Microsoft Dynamics 365 CRM Functional Consultant

Key Responsibilities:

• Gather and analyze business requirements from stakeholders and translate them into functional specifications for Dynamics 365 CRM solutions.
• Configure Dynamics 365 CRM modules including Sales, Marketing, Customer Service, and Field Service to meet business needs.
• Design business processes, workflows, dashboards, and reports within Dynamics 365 CRM.
• Collaborate with technical teams to design integrations with other enterprise systems (ERP, Power Platform, third-party apps).
• Lead workshops and user training sessions to ensure successful adoption of the CRM system.
• Provide functional support during system testing, user acceptance testing (UAT), and go-live.
• Assist in data migration planning and execution using tools like Data Import Wizard or SSIS.
• Maintain system documentation, process flows, and training materials.
• Stay updated with the latest Dynamics 365 CRM features and industry best practices.

Qualifications and Requirements:

• Bachelor's degree in Business, Information Technology, or related field.
• 3+ years of experience as a Dynamics 365 CRM Functional Consultant or Business Analyst.
• Strong knowledge of Dynamics 365 Customer Engagement modules: Sales, Marketing, Customer Service, and Field Service.
• Experience with Power Platform components like Power Automate, Power BI, and Power Apps is a plus.
• Familiarity with CRM customization and configuration (entities, forms, views, workflows, business rules).
• Understanding of Microsoft Dataverse and Dynamics 365 data model.
• Good communication, presentation, and stakeholder management skills.
• Ability to work collaboratively in cross-functional Agile teams.