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About the Role
Join our Advice & Customer Technology team as a CRM Developer to design, develop, and enhance Microsoft Dynamics 365 solutions for our Financial Advice business. You will build reliable and compliant CRM functionality to support advisers, paraplanners, compliance, and operations teams throughout the advice lifecycle. This role involves collaborating with technical leaders, business analysts, testers, and system integration partners, focusing on Dynamics 365 custom development and enterprise integrations using APIs, automation technologies, and the Workato iPaaS platform to improve CRM usability, data quality, and Financial Adviser productivity.
Responsibilities
- Participate in the full development lifecycle of Microsoft Dynamics 365 solutions.
- Configure and customise Dynamics 365 applications to support business and adviser workflows.
- Develop custom tables, entities, forms, views, dashboards, business rules and workflows.
- Design and maintain Power Automate flows and user-friendly CRM experiences.
- Develop RESTful APIs and integration components connecting Dynamics 365 with third-party systems.
- Collaborate with technical leaders, business analysts and testers to translate requirements into practical technical solutions.
- Contribute to technical design decisions, development standards and high-quality coding practices.
- Support solution deployments across environments in line with established application lifecycle management practices.
Requirements
- At least five years of recent, hands-on experience developing Microsoft Dynamics 365 solutions.
- Strong technical knowledge of Dynamics 365, including plug-in development, workflow activities and JavaScript form logic.
- Experience with Power Apps, with exposure to Azure Functions viewed favourably.
- Development capability in JavaScript and C#/.NET for plug-ins, integrations or custom business logic.
- Experience developing RESTful APIs using ASP.NET Web API or ASP.NET Core API.
- Familiarity with source control, iterative development and delivery tools such as GitHub Enterprise and Jira.
- Experience supporting integrations through APIs, automation platforms or iPaaS solutions, with Workato experience considered advantageous.
- Financial advice, wealth management or broader financial services experience will be highly regarded, together with an understanding of compliance, record-keeping and audit-sensitive systems.
- Applicants will be required to provide evidence of their eligibility to work in Australia.
- Applicants will be required to undertake police and basic credit checks as a condition of employment.
Skills
- Dynamics 365
- Power Platform
- Power Automate
- RESTful APIs
- Workato
- JavaScript
- C#/.NET
- ASP.NET Web API
- ASP.NET Core API
- GitHub Enterprise
- Jira
- Azure Functions
Location
- Australia
Work Type
- Full-time
Experience Level
- 5+ years
About the Company
- Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.