Functional Consultant - Dynamics CRM

• Interact with clients to gather business requirements and understand their needs thoroughly.
• Use appropriate techniques to document 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 s 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.

• 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.
• Good to have Proficiency in JavaScript, .NET (C#), Web APIs, and Power Platform scripting.
• Knowledge of data migration tools such as KingswaySoft, SSIS, or other ETL tools to facilitate data migration is an added advantage.

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