. 
    • Conduzir UAT com key users. 
    • Apoiar go-live e hypercare. 
    • Incentivar uso correto e maximização de valor. 
  • Governança do projeto 
    • Apoiar gestão de backlog. 
    • Estimar esforço. 
    • Atuar como ponte entre developers e stakeholders. 
    • Identificar riscos e dependências. 
Em contexto mid-senior, espera-se já capacidade de liderança funcional e mentoria de perfis juniores. 


Requirements

Plataforma Dynamics 
  • Conhecimento sólido de Dynamics 365 Sales. 
  • Model Driven Apps. 
  • Dataverse (tabelas, relacionamentos). 
  • Business Rules. 
  • BPF (Business Process Flows). 
  • Security model. 
Power Platform 
  • Power Automate (cloud flows). 
  • Noções de Power Apps. 
  • Capacidade de desenhar automações e aprovações. 
  • Conhecimento de conectores e triggers. 
Dados 
  • Data migration (Excel, SSIS, KingswaySoft ou similares). 
  • Data modeling. 
  • Noções de qualidade e deduplicação. 
Integrações 
  • Conceitos de APIs, REST. 
  • Experiência em projetos com integração a ERPs ou ferramentas externas. 
  • Entendimento de arquitetura (mesmo que não desenvolva). 
Reporting 
  • Dashboards nativos. 
  • Conhecimento de Power BI é frequentemente valorizado. 
Métodos 
  • Experiência em delivery em Agile / Scrum. 
  • Escrita de user stories. 
  • Condução de UAT.
Hibrido: 

Carnaxide (Zona Lisboa) ou Porto

 


Benefits

Os benefícios serão determinados após a definição das condições contratuais.

Information

  • Date Posted: Fevereiro 18, 2026
  • Location: Lisboa /
  • Experience: Medior (4-5 years)
  • Job Type: Full Time
  • ID: BIZ-0001321
  • Apply now

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