Senior Functional Consultant CRM

Job Title :

Senior Functional Consultant – Microsoft Dynamics 365 Customer Engagement

Overview

We are seeking an experienced

Senior Functional Consultant – Dynamics 365 CE

to lead the design, configuration, and delivery of transformative customer engagement solutions for enterprise clients. This role is ideal for professionals with

10+ years of experience in Microsoft Business Applications , with deep expertise in implementing Dynamics 365 CE across

Sales, Customer Service, Marketing, and Field Service .

As a trusted advisor, you will collaborate with business and IT stakeholders to modernize CRM processes, enhance customer experiences, and deliver scalable, secure, and user-friendly solutions in line with Microsoft’s best practices.

Key Responsibilities

Client Engagement & Advisory

Lead discovery workshops to capture and analyze business requirements.

Perform fit-gap analysis and define CRM roadmaps that align with business goals.

Solution Design & Delivery

Configure Dynamics 365 CE entities, forms, dashboards, business rules, workflows, and Power Automate flows.

Translate business processes into scalable, native platform solutions with minimal customization.

Collaborate with architects and developers to manage integrations, data migration, and extensions.

Governance & Standards

Prepare solution design documents, functional specs, and process flows.

Ensure compliance with governance, data security, and ALM best practices.

Enablement & Adoption

Lead UAT, end-user training, and change enablement activities.

Provide ongoing advisory on Microsoft ecosystem updates, including Copilot and AI capabilities.

Pre-Sales Support

Conduct solution demos, client workshops, and contribute to proposals and effort estimation.

Required Qualifications & Skills

10+ years of experience delivering Microsoft Dynamics 365 CE / CRM implementations.

Proven expertise across multiple CE modules :

Sales, Customer Service, Marketing, and Field Service .

Strong understanding of

Power Platform

components (Power Apps, Power Automate, Dataverse).

Experience with security roles, business process flows, and compliance frameworks.

Hands-on exposure to

data migration, integration frameworks, and third-party connectors .

Proficiency in functional documentation, UAT, training, and enablement materials.

Familiarity with Agile methodologies and delivery tools such as

Azure DevOps .

Excellent stakeholder engagement, communication, and presentation skills.

Preferred Certifications :

MB-210 : Dynamics 365 Sales

MB-230 : Dynamics 365 Customer Service

MB-220 : Dynamics 365 Marketing

MB-240 : Dynamics 365 Field Service

PL-200 : Power Platform Functional Consultant

PL-600 : Power Platform Solution Architect

What We Offer

Opportunity to lead

enterprise-scale CRM transformation projects

across industries.

Work in a

Microsoft-certified environment

with continuous learning, certifications, and early platform access.

Collaborative culture that values delivery excellence, innovation, and thought leadership.

Exposure to the

full Microsoft Business Applications stack

and cross-functional teams.

Competitive compensation and benefits aligned to senior consulting roles.

Our Core Values

Hard work

• Passion
• Determination
• Kindness

If you are passionate about helping organizations

elevate customer engagement through Microsoft Dynamics 365 CE , we’d love to hear from you.