Dynamics 365 CRM Functional Lead

iTek People Inc; Austin (TX); Hybrid; USD 120,000 - 150,000; Full time

Job summary

iTek People Inc is seeking an experienced Dynamics 365 CRM Functional Lead to drive requirement discovery, design, and no-code/low-code configuration across key business processes. You will bridge business stakeholders and technical teams, translating goals into scalable D365 solutions.

Responsibilities include leading FIT-GAP analyses, configuring Sales/Service/Field Service modules, building Power Automate flows, and ensuring successful SIT/UAT and cutover activities.

Qualifications

• 3+ years of hands-on functional experience with Microsoft Dynamics CRM / Dynamics 365 Customer Engagement (CE).
• Experience in at least 1-2 end-to-end full lifecycle D365 implementations.
• Strong stakeholder management, presentation, and functional documentation skills.

Responsibilities

• Lead requirement discovery and design for D365 CRM projects.
• Configure core D365 modules (Sales, Customer Service, Field Service, Marketing).
• Build automated workflows with Power Automate and define business process flows (BPFs).
• Coordinate SIT/UAT and support cutover activities.
• Deliver end-user training and SOPs to drive platform adoption.

Skills

Dataverse

Power Automate

Model-driven apps

Power BI

Stakeholder management

Tools

Dynamics 365 CE

Job description

ob Title: Dynamics 365 CRM Functional Lead

Location: Austin, TX, Houston, TX, Richardson, TX - Hybrid

Employment Type: Only for W2

Experience Level:10+ years

Role Overview

We are looking for an experienced Dynamics 365 CRM (Customer Engagement) Functional Consultant to lead requirement discovery, design, and no-code/low-code configuration across key business processes. You will bridge the gap between business stakeholders and technical teams, translating business goals into scalable D365 solutions.

Key Responsibilities

• Requirement Gathering & Fit-Gap: Conduct discovery workshops, document functional design documents (FDD/BRD), and perform fit-gap analyses against standard out-of-the-box (OOB) capabilities.
• System Configuration: Configure core D365 modules (Sales, Customer Service, Field Service, or Marketing), Dataverse data models, forms, views, business rules, and security roles.
• Process Automation: Build automated workflows, Power Automate cloud flows, and business process flows (BPFs).
• Testing & Deployment: Lead system integration testing (SIT), coordinate user acceptance testing (UAT), and support cutover activities.
• User Enablement: Deliver end-user training, create standard operating procedures (SOPs), and drive platform adoption.

Key Requirements

• Experience: 3+ years of hands-on functional experience with Microsoft Dynamics CRM / Dynamics 365 Customer Engagement (CE).
• Domain Expertise: In-depth functional knowledge of at least two core modules: D365 Sales, Customer Service, or Marketing/Field Service.
• Platform Skills: Strong configuration experience in Dataverse, Power Automate, model-driven apps, and basic Power BI reporting.
• Lifecycle Delivery: Experience in at least 1-2 end-to-end full lifecycle D365 implementations.
• Communication: Strong stakeholder management, presentation, and functional documentation skills