D365 Sales Transformation Lead - Strategy & Data Migration
Nortal
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Job summary
Nortal is seeking a Dynamics 365 Sales expert to design and configure D365 Sales capabilities, including leads, opportunities, pipeline, quotes, pricing, territories, forecasting, and Copilot features.
You will lead discovery workshops with stakeholders to document current-state processes and define future-state requirements, and own data migration requirements, mappings, transformations, and test cutover.
Responsibilities
- Lead discovery workshops with stakeholders to document current-state processes and define future-state requirements for D365 Sales.
- Design and configure D365 Sales capabilities including leads, opportunities, pipeline, quotes/orders, pricing, territories, forecasting, and Copilot-enabled features.
- Own data migration requirements by leading workshops, defining mappings, transformations, and validation rules, and supporting testing and cutover.
Job description
Nortal is seeking a Dynamics 365 Sales expert to design and configure D365 Sales capabilities, including leads, opportunities, pipeline, quotes, pricing, territories, forecasting, and Copilot features.
You will lead discovery workshops with stakeholders to document current-state processes and define future-state requirements, and own data migration requirements, mappings, transformations, and test cutover.
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