CRM Dynamics Consultant - KSA - On-site - 4 Months
About Octopus by RTG
Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.
Key Responsibilities
• Configure and customize Dynamics 365 entities, forms, views, and business process flows to support the leasing journey: inquiry (RIF/TIF) capture, unit listing sync, offer/negotiation status, indicative terms, and lease sign-off.
• Build and maintain the integration layer (in coordination with the API Developer) that pushes/pulls data between the Portal and Dynamics — e.g., unit availability, agent assignment, inquiry routing, booking confirmations, and lease-status transitions (Prospect → Offer → Signed→ Active → Renewal/Termination).
• Develop plugins, workflows, Power Automate flows, and custom APIs within Dynamics to automate leasing-team notifications and approval steps (e.g., move-in request approvals,addendum requests, operational date changes).
• Model and maintain the account hierarchy needed for sub-accounts (MHR-03, MUT-16/17) and company profiles (MUT-31) within Dynamics.
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