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About this role
Role overview A functional consultant position centered on Microsoft Dynamics 365 Customer Engagement implementations. The consultant partners with business stakeholders to shape the CRM landscape, translating operational needs into configured solutions and ensuring users are equipped to get the most out of the platform.
Responsibilities - Lead discovery sessions with stakeholders to capture, prioritize, and document CRM business requirements. - Configure, customize, and extend Dynamics 365 CRM modules to align with process and policy needs. - Deliver hands-on training and ongoing support to end users across business units. - Partner with technical architects and developers to translate functional designs into built solutions. - Safeguard data integrity, security controls, and overall system performance through governance practices. - Produce functional specifications, test scripts, and operational reports throughout the engagement lifecycle. - Track product roadmap updates and emerging best practices to inform recommendations.
Requirements - Demonstrated experience as a Dynamics 365 CRM functional consultant across multiple implementations. - Strong ability to gather requirements, facilitate workshops, and produce clear documentation. - Working knowledge of CRM configuration, security roles, business rules, and data modeling. - Excellent communication skills for training delivery and stakeholder engagement. - Familiarity with integration points between CRM and adjacent Microsoft cloud services.
Nice to have - Experience with Power Platform tools, custom entities, or workflow automation.