Microsoft Dynamics 365 Functional Consultant

TechDigital Group; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a skilled Microsoft Dynamics 365 Functional Consultant to lead functional workshops, document requirements, and design tailored solutions for clients. This role involves collaborating with cross-functional teams, delivering training, and advising on best practices for CRM processes. The ideal candidate will have extensive experience in IT consultancy, with a strong background in Dynamics 365 implementations and excellent communication skills. Join a dynamic team where you can make a significant impact on client success and drive innovation in CRM solutions.

Qualifications

• 3+ years of experience with Dynamics 365/Dynamics CRM.
• Extensive experience in IT consultancy and leading functional teams.

Responsibilities

• Lead workshops, document requirements, and design solutions for clients.
• Create project scope documents and manage risks and issues.

Skills

Dynamics 365

CRM Processes

Communication Skills

Project Management

Agile Methodology

Business Development

Client Facing Skills

Education

CRM Certifications

Tools

Microsoft Project

Microsoft Excel

Azure DevOps

SharePoint

Visio

PowerAutomate

PowerApps

PowerBI

Job description

Microsoft Dynamics 365 Functional Consultant

Roles and Responsibilities

• Lead functional workshops with customers, document requirements, and design appropriate solutions
• Work with the Education Team to deliver and create super users and end users training, as needed
• Help customers define and document processes when there are no processes in place
• Assist technical consultants with architecting D365 CRM or xRM system, related customizations, and reports to model the client's organizational processes
• Create and lead on functional and solution design and specification documents
• Create detailed project scope documents for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project
• Interact with project and program managers to manage, report and mitigate risks and issues
• Lead and deliver internal sessions on best practices and new functionality and features
• Advise customers on best practices for CRM processes and user interface components
• Work effectively with the sales team on delivering tender response documents, estimates and customer demonstrations

Qualifications and Skills

• 3+ years of Dynamics 365/Dynamics CRM
• Omni-Channel and Contact Center experience is a plus
• Exposure to/knowledge of Dynamics 365 F&O is a plus
• Ability to balance short-term demands while maintaining the long-term vision needed to guide a customer through the implementation process
• Ability to lead functional teams within multiple projects with both onshore and offshore resources
• Hands-on experience with multi-phase, global, enterprise-wide Dynamics 365 enterprise with focus on presales/business development as well as engagement delivery
• Industry leading breadth knowledge of subject area and have demonstrated analysis and communication skills connecting technology and business problems
• Ability to act as a lead and able to demonstrate clear approach to methodology as well as functional capabilities
• Excellent communicator with ability to operate within cross functional team
• Expected to be flexible with time and capable of working in a process-oriented environment
• Extensive professional experience within an IT consultancy environment
• Extensive hands-on experience as either a CE functional lead and/or CE senior functional consultant
• At least 8 end-to-end full life cycle implementations of Dynamics 365
• Experience with SharePoint integration with CRM
• Exposure to Azure DevOps or other similar enterprise planning and delivery tools
• Excellent client facing skills e.g. verbal, client demonstrations, deliver training at all levels of within an organization
• Advanced use of Microsoft Project, Excel, Word, Azure DevOps, SharePoint, and Visio
• Ability to work on Agile/Waterfall project delivery
• Excellent understanding of Microsoft PowerAutomate, PowerApps, CDM, and PowerBI
• CRM Certifications required