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CRM Implementation Lead

CRM Implementation Lead

Sonata SoftwareBengaluru, Republic Of India, IN
2 days ago
Job description

📍 Location : Bangalore, India | Hyderabad | Chennai

Years of exp : 8 to 12 Yrs

🌐 Global Delivery Model (India–UK)

We’re looking for an experienced Dynamics 365 CE Functional Consultant to lead TLC implementation projects and deliver exceptional business solutions.

Key Responsibilities

  • Conduct requirement workshops with stakeholders (Sales, Operations, Clinical, IT).
  • Design functional solutions for D365 Sales , Customer Service , and Power Platform .
  • Configure core CRM entities : Quotes, Products, Price Lists, Appointments, Cases.
  • Document end-to-end business processes for Quoting, Pricing, and Booking .
  • Prepare Functional Design Documents (FDD) and validate technical feasibility.
  • Support SIT , coordinate UAT , and assist with training & change management.
  • Act as the primary liaison for business requirement clarifications.

What We’re Looking For

  • 7+ years in Dynamics 365 CE (Sales, Customer Service) implementations.
  • Expertise in Quotation, Pricing, Case Management processes.
  • Hands-on experience with Power Platform (Power Pages, Power Automate, Dataverse).
  • Strong knowledge of CRM integrations (preferably healthcare domain).
  • Skilled in creating BRDs, FDDs, user stories in Agile environments.
  • Familiarity with Azure AD B2C , security roles, and data governance.
  • Excellent communication and client-facing skills.
  • Preferred

  • Healthcare CRM or patient journey automation experience.
  • Worked in global delivery model (India–UK).
  • Microsoft certifications ( MB-210 , MB-230 ).
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    Implementation Lead • Bengaluru, Republic Of India, IN

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