Microsoft -CRM Functional -Senior

EY; Bidhannagar; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

EY India is seeking a skilled D365 CRM Functional Consultant to lead design and configuration of Sales, Service, Marketing, and Field Service modules, aligning with client requirements. You will gather business needs, document specifications, and develop user stories, while training end-users and collaborating with tech teams to translate requirements into technical solutions.

The role requires at least 5 years in D365 CRM consulting and a relevant degree, with a focus on delivering value across

Qualifications

• Bachelor’s degree in Business Administration, Information Technology, or a related field.
• 5+ years of experience in Microsoft Dynamics 365 CRM functional consulting.
• Strong understanding of CRM concepts, data modeling, and business processes across industries.

Responsibilities

• Lead the functional design and implementation of D365 CRM solutions aligned with business requirements.
• Gather, analyze, and document requirements, translating them into functional specifications.
• Design and configure D365 CRM modules: Sales, Customer Service, Marketing, and Field Service.
• Develop and maintain functional documentation, including business process flows, user stories, and acceptance criteria.
• Provide training and support to end-users for successful adoption of D365 CRM solutions.
• Collaborate with technical teams to translate requirements into technical specifications.
• Stay current with the latest D365 CRM features and updates, providing insights and recommendations.

Skills

CRM concepts

Data modeling

Business processes

D365 CRM

Requirements gathering

Education

Bachelor’s degree in Business Administration, IT, or related field

Tools

Power Platform

Power Apps

Power BI

Power Automate

Dynamics 365

Job description

Job Description:

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Key Responsibilities:

• Lead the functional design and implementation of D365 CRM solutions, ensuring alignment with business requirements and best practices.


• Collaborate with clients to gather, analyze, and document business requirements, translating them into functional specifications for D365 CRM.


• Conduct workshops and interviews with stakeholders to understand their needs and pain points, facilitating discussions to prioritize requirements.


• Design and configure D365 CRM modules, including Sales, Customer Service, Marketing, and Field Service, to optimize business processes.


• Develop and maintain functional documentation, including business process flows, user stories, and acceptance criteria.


• Provide training and support to end-users, ensuring successful adoption of D365 CRM solutions.


• Collaborate with technical teams to ensure that functional requirements are accurately translated into technical specifications.


• Stay current with the latest D365 CRM features and updates, providing insights and recommendations for continuous improvement.


• Participate in project planning and management activities, ensuring timely delivery of project milestones and objectives.

Qualifications:

• Bachelor’s degree in Business Administration, Information Technology, or a related field.


• Minimum of 5 years of experience in Microsoft Dynamics 365 CRM functional consulting.


• Strong understanding of CRM concepts, data modeling, and business processes across various industries.

Proficiency in D365 CRM modules, including:

• 
  
  
  
  • Sales: Lead and opportunity management, sales forecasting, and pipeline management.
  
  
  • Customer Service: Case management, service level agreements (SLAs), and knowledge management.
  
  
  • Marketing: Campaign management, lead scoring, and customer segmentation.
  
  
  • Field Service: Work order management, resource scheduling, and inventory management.
  
  
  
  


• Excellent business analysis skills, including requirements gathering, process mapping, and stakeholder management.


• Strong problem-solving skills and the ability to work independently and as part of a team.


• Excellent communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.

Preferred Skills:

• Microsoft Dynamics 365 certifications (e.g., MB-200, MB-210, MB-220).


• Experience with Power Platform (Power Apps, Power BI, Power Automate).


• Familiarity with Agile methodologies and project management practices.


• Understanding of security and compliance requirements in CRM implementations.

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

Requirements: