Role & responsibilities :
- Lead requirement gathering workshops and stakeholder discussions.
- Analyze business processes and perform fit-gap assessments.
Design and configure Dynamics 365 CRM solutions across :
1. Sales
2. Customer Service
3. Customer Insights / Marketing
4. Field Service (preferred)
- Prepare functional design documents, user stories, process maps, and solution specifications.
- Collaborate with technical teams for customizations, integrations, and data migration activities.
- Configure forms, views, dashboards, security roles, business rules, workflows, and Power Automate flows.
- Support solution testing, UAT, training, and change management activities.
- Provide functional leadership during project delivery and post-go-live support.
- Participate in presales activities, solution demonstrations, effort estimations, and proposal preparation.
- Mentor junior consultants and contribute to CRM best practices and governance.
Preferred candidate profile :
- 8-15 years of overall professional experience.
- Strong expertise in Microsoft Dynamics 365 CRM / CE modules, especially Sales and Customer Service.
- Proven experience leading end-to-end CRM implementation projects.
- Strong business process analysis and stakeholder management skills.
- Experience with :
1. Microsoft Power Apps
2. Power Automate
3. Power BI
4. Dataverse
- Understanding of CRM security models, solution management, and release processes.
- Experience working in Agile and hybrid delivery environments.
- Excellent communication, presentation, and client-facing skills.
Preferred Skills :
- Experience with Dynamics 365 Customer Insights, Marketing, or Field Service.
- Exposure to Azure Integration Services and API-based integrations.
- Experience with Microsoft Copilot, Copilot Studio, and Agentic AI solutions.
- Experience working with global customers across the UK, Europe, or North America.
Certifications (Preferred) :
- Microsoft Certified : Dynamics 365 Customer Experience Analyst Associate
- Microsoft Certified : Power Platform Functional Consultant Associate
Education :
- Bachelor's degree in Computer Science, Information Technology, Business, or a related field.
Senior/Lead Dynamics 365 CRM Functional Consultant • Bangalore
Note: This is a equity-based compensation until our next funding round **.Bizmoni is the worlds first AI Super App designed to help anyone earn, learn, and grow in the AI era.Whether you're looking... Show more
Job Description – D365 SCM Consultant (7+ Years Experience).Key Expertise & Responsibilities:.Strong expertise in Advanced Warehouse Management and MRP and other core SCM areas.Ready to work in sup... Show more
Key Responsibilities: Responsibilities of the Microsoft Dynamics CRM Developer will include: The ability to envision and document infrastructure and system design specifications via architecture de... Show more
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you.And we’re counting on your u... Show more
