D365 Sales & Customer Service Functional Consultant

LanceSoft, Inc.; Makati; Hybrid; PHP 1,200,000 - 2,100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

LanceSoft, Inc. in Makati seeks an experienced Microsoft Dynamics 365 Functional Consultant specializing in Sales & Customer Service to join our hybrid team. The role requires 8–11 years of experience with a strong track record in end-to-end D365 implementations.

You will lead requirements gathering, workshops, and fit-gap analyses, and oversee design, testing, and user training while coordinating with cross-functional teams.

Qualifications

• 8–11 years of experience in Microsoft Dynamics CRM / Dynamics 365 functional consulting.
• Strong hands-on experience with D365 Sales and Customer Service.
• Experience with end-to-end implementation projects.
• Strong requirements gathering and business process analysis experience.

Responsibilities

• Gather and analyze business requirements and conduct process discovery workshops.
• Translate business requirements into functional requirements, user stories and process flows.
• Perform Fit-Gap analysis and recommend appropriate D365 solutions.
• Configure Dynamics 365 Sales and Customer Service based on business requirements.
• Prepare functional design documents, process maps, configuration documents and test scenarios.
• Conduct solution demonstrations and walkthroughs with business stakeholders.
• Coordinate with technical teams for integrations and customizations.
• Support functional testing, UAT, defect resolution, deployment and post-go-live activities.
• Prepare training materials and conduct end-user / train-the-trainer sessions.
• Independently manage functional workstreams and stakeholder communication.

Skills

D365 Sales

D365 Customer Service

Functional Consulting

Requirements Gathering

Fit-Gap Analysis

Process Mapping

Stakeholder Communication

End-to-End Implementation

Microsoft Dynamics CRM

Hybrid Work Coordination

Job description

Hiring: D365 Sales & Customer Service Functional Consultant

We are looking for an experienced Microsoft Dynamics 365 Functional Consultant with strong expertise in D365 Sales and Customer Service

• Location: Makati
• Role: D365 Sales & Customer Service Functional Consultant
• Work Setup: Hybrid
• Experience: 8–11 years

Key Responsibilities

• Gather and analyze business requirements and conduct process discovery workshops.
• Translate business requirements into functional requirements, user stories and process flows.
• Perform Fit-Gap analysis and recommend appropriate D365 solutions.
• Configure Dynamics 365 Sales and Customer Service based on business requirements.
• Prepare functional design documents, process maps, configuration documents and test scenarios.
• Conduct solution demonstrations and walkthroughs with business stakeholders.
• Coordinate with technical teams for integrations and customizations.
• Support functional testing, UAT, defect resolution, deployment and post-go-live activities.
• Prepare training materials and conduct end-user / train-the-trainer sessions.
• Independently manage functional workstreams and stakeholder communication.

Strong functional knowledge of:

• Lead & Opportunity Management
• Account & Contact Management
• Quote & Order Management
• Sales Business Process Flows
• Sales Goals & Territories
• Outlook & Teams integration

Strong functional knowledge of:

• Case Management
• SLA & Entitlement Management
• Knowledge Management
• Workstreams & Assignment Rules
• 8–11 years of experience in Microsoft Dynamics CRM / Dynamics 365 functional consulting
• Strong hands-on experience with D365 Sales & Customer Service
• Experience with end-to-end implementation projects
• Strong requirements gathering and business process analysis experience
• Experience with Fit-Gap analysis and functional solution design