Microsoft D365 CRM, Consultant II

Wipfli; United States; Hybrid; USD 66,000 - 89,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Flexible time off

Education & certification assistance

Travel rewards

Job summary

Wipfli is seeking a Dynamics 365 Consultant II to design and implement CRM solutions for clients, guided by a Senior Consultant or Manager. You will translate requirements, configure CRM, and support testing and training to improve client processes and technology.

The role emphasizes collaboration, on-site or remote support, and contributing to business development through showcasing the CRM solution and related marketing efforts.

Qualifications

• 2-5 years of experience with software implementations and defining business requirements.
• 2+ years of Business Analysis experience.
• Experience with software troubleshooting and testing.
• Solid understanding of logical data modeling.
• Superior written and verbal communication skills.
• Strong propensity for innovative thinking balanced with disciplined rigor.
• Desire to help clients maximize value by leveraging technology and process improvement.

Responsibilities

• Support analysis and design sessions to gather requirements across sales, marketing, service, and operations under guidance.
• Assist in client CRM projects through phases: sales, planning, design, implementation, configuration, testing, deployment, training, and support.
• Translate business requirements into documented specifications, user stories, and designs for solution components.
• Configure, test, and deploy Dynamics CRM solutions and related applications, including test scripts and UAT support.
• Demonstrate functionality to team and clients; support end-user training and documentation.

Skills

Business Analysis

Software Troubleshooting

Data Modeling

Communication Skills

Innovative Thinking

Client Value Focus

Education

Undergraduate degree

Tools

Microsoft Dynamics D365 CRM

Microsoft Excel

Microsoft Visio

Job description

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Under the direction of a Senior Consultant or Manager, the Microsoft Dynamics 365, Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client’s business processes and information technology.

Essential Responsibilities

• Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs under the guidance of a Senior Consultant or Project Manager.
• Assist in client CRM projects through assigned phases or workstreams, includingsales, planning, design, implementation,configuration, testing, deployment, training, and support, while following established project plans and methodologies.
• Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components.
• Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership.
• Demonstrate completed functionality to internal team members andclients, andsupport end-user training and documentation for implemented features with review and support from senior team members
• Maintain clear, professional communication with internal and client stakeholders, escalating risks,scopeconcerns, and timeline issues to project leadership as needed.
• Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development.
• Provide urgent on-site or remote support when critical issues arise, coordinated with projectleadership.
• Support business development efforts through scoping, configuring, anddemonstratingthe CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging
• Assistin the development of work plans, proposals, and engagement letters in preparation of client projects

Required Qualifications

• 2-5yearsofexperiencewithsoftware implementations, defining business requirements, business processmanagementandclientrelationshipmanagement
• 2+ years of Business Analysis experience
• Experience with software troubleshooting and testing
• Solid understanding of logical data modeling
• Superiorwrittenandverbalcommunicationskills
• Strongpropensityforinnovativethinkingbalancedwithdisciplinedrigorandfollowingproven methodologies
• Strong desireto help clients maximize value byleveragingtechnology and process improvement

Preferred Qualifications

• Experience implementingtheMicrosoft Dynamics D365 CRMproductsuite, includingSales, Customer Service, Field Service, Project Operations, and Marketing
• Experience with advanced Microsoft Excel and Visio concepts
• Microsoft Dynamics D365 CRM certifications
• Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other relatedfieldof study.

Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!

#LI-Remote

#LI-DK1

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000- to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being.

• 8 health plan options (both HMO & PPO plans)
• dental and vision coverage
• opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program
• firm-sponsored basic life and short and long-term disability coverage
• a 401(k) savings plan & profit share as well as Firm matching contribution
• well-being incentive
• education & certification assistance
• flexible time off
• family care leave
• parental leave
• family formation benefits
• cell phone reimbursement
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long-term care
• pet insurance
• ID theft protection
• supplemental life/AD&D

Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.