Requirements:
- 7+ years of experience working with Microsoft Dynamics 365 CE / CRM as a Functional Consultant, Business Analyst, Solution Consultant, or similar role
- Strong understanding of Dynamics 365 CE capabilities and the Microsoft Power Platform
- Experience working directly with business stakeholders and translating business challenges into technology solutions
- Strong consulting and communication skills, with the ability to communicate effectively with both business and technical audiences
- Experience participating in or leading discovery and requirements workshops
- Experience supporting Dynamics 365 CE/CRM activities such as solution discussions, demos, and estimations
- Ability to think beyond individual requirements and recommend solutions that improve business processes and create business value
- Experience working as part of a cross-functional team with solution architects, developers, project managers, and other consultants
- Good understanding of Dynamics 365 implementation concepts, including configuration, customization, integrations, data, security, and environments
- Ability to understand technical concepts and discuss solution options with technical teams. You don't need to be a developer, but you should be comfortable working with technical stakeholders
- Excellent English communication skills
Nice to have:
- Experience with multiple Dynamics 365 CE applications, such as Sales, Customer Service, Field Service, or Customer Insights
- Experience with Power Automate, Dataverse, Power Apps, Power BI, or other Power Platform components
- Experience working with APIs and integrations between Dynamics 365 and external systems
- Experience with solution architecture or technical design
- Previous experience taking an opportunity from discovery through solution definition and into project delivery
- Microsoft certification in Dynamics 365 Functional Consulting, Solution Architecture, Power Platform Solution Architecture, or related areas
Responsibilities:
- Engage with clients to understand their business processes, challenges, goals, and pain points
- Lead or participate in discovery workshops and requirements-gathering sessions
- Challenge existing processes and requirements and identify opportunities for business improvement
- Advise clients on how Dynamics 365 ?E modules and the Microsoft Power Platform can address their business needs
- Translate business needs into functional solutions and high-level solution approaches
- Support pre-sales activities, including client meetings, discovery sessions, solution presentations, demonstrations, proposals, and estimations
- Prepare functional requirements, user stories, process flows, solution documentation, and other project deliverables
- Work with Solution Architects and technical teams to define the right implementation approach
- Explain functional and technical trade-offs to both business and technical stakeholders
- Support the transition from opportunity to delivery and remain involved during the initial stages of implementation
- Validate that the solution being implemented reflects the business objectives and the solution agreed with the client
- Support configuration and testing activities and provide guidance to development teams where required
- Participate in project workshops, UAT, training, and go-live activities when needed
- Contribute to the continuous development of our Dynamics 365 CE practice, including reusable approaches, accelerators, and best practices