Microsoft Dynamics 365 CRM Configuration Specialist

Posted 25 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
71K-109K Annually
Senior level
Fintech • Financial Services
The Role
Configure, extend, and govern Dynamics 365 CRM and Dataverse to support pension operations. Deliver configuration-first solutions, manage security and integrations, maintain documentation, support deployments, data quality, testing, and operational readiness while collaborating with product, QA, security, and architecture teams.
Summary Generated by Built In

Why you’ll love working here:

  • high-performance, people-focused culture

  • our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves

  • learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth

  • membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security

  • competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).

  • optional post-retirement health and dental benefits subsidized at 50%

  • yoga classes, meditation workshops, nutritional consultations, and wellness seminars

  • the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers


Job Summary

The Pension Application Development Team (PAD) is looking for an experienced individual to fill a permanent, full-time Microsoft Dynamics 365 CRM Configuration Analyst role supporting Pension Platforms. This role is responsible for configuring, extending, and governing Microsoft Dynamics 365 CRM to support HOOPP Pension Operations, employer services, member services, interactions, obligations, cases, issues, and operational workflows. The role focuses on configuration-first solutions using Dataverse entities, relationships, forms, views, dashboards, business rules, workflows, Power Automate flows, and security controls, while ensuring CRM continues to operate as a trusted operational platform within the broader pension technology architecture. The successful candidate will work closely with Product, Business Analysts, Pension Operations, Employer Services, Member Services, API teams, Architecture, QA, Information Security, and release teams to deliver CRM changes that are secure, auditable, maintainable, and aligned to HOOPP business processes.

What you will do:
  • Configure and govern Dataverse tables, relationships, forms, views, dashboards, workflows, queues, activities, and model-driven applications.

  • Deliver configuration-first solutions using Dynamics 365 CRM, Dataverse, business rules, workflows, 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, obligation, case, and issue management processes.

  • Maintain documentation, release notes, configuration standards, and operational procedures.

  • Support data quality, validation, duplicate prevention, governance, privacy, audit, accessibility, and retention requirements.

  • Collaborate with API, data, architecture, QA, security, and operations, teams to support integrations and data alignment.

  • Assess impacts of CRM changes on integrations, reporting, workflows, dashboards, and user access.

  • Support deployments, upgrades, testing, environment management, production validation, troubleshooting, and operational readiness.

  • Promote reusable standards, release discipline, supportability, and long-term platform stability.

What you bring:
  • Degree or diploma in Information Systems, Computer Science, Engineering, Business, or related discipline, or equivalent experience.

  • 5+ years of Dynamics 365 CRM experience and 3+ years of Dataverse and Power Platform experience. Experience with the Customer Service module is an asset.

  • Expertise configuring entities, relationships, forms, views, dashboards, workflows, queues, activities, and model-driven applications.

  • Strong knowledge of CRM security, access controls, service accounts, and sensitive data management.

  • Experience supporting enterprise CRM environments, releases, testing, validation, and post-production support.

  • Experience integrating CRM platforms with APIs, reporting tools, and enterprise systems.

  • Strong troubleshooting, documentation, governance, and stakeholder collaboration skills.

  • Experience working within regulated or high-trust environments.

  • A Microsoft certifications such as PL-200 Power Platform Functional Consultant, PL-400 Power Platform Developer, MB-210 Dynamics 365 Sales Functional Consultant, or MB-230 Dynamics 365 Customer Service Functional Consultant.


The expected annual base salary range for this role is: $71,000 - $109,000 CAD
The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered.  
This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text.  
This job posting is for a newly created role.

Skills Required

  • Degree or diploma in Information Systems, Computer Science, Engineering, Business, or related discipline, or equivalent experience.
  • 5+ years of Dynamics 365 CRM experience and 3+ years of Dataverse and Power Platform experience.
  • Experience with the Customer Service module.
  • Expertise configuring entities, relationships, forms, views, dashboards, workflows, queues, activities, and model-driven applications.
  • Strong knowledge of CRM security, access controls, service accounts, and sensitive data management.
  • Experience supporting enterprise CRM environments, releases, testing, validation, and post-production support.
  • Experience integrating CRM platforms with APIs, reporting tools, and enterprise systems.
  • Strong troubleshooting, documentation, governance, and stakeholder collaboration skills.
  • Experience working within regulated or high-trust environments.
  • Microsoft certifications such as PL-200, PL-400, MB-210, or MB-230.
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The Company
HQ: Toronto
1,168 Employees
Year Founded: 1960

What We Do

Established in 1960, the Healthcare of Ontario Pension Plan (HOOPP) is a multi-employer defined benefit pension plan for Ontario's hospital and community-based healthcare sector. We serve more than 460,000 members who provide valued healthcare services at more than 670 employers across the province. At HOOPP, we exist to provide a stable and reliable pension for our members that starts in retirement and is paid for life. As one of Canada's largest and most respected pension plans, HOOPP's net assets reached $112.6 billion at the end of 2023 and our funded status remained strong at 115%. HOOPP's core values - professional, accountable, collaborative, compassionate and trustworthy - guide our every interaction with our members, employers and employees. We've become one of Canada's leading pension plans by consistently challenging ourselves and embracing innovation. From our unique investment management approach to our innovative technology and thought-provoking research, we constantly seek to push the boundaries, and we do this by hiring passionate, forward-thinking people. Our high-performance culture, which spans our head office in Toronto and our office in London (UK), is founded on collaboration, respect and belonging. HOOPP is an equal opportunity employer and we're proud of our diversity. We select applicants for employment solely on the basis of their qualifications. Should you require accommodation because of a disability during the recruitment and selection process, please contact our Human Resources team. We will be happy to consult with you so that arrangements can be made for reasonable accommodation

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