Functional Lead - Microsoft Dynamics 365

NorthBay Solutions LLC; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

NorthBay Solutions LLC is seeking an experienced Functional Lead to design and implement CRM solutions using Microsoft Dynamics 365 and Power Platform. You will translate business processes into CRM capabilities across Sales, Service, and Marketing, and guide adoption and rollout.

The role requires hands-on configuration, documentation, UAT support, and training of business users, with a focus on scalable, best-practice CRM designs.

Qualifications

• 10+ years of CRM functional consulting or leadership.
• Hands-on Dynamics 365 CRM and Power Platform experience.
• Experience across Sales, Service, and Marketing processes.
• Ability to translate requirements into functional CRM solutions.

Responsibilities

• Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
• Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
• Configure and optimise Dynamics 365 modules, workflows, rules, forms, views, and processes.
• Collaborate with stakeholders to understand requirements and drive CRM adoption.
• Prepare functional specs, process docs, configuration docs, and user guides.
• Support testing, validation, and user acceptance activities.
• Deliver user training and knowledge-transfer sessions for business users.
• Provide functional guidance to technical and implementation teams.
• Ensure CRM solutions align with best practices and business objectives.

Skills

CRM leadership

Dynamics 365 CRM

Power Platform

Stakeholder management

Process mapping

Documentation

Training & UAT

Tools

Microsoft Dynamics 365 CRM

Power Platform

Job description

Job Title:Functional Lead - Microsoft Dynamics 365

Location: Remote, Pakistan

Role Overview:

We are seeking an experienced Functional Lead with 10+ years of experience to lead the functional design and implementation of CRM solutions using Microsoft Dynamics 365 and Power Platform. The role will focus on translating business processes and requirements into effective CRM solutions across Sales, Customer Service, and Marketing.

Key Responsibilities:

• Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
• Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
• Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
• Collaborate with business stakeholders to understand requirements, identify process improvements, and ensure effective CRM adoption.
• Prepare functional specifications, process documentation, configuration documents, and user guides.
• Support solution testing, validation, and user acceptance activities.
• Deliver user training and knowledge-transfer sessions for business users and key stakeholders.
• Provide functional guidance to technical and implementation teams throughout the CRM lifecycle.
• Ensure solutions align with CRM best practices, business objectives, and user experience expectations.

Required Experience & Skills:

• 10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
• Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
• Good functional expertise across Sales, Customer Service, and Marketing processes/modules.
• Proven experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
• Experience in conducting user training, workshops, UAT, and stakeholder engagement.
• Strong analytical, communication, documentation, and stakeholder management skills.
• Ability to translate business needs into practical and scalable CRM solutions.

Key Deliverables:

• CRM business process maps and functional requirements.
• Dynamics 365 module configuration and functional design.
• Functional and user documentation.
• UAT and business validation support.
• User training and knowledge-transfer materials.