<p><p><b>Position :</b> Dynamics CRM Developer (Python & AI)</p><p><br/><b>Location :</b> Mode :</b> Period :</b> Immediate 15 days notice will work! (who is serving Exp :</b> 5+ :</b></p><p><br/></p><p>- Design, develop, and maintain Dynamics CRM solutions tailored to investment workflows such as fundraising, deal tracking, and portfolio monitoring.</p><p><br/></p><p>- Design, develop, and maintain custom modules, plugins, and workflows in Microsoft Dynamics CRM.</p><p><br/></p><p>- Customize entities, forms, views, and dashboards to align with business and investment processes.</p><p><br/></p><p>- Integrate Dynamics CRM with external tools and services using APIs, webhooks, and custom connectors.</p><p><br/></p><p>- Implement business process flows, role-based security, and data validation within the CRM system.</p><p><br/></p><p>- Build and maintain CRM dashboards, alerts, and monitoring tools for investment data.</p><p><br/></p><p>- Support CRM integration with BI tools such as Power BI or Tableau.</p><p><br/></p><p>- Collaborate with data engineering teams for ETL processes using tools like Alteryx, Talend, or custom Python scripts.</p><p><br/></p><p>- Automate document ingestion, extraction, classification, and reporting workflows across various formats (PDF, CSV, Excel).</p><p><br/></p><p>- Build dashboards, alerts, and monitoring tools to track investment and document data quality and flow.</p><p><br/></p><p>- Develop, customize & maintain Dynamics CRM solutions with Python & AI integrations.</p><p><p><br/></p>- Automate document processing, classification, and reporting workflows.<br/><br/></p><p>- Build dashboards, alerts & monitoring tools for document/investment data.<br/><br/></p><p>- Support integration with BI tools (Power BI, Tableau) & ETL processes (Alteryx, Talend, Python).<br/><br/></p><p>- Ensure data accuracy, governance, and compliance in investment contexts.</p><p><br/></p><p><b>Required Skills & Experience :</b></p><p><br/></p><p>- 5+ years of total IT experience, with 3+ years of hands-on experience in Microsoft Dynamics CRM.</p><p><br/></p><p>- Strong knowledge of :</p><p><br/></p><p>1.
Dynamics CRM customization, plugin development, and workflow configuration</p><p><br/></p><p>2.
CRM use in investment workflows fundraising, deal pipeline, and portfolio tracking</p><p><br/></p><p>- Proficient in Python for scripting, automation, and integration.</p><p><br/></p><p>- Experience with AI/ML tools including Tesseract OCR, Azure Form Recognizer, Google Document AI ChatGPT/OpenAI, NLP models such as BERT or LayoutLM</p><p><br/></p><p>- Data transformation and ingestion from Excel, CSV, PDF, APIs, or SFTP sources.</p><br/></p> (ref:hirist.tech)