Digital CRM Consultant
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Key Responsibilities
Business Analysis & Process Design
• Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.
• Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities.
• Document current-state and future-state business processes. Functional Solution Design
• Translate business requirements into functional designs and configuration specifications.
• Recommend standard platform capabilities before customizations. Dynamics 365 Configuration
• Configure and maintain Dynamics 365 Sales and Dynamics 365 Customer Service solutions, including: o Tables (Entities)
• Configure user experiences to support business processes and operational efficiency. Agile Delivery & Product Support
• Create and manage user stories within Azure DevOps or similar platforms.
• Support backlog management and sprint planning activities. Required Qualifications
• Bachelor's degree in Business, Information Systems, Technology, or related field.
• 5+ years of Business Analysis and Functional Consulting experience.
• 3+ years of hands-on experience with: o Dynamics 365 Sales o Power Automate
• Deep understanding of CRM processes including: o Lead Management o Opportunity Management o Business Requirements o User Stories Preferred Certifications Required
• Microsoft Certified: Power Platform Functional Consultant Associate (PL-200) Preferred
• Microsoft Certified: Power Platform App Maker Associate (PL-100)
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate Desired Skills Business Skills
• Fit-Gap Analysis
• Requirements Elicitation
• Business Process Reengineering Technical Skills
• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Microsoft Dataverse Success Profile The successful candidate will:
• Help facilitate business workshops and requirements sessions.
• Translate business needs into scalable Dynamics 365 and Power Platform solutions.
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