Dynamics 365 CRM Functional Consultant (Senior/Lead)
Employment Type: Full-Time
Experience: 8–15 Years
Role Level: Senior Functional Consultant / Lead Consultant
Location: Remote / Hybrid (as applicable)
Joining Time: Immediate to 7 days
8–15 years of overall IT experience, with 5+ years of hands-on experience in Microsoft Dynamics 365 CRM / Customer Engagement (CE) implementations and support projects.
Role Summary
We are seeking an experienced Dynamics 365 CRM Functional Consultant to lead business analysis, solution design, implementation, and stakeholder engagement for Microsoft Dynamics 365 Customer Engagement solutions. The ideal candidate will bridge business and technology teams, driving successful CRM transformation initiatives and maximizing business value
Key Responsibilities
Lead requirement gathering workshops and stakeholder discussions.Analyze business processes and perform fit-gap assessments.Design and configure Dynamics 365 CRM solutions.
- Cross Sales
- Customer Service
- Customer Insights / Marketing
- Field Service (preferred)
- Prepare functional design documents, user stories, process maps, and solution specifications.
- Collaborate with technical teams for customizations, integrations, and data migration activities.
- Configure forms, views, dashboards, security roles, business rules, workflows, and Power Automate flows.
- Support solution testing, UAT, training, and change management activities.
- Provide functional leadership during project delivery and post-go-live support
- Participate in presales activities, solution demonstrations, effort estimations, and proposal preparation
- Mentor junior consultants and contribute to CRM best practices and governance
Required Skills
- 8–15 years of overall professional experience.
- Strong expertise in Microsoft Dynamics 365 CRM / CE modules, especially Sales and Customer Service
- Proven experience leading end-to-end CRM implementation projects
- Strong business process analysis and stakeholder management skills Experience
- Microsoft Power Apps
- Power Automate
- Power BIDataverse
- Understanding of CRM security models, solution management, and release pro
- Processes.Experience working in Agile and hybrid delivery environments.
- Excellent communication, presentation, and client-facing skills.
Preferred Skills
- Experience with Dynamics 365 Customer Insights, Marketing, or Field Service
- Exposure to Azure Integration Services and API-based integrations
- Experience with Microsoft Copilot, Copilot Studio, and Agentic AI solutions.
- Experience working with global customers across the UK, Europe, or North America
- Certifications (Preferred)
- Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
- Microsoft Certified: Power Platform Functional Consultant Associate
Education
Bachelor's degree in Computer Science, Information Technology, Business, or a related field.
