Primary Responsibilities
- Collaborate with cross-functional pods, Business Analysts (BA), and external suppliers to design and implement Microsoft Dynamics 365 CRM applications and solutions, leveraging Power Automate, Power Apps, Power BI, Dynamics 365, and SharePoint Online.
- Prepare and present high-level architecture and component designs for business solutions that meet identified objectives and requirements from stakeholders.
- Develop, implement, and maintain key solution components by utilizing various Dynamics 365 services, while supporting cross-functional collaboration through the creation of acceptance criteria, testing artifacts, and story point estimations where applicable.
- Provide support for ad hoc business and technical analysis requests, such as API data mapping and other main project activities as needed.
- Participate in daily stand-ups and contribute to project velocity reporting, such as tracking the pace of writing and approving detailed user stories.
- Collaborate with the Quality Assurance (QA) team to define and support test strategies, test scenarios, test data requirements, and user validation processes.
- Ensure timely and effective communication of changes to requirements with delivery leads, project managers, and other relevant stakeholders.
- Conduct training sessions and recommend best practices for end-users to maximize the efficiency of the Microsoft Power Platform suite.
- Deliver high-quality business and software solutions and services across business units, adhering to Microsoft Dynamics standards and best practices for supported configurations and customizations.
- Take accountability for meeting business requirements by ensuring project deliverables, such as solution design, performance, reliability, testing features, and documentation, are comprehensive and complete.
- Stay informed about CRM industry trends, technologies, and best practices, implementing innovations to optimize current business processes.
- Support the successful implementation and deployment of various Dynamics 365 projects, ensuring alignment with agreed timelines.
- Build and maintain collaborative relationships with key stakeholders to understand needs, provide recommendations on Dynamics 365 Apps and PowerApps solutions, and mitigate potential challenges.
- Stay updated on Microsoft Power Platform AI capabilities, such as Co-Pilot, and provide actionable recommendations to business units.
- Define next steps, create action plans and KPIs, execute plans, and hold teams accountable by tracking measurable performance.
Knowledge/Skill Requirements
- At least 5 years of experience delivering technology projects in a technical role, participating in full lifecycle project implementations.
- Proven experience working in highly collaborative, customer-focused environments.
- Demonstrated experience in building and delivering CRM solutions.
- Solid understanding of Agile Software Development Life Cycle (SDLC) concepts.
- Hands-on expertise with Microsoft Dynamics 365 (Sales, Marketing, and Customer Service), including workflows, power automate flows, actions, customizations, configurations, user permissions and scripting.
- Experience in data migration using tools such as XrmToolBox and KingswaySoft.
- Proficiency in XML, HTML, CSS, JavaScript, and/or JQuery for coding purposes.
- Experience developing plugins and custom workflows is a strong asset.
- Ability to write custom connectors for integrating with external systems is a valuable asset.
- Knowledge of virtual tables and Power Pages is an asset.
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What We Do
MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $119 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,800 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management







