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Microsoft Dynamics 365 CRM Functional Consultant

4 - 6 years

4 - 7 Lacs

Delhi Delhi India

Posted:11 hours ago| Platform: Foundit logo

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Skills Required

Crm Sales Dynamics 365 CRM

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Gather and analyze business requirements from stakeholders and translate them into functional specifications for Dynamics 365 CRM solutions.
  • Configure Dynamics 365 CRM modules including Sales, Marketing, Customer Service, and Field Service to meet business needs.
  • Design business processes, workflows, dashboards, and reports within Dynamics 365 CRM.
  • Collaborate with technical teams to design integrations with other enterprise systems (ERP, Power Platform, third-party apps).
  • Lead workshops and user training sessions to ensure successful adoption of the CRM system.
  • Provide functional support during system testing, user acceptance testing (UAT), and go-live.
  • Assist in data migration planning and execution using tools like Data Import Wizard or SSIS.
  • Maintain system documentation, process flows, and training materials.
  • Stay updated with the latest Dynamics 365 CRM features and industry best practices.

Qualifications and Requirements:

  • Bachelor's degree in Business, Information Technology, or related field.
  • 3+ years of experience as a Dynamics 365 CRM Functional Consultant or Business Analyst.
  • Strong knowledge of Dynamics 365 Customer Engagement modules: Sales, Marketing, Customer Service, and Field Service.
  • Experience with Power Platform components like Power Automate, Power BI, and Power Apps is a plus.
  • Familiarity with CRM customization and configuration (entities, forms, views, workflows, business rules).
  • Understanding of Microsoft Dataverse and Dynamics 365 data model.
  • Good communication, presentation, and stakeholder management skills.
  • Ability to work collaboratively in cross-functional Agile teams.

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