Functional Consultant - D365 CRM

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As a Functional Consultant \u2013 Dynamics CRM you will:

• Interact with clients to gather business requirements and understand their needs thoroughly.
  
• Use appropriate techniques to document, elicit, and assess requirements to ensure they are clearly understood.
  
• Work closely with technical leads to analyze business requirements and suggest relevant technical solutions.
  
• Participate in design reviews, ensuring the application design aligns with quality standards.
  
• Write code and configure solutions as per the client\u2019s specifications, adhering to best coding practices.
  
• Develop and extend Dynamics CRM functionalities through Power Platform tools (Power Apps, Power Automate, Power BI).
  
• Customize and configure Dynamics 365 modules (e. g. , Sales, Customer Service, Marketing).
  
• Ensure all code developed follows established coding standards (organizational or client-specific).
  
• Complete tasks within the defined schedules, maintaining version control, and defect management.
  
• Contribute to the creation of project documentation as per the QMS (Quality Management System).
  
• Guide junior team members and provide them with necessary support in completing their tasks.
  
• Mentor and conduct knowledge-sharing sessions like workshops and presentations to enhance team skills.
  
• Facilitate workshops to train end-users and business stakeholders on CRM system usage.
  
• Assist with UAT and resolve any issues that arise during testing.
  
• Adhere to organizational quality and operational processes, and suggest improvements for the current processes.
  
• Ensure full compliance with defined standards and policies.
  
• Collaborate with cross-functional teams to integrate Dynamics CRM with other platforms like SharePoint, Power BI, and Power Automate.
  
  
  
  Requirements

  • Minimum 5+ years of relevant experience in functional consulting and technical delivery, with a strong background in Microsoft Dynamics CRM
    
  • Strong expertise with Dynamics 365 CRM modules (Customer Engagement) such as Sales, Customer Service, Field Service, and Marketing.
    
  • Proficient with Power Platform tools like Power Apps (Canvas/Model-Driven), Power Automate, and Power BI for CRM customizations.
    
  • Experience with Dynamics CRM customization, creating workflows, configuring business rules, and developing plugins.
    
  • Familiarity with Azure cloud services, Dataverse, and security models to integrate and extend Dynamics 365 functionalities.
    
  • Expertise in designing scalable and efficient business process flows within Dynamics 365 CRM.
    
  • Experience conducting stakeholder interviews, requirement gathering, and performing gap analysis to ensure business objectives are met.
    
    
    
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