Dynamics 365 CRM Consultant - Finance (Hybrid, Lisbon)

Hexa Consulting; Lisboa; Hybrid; EUR 60,000 - 80,000; Full time

Benefits offered by this job

Private health insurance

Mental health support

Training & certification

Flexible delivery

Collaborative team

Upskilling opportunities

Job summary

Hexa Consulting is seeking a Microsoft Dynamics 365 CRM Consultant in Lisbon to support CRM implementations and evolutions within a financial context. The role focuses on business analysis, platform configuration, validation, and collaboration with business and technical teams.

You will translate requirements into CRM configurations, participate in testing activities, and contribute to ongoing CRM initiatives.

Qualifications

• At least 3 years of proven experience in Microsoft Dynamics 365 CRM implementation or evolution projects.
• Experience working with business stakeholders and technical teams in multidisciplinary delivery environments.
• Autonomy, proactivity and a solution-oriented mindset.
• Clear communication skills and the ability to build constructive professional relationships.
• Results orientation and strong problem-solving capability in demanding project contexts.

Responsibilities

• Analyze business requirements and translate them into Microsoft Dynamics 365 CRM configurations.
• Configure and parameterize CRM capabilities aligned with business needs and delivery standards.
• Support functional testing, user acceptance testing and production readiness activities.
• Collaborate with business stakeholders and technical teams to ensure clear requirements, effective validation and smooth solution evolution.
• Contribute to CRM implementation and enhancement initiatives in complex organizational environments.

Skills

Dynamics 365 CRM

Business requirements analysis

CRM configuration

Testing & UAT

Problem solving

Tools

Power Platform

Power Automate

Power Apps

Power BI

Customer Insights Data

Job description

Hexa Consulting is seeking a Microsoft Dynamics 365 CRM Consultant in Lisbon to support CRM implementations and evolutions within a financial context. The role focuses on business analysis, platform configuration, validation, and collaboration with business and technical teams.

You will translate requirements into CRM configurations, participate in testing activities, and contribute to ongoing CRM initiatives.