Functional Consultant

Role: CRM Functional Consultant

Experience Level: 6+ Years

Location: Ahmedabad, Gujarat.

Role Summary:

The individual will be responsible for development and maintenance of the internal Microsoft Dynamics 365 CRM platform and the ideal candidate will have sound knowledge in Dynamics CRM entities, workflows, configurations, customization development, integration development, reporting, dashboards, web resources, CRM solution file management, security model and UI development.

Roles & Responsibilities:

•Leading or participating in design and architecture sessions with key business users, gathering and documenting business processes and requirements for the system.

•Architecting the CRM system, related customizations and reports to model the businesses organizational process.

•Advising business users on best practices for CRM, development or integration processes.

•Balance business users requests and requirements with technical constraints.

•Writing technical specifications for planned work.

•Mocking up specifications for our overseas Live Services team, and facilitating the completion, testing and deployment of development projects.

•Installing and maintaining versions of 3rd party products such as Click Dimensions, Linked In and Inside View.

•Building and configuring CRM forms, views, dashboards and workflows.

•Developing SSRS reports using Microsoft SQL and FetchXML.

•Working closely with BI project teams or other resources for completion of projects related to the CRM system.

•Working with internal support members to resolve technical issues with servers, ETL packages, SQL, SSRS and other related technologies to the internal CRM system.

•Maintain code repository, VSTS backlog and source control.

•Effectively utilize SDK and 3rd party tools such as XRMToolbox for administration of CRM system.

•Regularly communicating with the Business Systems Manager and business users on the status of issues and projects.

•Coordinate with Business Systems Manager to ensure overall business solution is positioned and implemented in line with global architecture and roadmap.

•Estimating the completion of tasks and managing resource time.

•Ensuring consistent release management, change management and project approval processes.

•Support of the application including fixing application issues.

Skills and Qualifications:

•Bachelor's degree in Computer Science, Information Technology, or a related field.

•Strong knowledge of CRM concepts, principles, and best practices.

•Expertise in configuring and customizing CRM platforms such as Salesforce, Microsoft Dynamics 365, or Oracle CRM.

•Familiarity with CRM implementation methodologies and project management practices.

•Effective communication skills to interact with clients and stakeholders at all levels.

•Strong documentation and reporting skills.