Microsoft CRM: Functional Consultant

Experience : 3 to 5 years

Responsibilities:

• Work closely with business stakeholders to understand business processes, workflows, and requirements.
• Document functional requirements and translate them into system specifications.
• Conduct workshops and interviews with users to capture functional requirements.
• Provide guidance on best practices for Dynamics CRM configuration and customization based on business needs.
• Configure entities, forms, views, dashboards, and business rules in Microsoft Dynamics CRM.
• Design and implement workflows, automation processes, and business process flows.
• Configure the Dynamics CRM platform to meet the organization’s specific needs.
• Implement customizations including forms, reports, fields, and dashboards.
• Integrate Dynamics CRM with other systems and platforms as needed.
• Assist in data mapping, migration, and cleansing from legacy systems to Dynamics CRM.
• Develop test plans and coordinate user acceptance testing (UAT).
• Resolve any functional issues identified during testing phases.
• Provide end-user training sessions to ensure successful CRM adoption.
• Assist in defining project scope, timeline, and deliverables in alignment with business objectives.
• Maintain project documentation and keep stakeholders informed on progress.
• Stay current on Dynamics CRM product updates, features, and best practices.
• Provide recommendations for system improvements based on business feedback and performance.

Candidate Profile:

• 3-5 years of experience working as a functional consultant with Microsoft Dynamics CRM (Dynamics 365 preferred).
• Proven track record of delivering successful CRM implementations.
• Strong understanding of Dynamics CRM modules, such as Sales, Marketing, Service, and Customer Insights.
• Good understanding of reporting tools like Power BI and Dynamics CRM reporting.
• Excellent communication, problem-solving, and interpersonal skills.
• Strong client-facing skills with the ability to manage expectations
• Detail-oriented with the ability to see the bigger picture.
• Strong problem-solving and analytical skills.
• Ability to work independently and in a team environment.

Experience in Dynamics 365 CRM Functional in the Below Areas

• Complete process flow understanding and experience in key areas Sales, Marketing , Case Management, Project and Field service.
• End to end Implementation experience as an Implementation Consultant is highly preferred
• Additional experience with the new technologies like Power Apps, Power BI, Microsoft Flow.