Senior Functional Consultant – Microsoft Dynamics 365 CE

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide solutions for CRM, sales automation, and enterprise business applications.

• Offer functional leadership for the implementation of Dynamics 365 Sales and Customer Engagement.

• Facilitate discovery workshops and create requirements, process flows, user stories, fit-gap assessments, and functional specifications.

• Establish migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation processes.

• Specify requirements for integration, security, and reporting.

• Oversee testing, UAT, training, cutover, and post-go-live support activities.

• Work in collaboration with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers.

• Generate documentation for current-state and future-state processes.

• Develop business requirements, functional designs, acceptance criteria, configuration workbooks, and requirements traceability documents.

• Create migration mappings, data dictionaries, validation criteria, test scripts, UAT plans, defect records, business sign-offs, training materials, cutover checklists, and support documentation.

⛳️ Requirements

• 8–12 years of experience in delivering CRM, sales automation, or enterprise business application solutions, with a minimum of 5 years of hands-on experience with Microsoft Dynamics CRM or Dynamics 365 Customer Engagement.

• Extensive functional knowledge of Dynamics 365 Sales and experience as a Senior Functional Consultant or Functional Lead.

• In-depth understanding of lead management, opportunity management, forecasting, quoting, pipeline management, and order handoff processes.

• Demonstrated experience in leading discovery workshops and developing requirements, process flows, user stories, fit-gap assessments, and functional specifications.

• Strong background in defining migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation.

• Proficient in Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations.

• Experience in defining integration requirements and facilitating enterprise system implementations.

• Proven track record in leading testing, UAT, training, cutover, and post-go-live support.

• Exceptional analytical, facilitation, documentation, presentation, and problem-solving abilities.

• Capable of collaborating effectively with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers.

• Familiarity with Azure DevOps or a similar delivery platform.

• Preferred: Experience with enterprise CRM assessments, modernization initiatives, and migrations from legacy CRM platforms or Salesforce.

• Preferred: Knowledge of Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center.

• Preferred: Experience with Dynamics 365 Finance and Supply Chain Management or Business Central integrations.

• Preferred: Familiarity with Copilot Studio, AI-enabled sales processes, Microsoft Fabric, and enterprise analytics.

• Preferred: Experience in supporting global, multi-entity, multi-brand, or multi-territory organizations.

• Preferred: Background in consulting or systems integration, knowledge of Microsoft FastTrack practices, and familiarity with regulated industries.

• Preferred: Ability to mentor Functional Consultants and Business Analysts.

• Preferred: Relevant Microsoft certifications in Dynamics 365 or Power Platform.

🏝️ Benefits

• Opportunity to work with cutting-edge technology.

• Collaborative and innovative work environment.

• Professional development and growth opportunities.

• Competitive salary and benefits package.