- Map CRM opportunity stages to estimate classes, gates, and risk reviews.
- Integrate with estimation tools, document control (DMS), e-sign, and project controls.
- Include supplier/partner contact management, prequalification tracking, and client correspondence logs.
- Track contract types (LSTK/EPCM/T&M) and downstream handover to Project Execution.
Business Analysis & Process Design
Testing & Release Management
Education Qualification:
Graduation in IT / B.E.-CSE or B.E. IT / BCA / MCA from recognized university.
Experience:
- 7-12 years of functional hands-on experience with D365
- Knowledge and experience deploying solutions using Power Platform applications
- Integration with SAP S4 HANA platforms.
- Minimum 7+ years of experience working on the Microsoft platform, with a strong focus on Dynamics 365 CRM.
- Knowledge of C# is required.
- Hands-on expertise in configuring and setting up D365 applications.
- Proven experience in solution design and technical architecture.
- Proficiency in data conversion, including data transformation and loading into D365.
- Ability to coach, guide, and mentor junior team members and existing resources to support talent development.
- Strong skills in developing Plugins and Custom Workflows.
- Experience working with integration frameworks, including Web API and REST API.
- Capability to review and validate business processes and translate them into CRM-based process scenarios.
- Experience conducting unit testing for CRM business processes.
- Strong technical writing and documentation skills.
- Proactive, motivated, and driven, Ethical team player, Strong interpersonal skills, Emotional maturity,
- Multitasking, Self-motivated with the ability to work in a fast-moving environment, Strong verbal
Knowledge of key end to end business processes including but not limited to:
Lead to Order, Field Service, Pricing Procedure, Quote Comparison, Credit Management and hold/release functionality, CRM Dashboard, Segment level customization, Controlled setup based on Role assignment to specific user or group users.
CE Apps are – Sales, Customer Service, Marketing, Field Service, Project Operations