Microsoft Dynamics 365 CRM Functional Consultant
Microsoft Dynamics 365 CRM Functional Consultant
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We are looking for an experienced Dynamics 365 CRM Functional Consultant to join our team. The ideal candidate will be responsible for gathering business requirements, designing CRM solutions, configuring Microsoft Dynamics 365 Customer Engagement (CE) modules, and ensuring successful project delivery. You will play a key role in bridging the gap between business needs and technical implementation.
Key Responsibilities:
- Work closely with clients and stakeholders to gather and analyze business requirements
- Design and recommend scalable CRM solutions using Microsoft Dynamics 365 CE (Sales, Customer Service, Marketing, Field Service, etc.)
- Configure out-of-the-box features: entities, forms, views, dashboards, workflows, business rules, and Power Automate flows
- Conduct workshops, training sessions, and demos for end-users and stakeholders
- Assist in solution testing, user acceptance testing (UAT), and go-live support
- Coordinate with technical teams for custom development and integrations
- Prepare functional documentation including solution design, user stories, process flows, and configuration guides
- Stay updated with Dynamics 365 features and roadmap
Required Skills and Qualifications:
- Bachelor’s degree in Business, Information Technology, or related field
- 3+ years of experience in implementing Microsoft Dynamics 365 CRM solutions
- In-depth knowledge of Dynamics 365 CE modules: Sales, Customer Service, Marketing
- Experience with business process mapping and CRM best practices
- Familiarity with Power Platform: Power Automate, Power BI, Power Apps
- Strong understanding of Dataverse, security roles, and system administration
- Excellent communication, client-facing, and documentation skills
Preferred Qualifications:
- Microsoft Certifications (e.g., MB-210, PL-200, PL-600)
- Knowledge of Dynamics 365 Field Service, Project Operations, or Customer Insights
- Experience in Agile/Scrum methodologies and tools like Azure DevOps or Jira
- CRM implementation experience in industries like Financial Services, Healthcare, or Retail
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