Dynamics CRM 365 Functional Consultant

Iquest Management Consultants; Pune District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

IQ/0216 is seeking a Senior Microsoft Dynamics CRM 365 Functional Consultant to lead multi-module CRM projects and drive functional delivery across Sales, Customer Service, Field Service and Marketing/Insights.

The role requires deep Dynamics 365 CRM experience, Power Platform expertise, and strong client-facing skills with a focus on end-to-end solutions and team mentorship.

Qualifications

• 68+ years of overall Dynamics 365 CRM (CE)/Power Platform functional consulting experience and 23+ full life cycle implementations as lead consultant.
• Strong hands-on expertise in at least two areas: Sales, Customer Service, Field Service, Marketing/Journeys.
• Solid understanding of the Power Platform components and Dataverse.
• Familiarity with security models, APIs, Logic Apps and Azure integration concepts.
• Experience writing functional specs, test scripts, and end-user training materials.

Responsibilities

• Lead functional delivery across Dynamics 365 CRM and Power Platform projects.
• Mentor and guide team members, taking ownership of delivery within projects.
• Collaborate with architects, sales, and technical leads to deliver end-to-end solutions.
• Conduct workshops, demos, and client-facing engagements.
• Maintain ongoing professional development and certifications in Dynamics 365 CRM and Power Platform.

Skills

Sales

Customer Service

Field Service

Marketing/Customer Insights – Journeys

Communication

Presentation

Workshop facilitation

Problem-solving

Education

Bachelor's degree in Computer Science/Information Systems/Business Administration

MBA is a plus

Tools

Power Automate

Power Apps

Power BI

Dataverse

Configuration Migration Tool

KingswaySoft

APIs

Azure Logic Apps

Dual-write/D365 F&O integration

Job description

Senior Microsoft Dynamics CRM 365 Functional Consultant IQ/0216

Microsoft Certifications are preferred, particularly MB-210 (Sales), MB-230 (Customer Service), MB-240 (Field Service), MB-220 (Marketing), or PL-200 (Power Platform Functional Consultant). 2. Experience with Agile/Scrum delivery methodology. 3. Exposure to Dynamics 365 Business Central or Finance & Operations (F&O) in an integrated landscape. 4. Industry vertical experience (BFSI, Manufacturing, Healthcare, Professional Services, etc.) 5. Exposure to Copilot for Sales/Service or AI Builder. 6. Bachelors degree in Computer Science, Information Systems, Business Administration, or a related field (MBA is a plus).

Senior Microsoft Dynamics CRM 365 Functional Consultant

68+ years of overall Dynamics 365 CRM (CE)/Power Platform functional consulting experience, including at least 23 full life cycle implementations as a lead consultant.

• 2. Strong hands-on expertise in at least two of: Sales, Customer Service, Field Service, Marketing/Customer Insights – Journeys.
• 3. Solid understanding of the Power Platform: Power Automate, Power Apps (Canvas/Model-driven), Power BI, and Dataverse.
• Power Pane, Level-Up, Configuration Migration Tool, KingswaySoft, or similar).
• 5. Familiarity with security model design (business units, teams, security roles, field-level security).
• 6. Working knowledge of integration concepts (APIs, Azure Logic Apps; Dual-write/D365 F&O integration is a plus).
• 7. Experience providing pre-sales demonstrations and preparation.
• 8. Experience writing functional specs, test scripts, and end-user training materials.
• 9. Excellent communication, presentation, workshop facilitation, and problem-solving skills.

• Business & Process Analysis: Able to interpret and analyse business processes across varied industries.
• Documentation: Skilled in creating, validating, and reviewing detailed functional, workflow, and testing documents.
• Testing: Proficient in preparing, executing, and reviewing functional test cases and documentation.
• Client Engagement: Strong client-facing skills for workshops, training, demos, and consulting.
• Leadership: Capable of mentoring and guiding team members, taking ownership for functional delivery within projects.
• Collaboration: Works closely with technical and functional leads, architects, and sales teams to deliver end-to-end solutions.
• Continuous Learning: Pursues ongoing professional development and certifications in Dynamics 365 CRM and Power Platform.

• Business & Process Analysis: Able to interpret and analyse business processes across varied industries.
• Documentation: Skilled in creating, validating, and reviewing detailed functional, workflow, and testing documents.
• Testing: Proficient in preparing, executing, and reviewing functional test cases and documentation.
• Client Engagement: Strong client-facing skills for workshops, training, demos, and consulting.
• Leadership: Capable of mentoring and guiding team members, taking ownership for functional delivery within projects.
• Collaboration: Works closely with technical and functional leads, architects, and sales teams to deliver end-to-end solutions.
• Continuous Learning: Pursues ongoing professional development and certifications in Dynamics 365 CRM and Power Platform.