Project Manager - Dynamics 365

TechDigital Group; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Project Operations Consultant to lead functional workshops and deliver innovative solutions. This role involves collaborating with clients to define processes, guiding them through project lifecycles, and leveraging expertise in Dynamics CRM and Project Operations. The ideal candidate will possess strong communication skills and the ability to mentor team members while navigating complex stakeholder environments. Join a dynamic team where you can make a significant impact and help shape the future of project delivery in a fast-paced consultancy setting.

Qualifications

• 3+ years of experience in Dynamics CRM Project Operations.
• Ability to lead functional teams and manage project lifecycles effectively.
• Strong consultancy and communication skills with client-facing experience.

Responsibilities

• Lead functional workshops, document requirements, and design solutions.
• Assist technical consultants with D365 CRM system customizations.
• Create project scope documents and manage risks and issues.

Skills

Dynamics CRM

Project Operations

Communication Skills

Problem Solving

Agile Methodology

Stakeholder Management

Training Delivery

Consultancy Skills

Education

CRM Certifications

Tools

Microsoft Project

Azure DevOps

SharePoint

Microsoft PowerAutomate

PowerApps

PowerBI

Microsoft Excel

Microsoft Word

Visio

Job description

The Project Operations Consultant is responsible for all aspects of the functional workstream. They will be comfortable leading customer facing functional workshops, teams of functional consultants, interacting with technical workstreams and business analysts. They will have expert level knowledge on the out-of-the-box features and functionality and be a champion of delivering against requirements using code-free solutions. They will stay up to date on the latest functionality – Dynamics, Azure, Data & AI, O365 and help mentor team members both in a project and practice context. They must possess excellent consultancy and strong communication skills, be capable of dealing with difficult stakeholders and have exposure to all aspects of the project lifecycle, from project inception and requirements gathering, to implementation and adherence to best practice, all the way through to testing, training and support, comfortable in any of these roles and the challenges they produce.

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 CRM Project Operations
• Exposure to/knowledge of Project Operations is a must
• 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
• 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
• At least 3 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