1. Job Summary
Houston Skilled Consultancy is seeking a skilled and detail-oriented Microsoft Dynamics Consultant – CRM Configuration to join its technology consulting team. The successful candidate will be responsible for configuring, customizing, implementing, and optimizing Microsoft Dynamics 365 Customer Relationship Management (CRM) solutions to support business operations, improve customer engagement, and streamline organizational workflows.
In this role, the consultant will work closely with business stakeholders, project managers, developers, and technical teams to understand business requirements and translate them into effective CRM solutions. The position involves configuring CRM entities, forms, views, dashboards, business rules, workflows, security roles, and automation features to ensure that the platform aligns with organizational objectives.
The ideal candidate will have practical experience with Microsoft Dynamics 365 CRM, a strong understanding of customer relationship management processes, and the ability to identify opportunities for improving system usability, data quality, and operational efficiency. They should be comfortable managing configuration activities, supporting system integrations, troubleshooting issues, and assisting with CRM implementation and upgrade projects.
This opportunity is suitable for professionals who enjoy solving business challenges through technology and want to contribute to the successful delivery of reliable, scalable, and user-friendly CRM solutions.
2. Key Responsibilities
CRM Configuration and Customization
Configure Microsoft Dynamics 365 CRM applications to meet business and functional requirements.
Customize forms, views, dashboards, tables, columns, relationships, and business rules.
Configure model-driven applications and user interfaces to improve usability and productivity.
Set up business process flows, automated workflows, and approval processes.
Implement appropriate field validations, conditional logic, and system rules to maintain consistent business operations.
Manage CRM application settings and ensure that configurations follow established standards.
Requirements Analysis and Solution Design
Collaborate with business users, department heads, and project stakeholders to gather and document CRM requirements.
Conduct requirement analysis sessions and translate business needs into functional specifications.
Assess existing CRM configurations and recommend improvements based on business objectives.
Map customer-facing processes, including sales management, customer service, lead tracking, and opportunity management.
Prepare configuration documentation, process diagrams, and solution design specifications.
Identify opportunities to simplify manual processes through CRM automation.
Workflow Automation and Process Improvement
Configure Power Automate flows and other supported automation capabilities to reduce repetitive tasks.
Develop and maintain business process flows that support consistent execution of organizational procedures.
Automate notifications, task assignments, follow‑ups, and approval activities where appropriate.
Monitor automated processes and troubleshoot workflow failures.
Evaluate existing workflows and recommend changes to improve performance and reliability.
Data Management and Quality Assurance
Support CRM data migration, cleansing, mapping, validation, and import activities.
Maintain data integrity through appropriate validation rules, duplicate detection, and data management practices.
Assist with data synchronization between Dynamics 365 CRM and connected business applications.
Investigate data inconsistencies and coordinate corrective actions with relevant stakeholders.
Support the preparation of reports and dashboards that help business teams monitor performance.
Security and Access Management
Configure security roles, user permissions, teams, and business units according to organizational requirements.
Apply role‑based access controls and appropriate data access restrictions.
Support user provisioning and access reviews in collaboration with authorized administrators.
Follow organizational security policies and Microsoft platform best practices.
Assist with investigating access‑related issues and resolving configuration gaps.
Integration and Technical Collaboration
Collaborate with developers and integration specialists to connect Dynamics 365 CRM with other enterprise applications.
Support integrations using Microsoft Dataverse, APIs, connectors, and other appropriate technologies.
Assist with troubleshooting integration errors and data synchronization issues.
Work with technical teams on plugins, custom components, and extensions when configuration alone cannot meet requirements.
Ensure that CRM configurations remain compatible with supported platform capabilities and planned system updates.
Testing, Deployment, and Maintenance
Develop and execute functional test scenarios for CRM configuration changes.
Perform unit‑level configuration validation and support system integration testing and user acceptance testing.
Document defects, coordinate resolutions, and retest updated functionality.
Manage configuration changes across development, testing, and production environments.
Support solution packaging, deployment, and environment management using appropriate tools.
Monitor system performance, resolve configuration‑related incidents, and assist with continuous improvement initiatives.
User Training and Documentation
Provide guidance and training to CRM users, administrators, and business teams.
Develop user manuals, configuration guides, standard operating procedures, and training materials.
Explain new features and process changes in clear, accessible language.
Support user adoption by addressing questions and gathering feedback.
Maintain accurate documentation of configurations, workflows, permissions, and system changes.
3. Required Skills and Qualifications
- Bachelors degree in Computer Science, Information Technology, Software Engineering, Business Information Systems, or a related field.
- Practical knowledge of Microsoft Dynamics 365 CRM and its configuration capabilities.
- Understanding of CRM concepts, including lead management, account management, contact management, opportunity tracking, and customer service.
- Experience configuring forms, views, tables, dashboards, business rules, relationships, and business process flows.
- Familiarity with Microsoft Power Platform, particularly Power Automate, Power Apps, and Microsoft Dataverse.
- Understanding of CRM security roles, teams, business units, and access management.
- Knowledge of data import, export, migration, cleansing, and validation processes.
- Familiarity with REST APIs, web services, and system integration concepts.
- Basic understanding of SQL and data structures is beneficial.
- Experience with solution management, environment configuration, and deployment processes.
- Strong analytical, problem‑solving, and troubleshooting skills.
- Excellent written and verbal communication skills.
- Ability to collaborate with technical and non‑technical stakeholders.
- Strong organizational skills and attention to detail.
- Relevant Microsoft certifications, such as Microsoft Certified: Power Platform Functional Consultant Associate or other applicable Dynamics 365 and Power Platform certifications, are advantageous but not mandatory.
4. Experience
Candidates should ideally have 2–5 years of relevant experience in Microsoft Dynamics 365 CRM configuration, implementation, administration, or functional consulting. The level of experience required may vary depending on the complexity of the projects and the candidates technical capabilities.
Preferred experience includes:
- Configuring and supporting Microsoft Dynamics 365 CRM applications in a business environment.
- Participating in CRM implementation, enhancement, or migration projects.
- Gathering requirements and preparing functional specifications.
- Configuring automated workflows and business process flows.
- Working with Microsoft Power Platform tools and Dataverse.
- Supporting CRM testing, deployment, and post‑implementation maintenance.
- Collaborating with developers, project managers, business analysts, and end users.
- Troubleshooting application issues and recommending practical solutions.
- Preparing technical documentation and delivering user training.
Candidates with less experience may also be considered if they demonstrate strong foundational knowledge, relevant project experience, a willingness to learn, and an understanding of CRM business processes.
5. Working Hours
Employment Schedule: Full‑time, subject to the agreed employment terms.
Typical Working Hours: Approximately 40 hours per week.
Workdays: Generally Monday to Friday, depending on project and client requirements.
Work Arrangement: On‑site, hybrid, or remote, depending on the assigned role and business needs.
Flexibility: Occasional adjustments to working hours may be necessary for client meetings, deployments, system maintenance, or cross‑time‑zone collaboration.
Project Commitments: Employees are expected to meet agreed deadlines, attend project meetings, and provide timely updates on assigned activities.
The final working schedule, time zone, leave arrangements, and remote‑work eligibility will be communicated during the recruitment process.
6. Knowledge, Skills, and Abilities
Technical Knowledge
- Strong understanding of Microsoft Dynamics 365 CRM architecture and configuration capabilities.
- Knowledge of Microsoft Dataverse tables, relationships, forms, views, and business rules.
- Familiarity with Power Apps, Power Automate, and the wider Microsoft Power Platform.
- Understanding of CRM workflows, business process automation, and customer data management.
- Knowledge of user roles, security models, and environment management.
- Awareness of data migration methods, integration patterns, and application lifecycle management.
- Familiarity with Microsoft ecosystem updates and platform best practices.
Analytical and Problem‑Solving Skills
- Ability to evaluate complex business requirements and recommend practical configuration solutions.
- Capability to investigate system errors, workflow failures, and data inconsistencies.
- Strong attention to detail when reviewing configurations and testing changes.
- Ability to assess the impact of system modifications before implementation.
- Capacity to prioritize issues according to business impact and urgency.
Communication and Collaboration
- Ability to communicate technical information clearly to non‑technical users.
- Confidence in conducting requirement‑gathering sessions and stakeholder discussions.
- Strong documentation and presentation skills.
- Ability to work effectively with cross‑functional and geographically distributed teams.
- Willingness to share knowledge and support colleagues.
Professional Abilities
- Ability to manage multiple tasks and meet project deadlines.
- Commitment to data security, confidentiality, and professional ethics.
- Willingness to learn new Microsoft technologies and improve technical expertise.
- Ability to adapt to changing business requirements and evolving project priorities.
- A customer‑focused mindset with an emphasis on quality, reliability, and continuous improvement.
7. Benefits
- Houston Skilled Consultancy aims to offer a professional environment that supports employee development, collaboration, and long‑term career growth.
- Competitive Compensation: Salary aligned with the role, experience, skills, and responsibilities.
- Professional Development: Opportunities to strengthen expertise in Dynamics 365, Microsoft Power Platform, and CRM consulting.
- Certification Support: Potential access to learning resources and relevant professional certification programs.
- Career Advancement: Opportunities to progress into senior consulting, solution architecture, CRM administration, or project leadership roles.
- Collaborative Work Environment: Opportunities to work with technology professionals and business stakeholders.
- Flexible Work Options: Remote or hybrid arrangements where supported by the position and project requirements.
- Paid Leave: Leave benefits in accordance with the applicable employment policy and local regulations.
- Performance Recognition: Potential recognition for strong performance, delivery quality, and contributions to business objectives.
- Exposure to Business Projects: Opportunities to develop experience in CRM implementation, customization, integration, and optimization.
- Specific salary, allowances, insurance, bonus arrangements, equipment provisions, and other benefits will be confirmed by the employer during recruitment.
8. Why Join Houston Skilled Consultancy?
Joining Houston Skilled Consultancy as a Microsoft Dynamics Consultant – CRM Configuration offers an opportunity to apply technology to meaningful business challenges while developing specialized consulting expertise.
The role provides scope to work across CRM configuration, business process improvement, workflow automation, data management, and system integration. Successful candidates will have the opportunity to understand how organizations use customer data and digital workflows to improve productivity, strengthen customer relationships, and support informed decision‑making.
You will be encouraged to develop your technical capabilities, communicate with diverse stakeholders, and contribute to practical solutions that address real operational needs. The position also offers opportunities to expand your understanding of Microsoft Dynamics 365 and the broader Power Platform ecosystem.
For professionals who enjoy combining technical knowledge and business analysis, this role can provide a valuable foundation for career progression into senior CRM consulting, functional solution design, Power Platform consulting, or enterprise application management.
Houston Skilled Consultancy welcomes candidates who demonstrate professionalism, curiosity, accountability, and a commitment to delivering reliable technology solutions.