Solutions Architect

Title: Dynamics 365 CRM Architect

Location: Hartford, CT

The role.

Own the design the delivery team executes. Set the target architecture for a P&C insurance carrier's D365 CRM — the Dataverse data model, the integration pattern (agency identity in through Fabric, production read live via virtual tables, assignment write-back to the core system), the security model, and ALM.

Sign off the field-level design, hold the standards, and stay close enough to the business to make the calls that keep it coherent.

What you will do

• Define the target architecture: Dataverse data model, security model, integration pattern, and environment/ALM strategy across dev, test and prod.
• Own the integration design with the client's data team — sync keyed on alternate keys, virtual tables over production, Fabric pipelines in, and assignment write-back to the core system.
• Produce the field-level design, security access matrix, and solution/component structure the consultants build from; review and sign off their configuration.
• Set standards for Power Automate, model-driven apps, dashboards, and Outlook/Teams integration; make the build-vs-configure and PCF/plugin calls.
• Establish the ALM pipeline (pac CLI, managed solutions, source control) and the governance around it.
• Run design workshops, resolve open design items, and present the architecture to business and IT stakeholders.

Must have

• Minimum 10 years with Dynamics 365 / Dataverse, including multiple end-to-end implementations owned at the architecture level.
• Deep Dataverse: data modeling, alternate keys, custom activities, business rules, model-driven apps, and the security model (roles, BUs, teams, column security).
• Integration architecture: virtual tables, dataflows or Fabric pipelines, upserts on alternate keys, and bidirectional sync with core systems.
• ALM at scale: Power Platform CLI, managed solutions, environment strategy, source control.
• The stakeholder half: leads design workshops and presents architecture decisions to business and IT leaders without a translator.

Nice to have

P&C insurance distribution (agencies, producers, appointments). Fabric or Synapse; Snowflake; Power BI. Power Pages.

Copilot for Sales. PL-600 (Solution Architect), PL-400