CRM developer

Key Responsibilities

1. CRM Development & Customization
• Design and develop solutions on Microsoft Dynamics 365 (Customer Engagement modules)
• Customize entities, workflows, plugins, and forms using .NET (C#) and Dynamics SDK
• Build and extend modules related to:
• Customer onboarding (KYC / AML integration)
• Loan origination and approval workflows
• Case management and complaints handling
• Sales and relationship management (Retail & Corporate Banking)
• Campaign and customer engagement journeys
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2. Integration & Architecture
• Develop integrations between CRM and core banking systems, payment gateways, and third-party services
• Use:
• REST / SOAP APIs
• Azure Integration Services (Logic Apps, Service Bus)
• Middleware (if applicable)
• Ensure real-time and batch data synchronization across systems
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3. Banking-Specific Solution Development
• Translate banking business requirements into technical CRM solutions
• Support automation of:
• Customer lifecycle management
• Compliance processes (SAMA regulations, KYC, AML)
• Digital onboarding and eKYC journeys
• Enhance customer 360° view across channels
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4. Performance & Security
• Optimize CRM performance and ensure scalability for high-volume banking operations
• Implement security roles, field-level security, and data governance policies
• Ensure compliance with internal IT policies and regulatory frameworks
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5. Collaboration & Delivery
• Work closely with:
• Business analysts
• Product owners
• IT architecture teams
• Participate in full SDLC (Design → Development → Testing → Deployment → Support)
• Provide technical documentation and knowledge transfer
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Required Skills & Qualifications

Technical Skills
• Strong experience in Microsoft Dynamics 365 (CE / CRM modules)
• Proficiency in:
• .NET (C#), JavaScript
• Dynamics Plugins & Custom Workflows
• Power Platform (Power Automate, Power Apps)
• Integration experience:
• REST APIs, Web Services
• Azure (preferred)
• Database knowledge:
• SQL Server / Dataverse
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Banking Domain Knowledge (Highly Preferred)
• Understanding of:
• Retail & Corporate banking processes
• Customer onboarding and KYC
• Loan and credit lifecycle
• Familiarity with regulatory requirements in Saudi Arabia (e.g., SAMA)
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Soft Skills
• Strong analytical and problem-solving skills
• Ability to translate business needs into technical solutions
• Stakeholder communication and collaboration
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Experience Requirements
• 3–7+ years in CRM development, with at least:
• 2+ years in Microsoft Dynamics 365
• Experience in banking or financial services (preferred)
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Nice to Have
• Microsoft Dynamics certifications
• Experience with DevOps and CI/CD pipelines
• Knowledge of AI-driven CRM features (customer insights, predictive analytics)