Tech Stack
Job Description, Responsibilities & Requirements
About the Position
We are seeking a detail-oriented and quality-driven Microsoft Dynamics 365 CRM Tester with strong functional expertise in Dynamics 365 Customer Engagement (Sales & Customer Insights) and the Power Platform. This role is responsible for ensuring the integrity, performance, and usability of CRM solutions through comprehensive testing practices across the full application lifecycle.
Responsibilities
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Testing & Quality Assurance
- Develop, maintain, and execute test plans, test cases, and test scripts for D365 CE solutions and Power Platform applications.
- Perform regression, integration, smoke, and user acceptance testing (UAT) to ensure system stability and performance.
- Identify, document, and track defects using tools such as Azure DevOps or Jira, ensuring timely resolution.
- Coordinate and support UAT cycles with business stakeholders, including walkthroughs and defect reproduction steps.
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Functional Validation & Business Alignment
- Translate business requirements into test scenarios to validate functional and technical solutions.
- Validate CRM processes across Sales, marketing automation, quoting, invoicing, and customer engagement workflows.
- Ensure accuracy of customer journeys, segmentation logic, and campaign execution within Customer Insights.
- Collaborate with product owners, developers, and data teams to ensure high-quality deliverables.
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Integration & Data Validation
- Test data flows across integrations involving Dataverse, Power Automate, and other Microsoft 365 services.
- Validate data integrity and transformation using tools such as SQL and Power BI dashboards.
- Support migration and validation of datasets from multiple sources into centralized environments.
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Power Platform & D365 Support
- Validate configurations within Model-Driven Apps, workflows, forms, business process flows, and security roles.
- Test enhancements involving Power Apps, Power Automate, and custom CRM extensions (e.g., JavaScript web resources).
- Ensure usability, performance, and adherence to CRM best practices.
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Documentation & Continuous Improvement
- Create and maintain test documentation, SOPs, and user-facing QA guides.
- Provide recommendations for process improvements and system enhancements identified during testing cycles.
- Contribute to Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
Requirements
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Core Skills
- Hands-on experience with Dynamics 365 CE (Sales, Customer Insights preferred)
- Strong experience in QA/testing methodologies and lifecycle management
- Experience with Azure DevOps Test Plans, Jira, or similar tools
- Familiarity with Power Platform (Power Apps, Power Automate, Dataverse)
- Understanding of data validation, SQL, and reporting tools such as Power BI
- Experience working in Agile environments with cross-functional teams
- Strong analytical, documentation, and communication skills
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Preferred Skills
- Microsoft Certifications such as:
- D365 Sales Functional Consultant (MB-210)
- Power Platform Fundamentals (PL-900)
- Azure Fundamentals (AZ-900)
- Experience supporting end-to-end CRM implementations or enhancements
- Exposure to data pipelines, automation testing, or scripting (Python)
- Bilingual (English/Spanish) is a plus
- Microsoft Certifications such as:
Key Competencies
- Strong attention to detail and commitment to quality
- Ability to bridge functional and technical perspectives
- Proactive problem-solving and root-cause analysis
- Effective stakeholder communication and collaboration
- Adaptability in fast-paced, Agile environments
We Offer
- Competitive salary up to $75 USD
- Opportunity to work with cutting-edge Microsoft technologies
- Collaborative and innovative work environment
About the Company
We are a leading organization in the field of business applications and cloud solutions, dedicated to delivering high-quality software and services. Our team is committed to excellence and continuous improvement, ensuring that our clients receive the best possible solutions tailored to their needs.