Mycrosoft Dynamics CRM

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

We are looking for a Microsoft Dynamics 365 CRM Consultant to support the implementation and evolution of CRM solutions in a financial sector context. This is a hybrid opportunity based in Lisbon, focused on business analysis, platform configuration, functional validation and collaboration with business and technical stakeholders.

WHAT YOU WILL DO

• 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.

WHAT WE ARE LOOKING FOR

• 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.

TECHNICAL SKILLS

• Microsoft Dynamics 365 Customer Service.
• Microsoft Dynamics 365 Customer Insights Journeys.
• Business requirements analysis.
• CRM platform configuration and parameterization.
• Functional testing, user acceptance testing and production support practices.

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.

WHAT WE OFFER

• Private health insurance from day one, with no waiting period and optional family extension.
• Access to confidential mental health support, content and live sessions through our wellbeing partnership.
• Continuous development, training and certification support throughout your journey.
• Flexibility whenever the role and project context allow it, supporting sustainable delivery and daily balance.
• Team moments, shared milestones and a collaborative environment built on trust, mutual support and agility.
• Upskilling opportunities in quality management, information security, AI governance and cybersecurity best practices where relevant to your path.

EQUAL OPPORTUNITY

Hexa is committed to equal opportunity and inclusive recruitment practices, aligned with the principles of the Portuguese Diversity Charter. We welcome professionals from different backgrounds, experiences and perspectives.

HEXA LIFE

At Hexa, we are all Builders. You will join a culture based on honesty, mutual support and agility, where people are encouraged to contribute, learn, improve and build meaningful solutions together.