Microsoft Dynamics CRM Functional Lead

DigitalRecruiter™ APP; Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

A consulting firm is seeking an experienced Microsoft Dynamics CRM Functional Lead to oversee the design, implementation, and optimisation of CRM solutions. The ideal candidate has over 7 years of experience in CRM roles, excellent communication skills, and the ability to lead projects effectively. This full-time role offers the opportunity to work in a mid-senior level capacity within the IT services and consulting industry.

Qualifications

• 7+ years of experience in functional roles with Microsoft Dynamics CRM / Dynamics 365 CE.
• Proven ability to lead CRM implementation and upgrade projects.
• Experience creating functional design documents and training materials.

Responsibilities

• Lead delivery of Microsoft Dynamics CRM projects from start to finish.
• Conduct workshops to gather and document requirements.
• Configure Dynamics CRM modules and define business process flows.

Skills

Experience in Microsoft Dynamics CRM / Dynamics 365 CE

Stakeholder management

Problem-solving abilities

Communication skills

Leadership skills

Tools

Microsoft Dynamics 365

Power Platform

Job description

Overview

We are seeking an experienced Microsoft Dynamics CRM Functional Lead for one of our clients to take ownership of solution design, implementation, and optimisation of Microsoft Dynamics CRM across business units. This role requires a strong mix of functional expertise, stakeholder engagement, and leadership skills to ensure seamless delivery and adoption of CRM solutions that align with organisational goals.

Key Responsibilities

• Lead end-to-end functional delivery of Microsoft Dynamics CRM projects, from requirements gathering to go-live and post-implementation support.
• Conduct workshops with business stakeholders to understand, analyse, and document functional requirements.
• Translate business needs into functional specifications and work closely with technical teams for solution design and customisation.
• Configure Dynamics CRM modules including Sales, Customer Service, Marketing, and Field Service.
• Define business process flows, workflows, dashboards, and reports within CRM.
• Manage UAT (User Acceptance Testing) process, ensuring deliverables meet business expectations.
• Provide guidance and mentorship to CRM team members, including functional consultants and business analysts.
• Collaborate with development teams to oversee integration of CRM with other business applications.
• Monitor system performance and identify opportunities for optimisation and automation.
• Stay updated on Microsoft Dynamics 365 roadmap, features, and industry best practices.

Skills & Experience

• 7+ years of experience in Microsoft Dynamics CRM / Dynamics 365 CE functional roles.
• Proven experience in leading CRM implementation and upgrade projects.
• Strong knowledge of CRM modules (Sales, Customer Service, Marketing, Field Service).
• Ability to map business requirements to CRM functionality effectively.
• Experience in creating functional design documents, test scripts, and training material.
• Excellent communication and stakeholder management skills.
• Strong problem-solving and analytical abilities.

Preferred:

• Microsoft Dynamics 365 Functional Consultant certification(s).
• Experience with Power Platform (Power Apps, Power Automate, Power BI).
• Exposure to integration tools and middleware.
• Experience in Agile or hybrid project delivery environments.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Information Technology

Industries

• IT Services and IT Consulting