Dynamics CRM Functional Consultant
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Role details
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Job description
¡ Gather and analyze business requirements and translate them into Dynamics 365 CRM functional solutions.
¡ Configure and customize Dynamics 365 Customer Engagement (CE) based on business requirements.
¡ Work with stakeholders to understand business processes, identify gaps, and recommend CRM solutions.
¡ Prepare functional requirements, user stories, process flows, functional specifications, and solution documentation.
¡ Configure entities, fields, forms, views, business rules, workflows, dashboards, and security roles.
¡ Support Dataverse and Power Platform solutions, including Power Apps and Power Automate.
¡ Collaborate with technical teams on integrations, customizations, plugins, APIs, and data migration.
¡ Conduct solution walkthroughs, user acceptance testing (UAT), training, and production support.
¡ Develop test scenarios and validate CRM functionality against business requirements.
¡ Assist with data migration, data validation, and CRM environment releases.
¡ Identify opportunities to improve CRM processes, automation, usability, and adoption.
¡ Provide ongoing functional support and troubleshoot Dynamics 365 issues.
Requirements
We are looking for an experienced Dynamics CRM Functional Consultant to support the implementation, configuration, and optimization of Microsoft Dynamics 365 CRM solutions. The ideal candidate will have strong functional knowledge of Dynamics 365 Customer Engagement, excellent business analysis skills, and the ability to work closely with business stakeholders and technical teams., ¡ 5+ years of experience working with Microsoft Dynamics CRM / Dynamics 365 CE.
¡ Strong functional experience with Dynamics 365 Customer Engagement, Dataverse, Power Apps, Power Automate, Business Rules, Workflows, Forms, Views, Dashboards, Business Process Flows, Security Roles, and Access Management.
¡ Strong understanding of CRM business processes, functional configuration, requirements gathering, and gap analysis.
¡ Experience creating user stories, acceptance criteria, functional specifications, process flows, and solution documentation.
¡ Experience working with Agile/Scrum teams.
¡ Good understanding of CRM integrations, data migration, testing, and deployment processes.
¡ Strong communication, analytical, problem-solving, and stakeholder management skills.
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