Functional Consultant - Microsoft Dynamics CRM

Job Summary

Microsoft Dynamics CRM Functional Consultant

Roles and Responsibilities

Requirement Gathering & Analysis

• Engage with business stakeholders to understand their

  processes, pain points, and requirements

  .
• Conduct

  workshops and interviews

  to gather functional and non-functional requirements.
• Document detailed business and system requirements, ensuring clarity and completeness.
• Perform

  Fit-Gap analysis

  to assess how Microsoft Dynamics CRM meets business needs and identify customization needs.

Solution Design & Configuration

• Define

  functional specifications

  for CRM implementations, including workflows, business rules, and automation.
• Configure Microsoft Dynamics CRM components, including

  entities, fields, forms, views, dashboards, workflows, and security roles

  .
• Collaborate with the technical team to define

  custom development

  requirements.

Implementation & Deployment

• Assist in CRM solution design, prototyping, and testing activities.
• Work closely with

  developers and testers

  to ensure the correct implementation of business requirements.
• Support

  data migration

  activities, including mapping and cleansing of data.
• Conduct

  user training

  and prepare training materials to ensure smooth user adoption.

Post-Implementation Support & Enhancements

• Provide

  post-go-live support

  , troubleshooting, and resolution of system issues.
• Gather user feedback and recommend

  enhancements

  for process improvements.
• Assist in system upgrades, enhancements, and integration with

  third-party applications

  .

Stakeholder Communication & Documentation

• Maintain comprehensive project documentation, including

  Business Requirement Documents (BRD), Functional Design Documents (FDD), and User Manuals

  .
• Act as a

  liaison

  between business users and the technical team to ensure smooth project execution.
• Provide

  regular status updates

  and reports to project stakeholders.

Key Skills & Qualifications

• 2+ years of experience

  in Microsoft Dynamics CRM

  functional consulting

  .
• Strong knowledge of

  Dynamics 365 CE modules

  , including

  Sales, Customer Service, Marketing, and Field Service

  .
• Experience in

  requirement gathering, documentation, and Fit-Gap analysis

  .
• Understanding of CRM

  configuration, workflows, business process flows, and automation

  .
• Knowledge of

  Power Platform (Power Automate, Power Apps, Power BI)

  is an added advantage.
• Experience with

  data migration, integration, and user training

  .
• Excellent

  communication, analytical, and problem-solving skills

  .
• Ability to work

  independently and collaboratively

  with cross-functional teams.

Additional Requirements

• Willingness to travel

  both

  domestically and internationally

  as per project needs.

• Open to working in different time zones

  , based on client location and project requirements.

• Work from office

  is mandatory.
• Familiarity with

  project management methodologies

  such as Agile or Scrum is a plus.
• Strong

  documentation, presentation, and client-facing communication skills

  are essential.
• Exposure to

  integration tools

  like KingswaySoft, Scribe, Azure Logic Apps, or working with APIs is an added advantage.
• Experience in creating

  test cases, supporting UAT

  , and coordinating with QA teams.
• Proactive,

  self-motivated

  , and a

  quick learner

  with a strong sense of ownership and accountability.