Senior Functional Consultant – Microsoft Dynamics 365 CE
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Key details
- Location
- Remote Worker - N/A
- Work style
- Remote
- Level
- Senior
- Experience
- 8–12 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 4d ago
Skills
azure devopscopilot studiocrmcustomer servicedata validationforecastingmicrosoft 365microsoft dynamicsmicrosoft fabricpipeline managementpower automatepower bipower platformreconciliationrequirements traceabilitysalesforcesupply chain managementsystem integration
About the role
Description
Tittle: Senior Functional Consultant – Microsoft Dynamics 365 CE
Location: remote
Start Date: ASAP
Requirements
- 8–12 years of experience delivering CRM, sales automation, or enterprise business application solutions, including at least 5 years of hands-on Microsoft Dynamics CRM or Dynamics 365 Customer Engagement experience.
- Significant functional expertise in Dynamics 365 Sales and experience as a Senior Functional Consultant or Functional Lead.
- Strong understanding of lead management, opportunity management, forecasting, quoting, pipeline management, and order handoff.
- Proven experience leading discovery workshops and developing requirements, process flows, user stories, fit-gap assessments, and functional specifications.
- Strong experience defining migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation.
- Working knowledge of Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations.
- Experience defining integration requirements and supporting enterprise system implementations.
- Experience leading testing, UAT, training, cutover, and post-go-live support.
- Strong analytical, facilitation, documentation, presentation, and problem-solving skills.
- Ability to collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers.
- Experience with Azure DevOps or a comparable delivery platform.
Preferred Skills and Experience
- Enterprise CRM assessments, modernization programs, and migrations from legacy CRM platforms or Salesforce.
- Experience with Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center.
- Experience with Dynamics 365 Finance and Supply Chain Management or Business Central integrations.
- Familiarity with Copilot Studio, AI-enabled sales processes, Microsoft Fabric, and enterprise analytics.
- Experience supporting global, multi-entity, multi-brand, or multi-territory organizations.
- Consulting or systems integration experience, familiarity with Microsoft FastTrack practices, and exposure to regulated industries.
- Ability to mentor Functional Consultants and Business Analysts.
- Relevant Microsoft certifications in Dynamics 365 or Power Platform.
Key Deliverables
- Current-state and future-state process documentation.
- Business requirements, functional designs, user stories, and acceptance criteria.
- Fit-gap assessments, configuration workbooks, and requirements traceability.
- Migration mappings, transformation rules, data dictionaries, and validation criteria.
- Integration, security, and reporting requirements.
- Test scripts, UAT plans, defect records, and business sign-offs.
- Training materials, cutover checklists, and support documentation.
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