CONSULTANT - CRM Online (D365)

Happiest Minds Technologies; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Happiest Minds Technologies in Bengaluru is seeking an experienced Dynamics 365 CRM Functional Consultant to bridge business needs and technology solutions across the CE/CRM platform. You will gather requirements, map processes, and define functional specifications for Sales, Customer Service, Customer Insights, and Field Service.

You will work with business stakeholders and developers to ensure accurate implementation, support data migration and integrations, and lead UAT, training, and change

Qualifications

• 8+ years of experience as a Functional Consultant in Dynamics 365 CRM/CE implementations.
• Strong understanding of Dynamics 365 Sales, Customer Service, Customer Insights and Field Service.
• Experience in requirement elicitation, process mapping, and functional documentation.
• Knowledge of Dataverse, security concepts, workflows, and Power Automate.
• Experience working with Agile/Scrum delivery methodologies.
• Strong stakeholder management, communication, and presentation skills.
• Experience in UAT planning, execution, and defect management.

Responsibilities

• Conduct requirement gathering workshops and stakeholder interviews.
• Analyze business processes and translate requirements into functional specifications and user stories.
• Configure and support Dynamics 365 CRM solutions across Sales, Customer Service, Customer Insights and Field Service modules.
• Prepare business process flows, use cases, functional design documents, and fit-gap analyses.
• Collaborate with developers and solution architects to ensure requirements are accurately implemented.
• Support data migration, integration, testing, UAT, and deployment activities.
• Facilitate workshops, demonstrations, and end-user training sessions.
• Act as a liaison between business users and technical teams throughout the project lifecycle.
• Support change management, issue resolution, and post-go-live adoption activities.

Skills

Dynamics 365 CRM/CE

Power Platform & Power Automate

Dataverse

Agile/Scrum

Stakeholder management

UAT planning

Functional documentation

Job description

We are seeking a skilled Dynamics 365 CRM Functional Consultant with 8+ years to bridge business needs and technology solutions within the Microsoft Dynamics 365 CE/CRM platform. The ideal candidate will work closely with business stakeholders and technical teams to gather requirements, define business processes, and support the successful delivery of CRM solutions.

Key Responsibilities

• Conduct requirement gathering workshops and stakeholder interviews.
• Analyze business processes and translate requirements into functional specifications and user stories.
• Configure and support Dynamics 365 CRM solutions across Sales, Customer Service, Customer Insights and Field Service modules.
• Prepare business process flows, use cases, functional design documents, and fit-gap analyses.
• Collaborate with developers and solution architects to ensure requirements are accurately implemented.
• Support data migration, integration, testing, user acceptance testing (UAT), and deployment activities.
• Facilitate workshops, demonstrations, and end-user training sessions.
• Act as a liaison between business users and technical teams throughout the project lifecycle.
• Support change management, issue resolution, and post-go-live adoption activities.

Required Skills & Experience

• 8+ years of experience as a Functional Consultant in Dynamics 365 CRM/CE implementations.
• Strong understanding of Dynamics 365 Sales, Customer Service, Customer Insights and Field Service.
• Experience in requirement elicitation, process mapping, and functional documentation.
• Knowledge of Dataverse, security concepts, workflows, business rules, and Power Automate.
• Experience working with Agile/Scrum delivery methodologies.
• Strong stakeholder management, communication, and presentation skills.
• Experience in UAT planning, execution, and defect management.
• Ability to translate business requirements into functional solutions.

Preferred Qualifications

• Microsoft Dynamics 365 or Power Platform certifications.
• Experience working on at least 2 end-to-end Dynamics 365 CRM implementations.
• Knowledge of integrations, data migration, and reporting concepts.
• Experience in customer-facing consulting engagements.