Dynamics 365 consultant

Job Description :

Dynamics 365 Functional Consultant will lead solution design, configuration, and testing activities for integrating Dynamics 365 Sales with Sales Navigator, ZoomInfo, and Seamless.AI. This role focuses on business analysis, system configuration, data mapping, and validation of enrichment workflows, ensuring CRM data accuracy, usability, and governance.

Key Responsibilities

• Solution Design & Development
• Analyse business requirements for lead / contact enrichment, data governance, and workflow automation.
• Configure Dynamics 365 Sales entities, forms, and relationships for leads, contacts, and accounts.
• Define and create custom fields.
• Configure views, dashboards, and security roles for sales and data teams .
• Integration & Mapping
• Work with the Power Automate engineer to define field mapping between Dynamics and external enrichment sources.
• Validate inbound data for accuracy, duplication, and completeness.
• Support mock data setup for Sales Navigator signals when the native connector is unavailable.
• Testing & Validation
• Develop test cases and sample records for enrichment workflows.
• Validate write-backs from Power Automate into Dynamics fields.
• Verify that audit and provenance data (source, timestamp, confidence) are captured correctly.
• Governance & Documentation
• Define role-based access controls (RBAC) for enriched data.
• Document configuration changes, mappings, and workflow dependencies.
• Provide handover notes and user training for sales and admin teams.
• Collaboration
• Partner closely with Power Automate engineer to align workflow logic with CRM schema.
• Collaborate with client stakeholders to confirm test results and acceptance criteria.
• Support demonstration and walkthrough sessions during pilot and go-live

Required Skills & Experience :

Preferred Skills

Exposure to Power BI for reporting and ROI tracking.