Microsoft Dynamics 365 CRM Consultant

Hexa Consulting; Porto; Hybrid; EUR 40,000 - 75,000; Full time

Benefits offered by this job

Hybrid work

Private health insurance

Mental health support

Childcare vouchers

Certification support

Job summary

Hexa Consulting is seeking a Microsoft Dynamics 365 CRM Consultant to join our client's team in a hybrid work model based in Lisbon or Porto. You will analyze business requirements, configure standard Dynamics 365 Sales and Customer Service, and work with stakeholders to translate needs into practical CRM solutions.

The role emphasizes using out-of-the-box capabilities, avoiding unnecessary custom development, and supporting testing, UAT, and production readiness.

Qualifications

• At least 2 years of proven experience in Microsoft Dynamics 365 CRM implementation, configuration or evolution projects.
• Strong functional experience with Microsoft Dynamics 365 Sales (preferred module), including its standard features, business processes and workflows.
• Hands-on experience with Microsoft Dynamics 365 Customer Service.
• Experience with Microsoft Dynamics 365 Customer Insights Journeys.
• Proven ability to leverage out-of-the-box Dynamics 365 capabilities, including standard functionalities, workflows, business process flows and configuration options.
• Strong focus on functional configuration and platform capabilities rather than custom development or programming.
• Experience configuring and optimizing CRM processes using native platform features, minimizing unnecessary customizations.
• Strong experience in business requirements analysis and translating business needs into effective CRM configurations.
• Experience with CRM platform configuration, parameterization and functional optimization.
• Ability to assess business requirements and determine how existing Dynamics 365 capabilities can address them before considering custom development.
• Experience supporting functional testing, user acceptance testing (UAT) and production readiness activities.
• Ability to work effectively with business stakeholders and technical teams in multidisciplinary delivery environments.
• Autonomy, proactivity and a solution-oriented mindset.
• Strong communication, problem-solving and results-oriented skills.
• Portuguese: C1 level.

Responsibilities

• Analyze business requirements and translate them into effective Microsoft Dynamics 365 CRM configurations.
• Prioritize the use of standard Dynamics 365 functionalities and existing platform capabilities to deliver solutions aligned with business needs.
• Configure, parameterize and optimize Microsoft Dynamics 365 Sales and Customer Service functionalities.
• Work with native workflows, business process flows and standard CRM configuration options to support and improve business operations.
• Identify opportunities to maximize the value of existing Dynamics 365 features and reduce the need for custom development.
• Evaluate business requirements and recommend configuration-based solutions before proposing technical customizations.
• Collaborate closely with business stakeholders to understand processes, identify improvements and ensure functional alignment.
• Work with technical teams when necessary to validate solution feasibility and address requirements beyond standard platform capabilities.
• Support functional testing, user acceptance testing and production readiness activities.
• Contribute to the implementation, evolution and continuous functional enhancement of CRM solutions.
• Ensure CRM solutions are aligned with business objectives, platform best practices and operational requirements.

Skills

Microsoft Dynamics 365 CRM

Requirements analysis

Stakeholder communication

Functional configuration

UAT support

Power Platform

Tools

Power Automate

Power Apps

Power BI

CRM configuration

Job description

Hexa Consulting is looking for a Microsoft Dynamics 365 CRM Consultant to join our Client's team in a hybrid work model from Lisbon or Porto.

Lisbon or Porto or Braga, Portugal | Hybrid | Financial Sector

Mandatory Requirements

• At least 2 years of proven experience in Microsoft Dynamics 365 CRM implementation, configuration or evolution projects.
• Strong functional experience with Microsoft Dynamics 365 Sales (preferred module), including its standard features, business processes and workflows.
• Hands-on experience with Microsoft Dynamics 365 Customer Service.
• Experience with Microsoft Dynamics 365 Customer Insights Journeys.
• Proven ability to leverage out-of-the-box Dynamics 365 capabilities, including standard functionalities, workflows, business process flows and configuration options.
• Strong focus on functional configuration and platform capabilities rather than custom development or programming.
• Experience configuring and optimizing CRM processes using native platform features, minimizing unnecessary customizations.
• Strong experience in business requirements analysis and translating business needs into effective CRM configurations.
• Experience with CRM platform configuration, parameterization and functional optimization.
• Ability to assess business requirements and determine how existing Dynamics 365 capabilities can address them before considering custom development.
• Experience supporting functional testing, user acceptance testing (UAT) and production readiness activities.
• Ability to work effectively with business stakeholders and technical teams in multidisciplinary delivery environments.
• Autonomy, proactivity and a solution-oriented mindset.
• Strong communication, problem-solving and results-oriented skills.
• Portuguese: C1 level.

Nice to Have

• Experience in banking or financial sector projects.
• Knowledge of Microsoft Power Platform, including Power Automate, Power Apps and Power BI.
• Experience with Customer Insights Data.
• Microsoft Dynamics 365 or Power Platform certifications.
• CRM Platform: Microsoft Dynamics 365 CRM
• Core Modules: Microsoft Dynamics 365 Sales (preferred), Customer Service, Customer Insights Journeys
• Functional Capabilities: Native CRM Configuration, Business Process Flows, Workflows, Platform Parameterization, Out-of-the-Box Functionalities
• Additional Technologies (Nice to Have): Power Automate, Power Apps, Power BI, Customer Insights Data

Key Responsibilities

• Analyze business requirements and translate them into effective Microsoft Dynamics 365 CRM configurations.
• Prioritize the use of standard Dynamics 365 functionalities and existing platform capabilities to deliver solutions aligned with business needs.
• Configure, parameterize and optimize Microsoft Dynamics 365 Sales and Customer Service functionalities.
• Work with native workflows, business process flows and standard CRM configuration options to support and improve business operations.
• Identify opportunities to maximize the value of existing Dynamics 365 features and reduce the need for custom development.
• Evaluate business requirements and recommend configuration-based solutions before proposing technical customizations.
• Collaborate closely with business stakeholders to understand processes, identify improvements and ensure functional alignment.
• Work with technical teams when necessary to validate solution feasibility and address requirements beyond standard platform capabilities.
• Support functional testing, user acceptance testing and production readiness activities.
• Contribute to the implementation, evolution and continuous functional enhancement of CRM solutions.
• Ensure CRM solutions are aligned with business objectives, platform best practices and operational requirements.

What We Offer

• Work Model: Hybrid.
• A culture where each person is encouraged to act as a Builder, contributing with ownership, responsibility and impact.
• A collaborative environment built on Honesty, Mutual Support and Agility.
• Continuous learning and certification support throughout your journey.
• Private health insurance from day one, with optional family extension.
• Confidential mental health support through TEAM 24, including psychological support, content and live sessions.
• Childcare vouchers and practical family support measures.
• Opportunities to grow through exposure to quality management, information security, AI governance and cybersecurity best practices.

Hexa is committed to equal opportunity, inclusion and fair access to professional growth. We value diverse backgrounds, perspectives and experiences, and we support the principles of the Portuguese Diversity Charter in the way we build teams and opportunities.

Life at Hexa means being part of a community of Builders. We work with transparency, support each other across projects and geographies, and stay focused on learning, adapting and delivering work that creates real impact.