Microsoft Dynamics 365 CRM Configuration Specialist

Responsibilities

• Configure and govern Dataverse tables, relationships, forms, views, dashboards, workflows, and model-driven applications
• Deliver configuration-first solutions using Dynamics 365 CRM, Dataverse, and Power Automate before recommending custom development
• Manage security roles, business units, teams, access controls, and field-level security for sensitive data
• Support CRM capabilities for employer, member, interaction, correspondence, and case management processes
• Maintain documentation, release notes, configuration standards, and operational procedures
• Collaborate with API, data, architecture, QA, and security teams to support integrations and data alignment
• Assess the impact of CRM changes on integrations, reporting, workflows, and user access
• Support deployments, upgrades, testing, environment management, and production validation

Requirements

• Degree or diploma in Information Systems, Computer Science, Engineering, Business, or a related discipline
• 5+ years of Dynamics 365 CRM experience
• 3+ years of Dataverse and Power Platform experience
• Expertise in configuring entities, relationships, forms, views, dashboards, and workflows
• Strong knowledge of CRM security, access controls, and sensitive data management
• Experience supporting enterprise CRM environments, including releases, testing, and post-production support
• Experience integrating CRM platforms with APIs, reporting tools, and enterprise systems
• Experience working within regulated or high-trust environments

Preferred Qualifications

• Experience with the Dynamics 365 Customer Service module
• Microsoft certifications such as PL-200, PL-400, MB-210, or MB-230

Benefits

• High-performance, people-focused culture with a commitment to equity, diversity, and inclusion
• Membership in HOOPP’s world-class defined benefit pension plan
• 100% company-paid extended health and dental benefits
• Learning and development initiatives, including access to LinkedIn Learning
• Wellness programs including yoga, meditation workshops, and nutritional consultations
• Parental leave top-up and health spending accounts

About the Company

Founded in 1960, the Healthcare of Ontario Pension Plan (HOOPP) is one of Canada’s strongest and most stable defined benefit pension plans. Serving more than 504,000 members and 870 employers, HOOPP manages a global, diversified multi-asset portfolio of $132 billion in assets. We are a purpose-driven organization dedicated to providing a financially secure retirement for Ontario’s healthcare workers.