Senior Functional Consultant CRM

23 hours ago

Mohali, Punjab, India de facto Infotech Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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.

  • Functional Consultant

    6 days ago

    Mohali, Punjab, India de facto Infotech Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Functional Consultant – Fresher/Entry LevelAt de facto Infotech, a certified Microsoft Business Applications Solutions Partner, we enable organizations to transform their business processes through Dynamics 365, Power Platform, and AI-driven solutions. We are seeking highly motivated individuals from BBA, B.Com, M.Com, and MBA backgrounds to join us as...

  • Functional Consultant-Fresher

    2 weeks ago

    Mohali, Punjab, India de facto infotech Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Functional Consultant – Fresher/Entry LevelAt de facto Infotech, a certified Microsoft Business Applications Solutions Partner, we enable organizations to transform their business processes through Dynamics 365, Power Platform, and AI-driven solutions. We are seeking highly motivated individuals from BBA, B.Com, M.Com, and MBA backgrounds to join us as...

  • Microsoft Dynamics Consultant

    3 weeks ago

    Mohali, Punjab, India de facto Infotech Full time

    Job Title: Senior Functional Consultant – Microsoft Dynamics 365 CEOverviewWe 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...

  • Zoho Developer(min 1-3 years)

    6 days ago

    Mohali, Punjab, India KG CRM SOLUTIONS Full time ₹ 3,60,000 - ₹ 5,40,000 per year

    We're Hiring: Zoho Developer (Onsite)KG CRM Solutions is looking for a Zoho Developer with 1–3 years of experience to join our growing team.* Role: Zoho Developer* Experience: 1–3 Years* Location: Onsite (Mohali/Chandigarh)Skills Required:Strong knowledge of Zoho CRM & Deluge scriptingHands-on with workflows, automation, COQL, APIs, and custom...

  • CRM - Real Estate

    1 week ago

    Mohali, Punjab, India Abbey Homes consultant Private Limited Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Title: CRM Executive / CRM – Real EstateLocation: Mohali, PunjabDepartment: Customer Relationship Management / Sales SupportIndustry: Real Estate – ResidentialSales Responsibilities:Lead Management: Handle inbound and outbound sales inquiries from various channels (walk-ins, online portals, references).Client Meetings & Site Visits: Arrange and...

  • Travel Consultant

    1 day ago

    Mohali, Punjab, India TRAVELOCAT Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    A Travel Consultant creates customized holiday packages based on client needs and budgets. They use CRM tools to manage client data, follow up effectively, and stay updated on travel trends to provide expert advice and memorable experiences.

  • Assistant Manager- CRM

    2 days ago

    Mohali, Punjab, India Americana Restaurants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position Title: Assistant Manager- CRMAbout Americana Restaurants International PLCAmericana Restaurants International PLC is a pioneering force in the MENAregion and Kazakhstan's Out-of-Home Dining industry, ranking among the world's leadingoperators of Quick Service Restaurants (QSR) and casual dining establishments. With an extensive portfolio of iconic...

  • Zuora Consultant

    3 weeks ago

    Mohali, Punjab, India Closeloop Technologies Full time

    Job Title: Zuora Consultant / Zuora Implementation & Support SpecialistExperience: 2 YearsLocation: Mohali Employment Type: Full-TimeRole OverviewWe are looking for a Zuora Associate Consultant with around 2 years of experience in Zuora implementation, configuration, and support. The role involves assisting in deploying and maintaining Zuora billing...

  • Zuora Consultant

    3 weeks ago

    Mohali, Punjab, India Closeloop Technologies Full time

    Job Title: Zuora Consultant / Zuora Implementation & Support Specialist Experience: 2 Years Location: Mohali Employment Type: Full-Time Role Overview We are looking for a Zuora Associate Consultant with around 2 years of experience in Zuora implementation, configuration, and support. The role involves assisting in deploying and maintaining Zuora...

  • NetSuite Consultant

    3 weeks ago

    Mohali, Punjab, India Closeloop Technologies Full time

    Job Title: NetSuite Consultant / NetSuite Technical Consultant Experience: 2 Years Location: Mohali / Jaipur / Pune Employment Type: Full-Time Job Overview: We are seeking a NetSuite Consultant with around 2 years of experience in NetSuite ERP development, customization, and support. The role involves assisting in configuring NetSuite applications,...