Senior Functional Consultant CRM

6 days ago

Mohali district, India de facto Infotech Full time

Job Title: Senior Functional Consultant – Microsoft Dynamics 365 Customer Engagement


Overview

We are seeking an experienced Senior Functional Consultant – Dynamics 365 CE to lead the design, configuration, and delivery of transformative customer engagement solutions for enterprise clients. This role is ideal for professionals with 10+ years of experience in Microsoft Business Applications, with deep expertise in implementing Dynamics 365 CE across Sales, Customer Service, Marketing, and Field Service.

As a trusted advisor, you will collaborate with business and IT stakeholders to modernize CRM processes, enhance customer experiences, and deliver scalable, secure, and user-friendly solutions in line with Microsoft’s best practices.


Key Responsibilities


Client Engagement & Advisory

  • Lead discovery workshops to capture and analyze business requirements.
  • Perform fit-gap analysis and define CRM roadmaps that align with business goals.


Solution Design & Delivery

  • Configure Dynamics 365 CE entities, forms, dashboards, business rules, workflows, and Power Automate flows.
  • Translate business processes into scalable, native platform solutions with minimal customization.
  • Collaborate with architects and developers to manage integrations, data migration, and extensions.


Governance & Standards

  • Prepare solution design documents, functional specs, and process flows.
  • Ensure compliance with governance, data security, and ALM best practices.


Enablement & Adoption

  • Lead UAT, end-user training, and change enablement activities.
  • Provide ongoing advisory on Microsoft ecosystem updates, including Copilot and AI capabilities.


Pre-Sales Support

  • Conduct solution demos, client workshops, and contribute to proposals and effort estimation.


Required Qualifications & Skills

  • 10+ years of experience delivering Microsoft Dynamics 365 CE / CRM implementations.
  • Proven expertise across multiple CE modules: Sales, Customer Service, Marketing, and Field Service.
  • Strong understanding of Power Platform components (Power Apps, Power Automate, Dataverse).
  • Experience with security roles, business process flows, and compliance frameworks.
  • Hands-on exposure to data migration, integration frameworks, and third-party connectors.
  • Proficiency in functional documentation, UAT, training, and enablement materials.
  • Familiarity with Agile methodologies and delivery tools such as Azure DevOps.
  • Excellent stakeholder engagement, communication, and presentation skills.


Preferred Certifications:

  • MB-210: Dynamics 365 Sales
  • MB-230: Dynamics 365 Customer Service
  • MB-220: Dynamics 365 Marketing
  • MB-240: Dynamics 365 Field Service
  • PL-200: Power Platform Functional Consultant
  • PL-600: Power Platform Solution Architect


What We Offer

  • Opportunity to lead enterprise-scale CRM transformation projects across industries.
  • Work in a Microsoft-certified environment with continuous learning, certifications, and early platform access.
  • Collaborative culture that values delivery excellence, innovation, and thought leadership.
  • Exposure to the full Microsoft Business Applications stack and cross-functional teams.
  • Competitive compensation and benefits aligned to senior consulting roles.


Our Core Values

Hard work • Passion • Determination • Kindness


If you are passionate about helping organizations elevate customer engagement through Microsoft Dynamics 365 CE, we’d love to hear from you.

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