Dynamics 365 CRM Consultant

MBO Partners; United States; Remote; USD 80,000 - 120,000; Part time

Job summary

A consulting firm is seeking a D365 CRM Sr. Consultant with Project Operations experience. This remote role involves leading client projects, documenting requirements, and training users. Candidates should have extensive experience with Microsoft Dynamics D365 CRM and a strong background in business analysis. Ideal for those looking to work in a flexible, contract capacity with the potential for extensions.

Qualifications

• 4-10 years of experience with Microsoft Dynamics D365 CRM implementations.
• 3+ years of Business Analysis experience with Microsoft Dynamics D365 CRM.
• 2+ years of project management experience in a professional services environment.

Responsibilities

• Lead and manage client projects through all phases of the project lifecycle.
• Document client business requirements and ensure satisfaction.
• Train end users on the system platform and build necessary documentation.

Skills

Microsoft Dynamics D365 CRM implementations

Business process management

Client relationship management

Strong written and verbal communication skills

Innovative thinking

Education

Undergraduate degree in related field

Tools

JIRA

Microsoft Excel

Visio

Job description

Location: Remote

Tentative Project Dates: ASAP - 12/26/25 (possibility of extension)

Anticipated hours per week: 15-20 (total hours for engagement 250)

No third parties please.

We are looking for a D365 CRM Sr. Consultant with Project Operations experience implementing it with an ERP (ideally Microsoft Dynamics Business Central) focused with the Manufacturing Industry.

Responsibilities

• Participate and lead analysis and design sessions to capture functional and technical requirements related to clients’ sales, marketing, service, and operational needs
• Lead and manage client projects through all phases of the project lifecycle (sales, planning, design, implementation, testing, deployment, training, and support)
• Demonstrate expert understanding of the CRM solution and how to work with prospect and clients on building a conceptual design based on solicited requirements and best practices
• Document client business requirements, technical specifications, and user stories, and ensure all have been satisfied through the implementation
• Lead sessions with clients to demonstrate completed features
• Configure, test, and deploy the CRM solution and any associated applications
• Create and execute test scripts, facilitate user acceptance testing
• Train end users on the system platform and build necessary documentation
• Set and manage expectations with the client regarding the project
• Maintain appropriate communication with all Wipfli and client project team members to assure the project is meeting established expectations around time, scope, and budget
• Assign tasks as appropriate to consultants; review their work for accuracy and thoroughness
• Mentor consultants and assist them with client management responsibilities
• Assist in R&D capacity to understand the needs of the market and design solutions to meet those needs; work with the consultants to build identified solutions to take to market
• Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise
• Evaluate and identify other potential needs for a client
• Support business development efforts through scoping, configuring, and demonstrating CRM solution and other digital transformation strategies
• Support marketing efforts through events, webinars, whitepapers, and blogging
• Proactively establish and manage client and prospect relationships
• Assist in the development of work plans, proposals, and engagement letters in preparation of client projects

Qualifications

• 4-10 years of experience with Microsoft Dynamics D365 CRM implementations, defining business requirements, business process management and client relationship management
• 3+ years of Microsoft Dynamics D365 CRM-based Business Analysis experience
• 2+ years of project management experience in a professional services or similar environment
• Expert level understanding of the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing
• Expert understanding of logical data modeling
• Superior written and verbal communication skills
• Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies
• Strong desire to help clients maximize value by leveraging technology and process improvement

Preferred Qualifications

• Experience implementing Microsoft Dynamics D365 CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries
• Experience with advanced Microsoft Excel and Visio concepts
• Experience with Agile project management methodology and supporting tools (JIRA or DevOps)
• Microsoft Dynamics D365 CRM certifications
• Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study

Eligibility Requirements

• Legal authorization to work in the U.S. is required.
• As a contractor, including remote contractors, you may be required to complete a background check.

As a contractor, you will be paid for the time you work; this does not include paid time off (PTO) or holidays. If you participate in our Payroll Services (W2) engagement, you may be eligible for Paid Sick Leave (PSL), depending on your work location and state-specific regulations.

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Information Technology, Consulting, and Management
• Industries
• Business Consulting and Services

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