Senior Functional Consultant – Microsoft Dynamics 365 CE

Job Description:

• Deliver CRM, sales automation, and enterprise business application solutions
• Provide functional leadership for Dynamics 365 Sales and Customer Engagement implementations
• Lead discovery workshops and develop requirements, process flows, user stories, fit-gap assessments, and functional specifications
• Define migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation
• Define integration, security, and reporting requirements
• Lead testing, UAT, training, cutover, and post-go-live support
• Collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers
• Produce current-state and future-state process documentation
• Create business requirements, functional designs, acceptance criteria, configuration workbooks, and requirements traceability
• Prepare 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 delivering CRM, sales automation, or enterprise business application solutions, including at least 5 years of hands-on Microsoft Dynamics CRM or Dynamics 365 Customer Engagement experience
• Significant functional expertise in Dynamics 365 Sales and experience as a Senior Functional Consultant or Functional Lead
• Strong understanding of lead management, opportunity management, forecasting, quoting, pipeline management, and order handoff
• Proven experience leading discovery workshops and developing requirements, process flows, user stories, fit-gap assessments, and functional specifications
• Strong experience defining migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation
• Working knowledge of Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations
• Experience defining integration requirements and supporting enterprise system implementations
• Experience leading testing, UAT, training, cutover, and post-go-live support
• Strong analytical, facilitation, documentation, presentation, and problem-solving skills
• Ability to collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers
• Experience with Azure DevOps or a comparable delivery platform
• Preferred: Enterprise CRM assessments, modernization programs, and migrations from legacy CRM platforms or Salesforce
• Preferred: Experience with 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 supporting global, multi-entity, multi-brand, or multi-territory organizations
• Preferred: Consulting or systems integration experience, familiarity with Microsoft FastTrack practices, and exposure to regulated industries
• Preferred: Ability to mentor Functional Consultants and Business Analysts
• Preferred: Relevant Microsoft certifications in Dynamics 365 or Power Platform