Senior Functional Consultant CRM
3 weeks ago
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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