- Employment Type
Full time
- Location
India /Remote
- Experience
8+Years
We are seeking an experienced Senior Techno-Functional CRM Consultant to serve as the solution owner for Microsoft Dynamics 365 CRM / Customer Engagement (CE). This role bridges presales, functional consulting, and technical delivery, ensuring business requirements are translated into scalable, cost-effective, and high-quality CRM solutions.
The ideal candidate will possess strong expertise in Dynamics 365 CRM functional modules, technical implementation, Power Platform, presales support, and stakeholder management.
- Lead client discussions, requirement gathering, and discovery workshops
- Analyze customer business needs and recommend appropriate CRM solutions
- Prepare solution architecture, implementation strategies, and effort estimations
- Develop technical proposals, Statements of Work (SOW), RFP/RFI responses
- Conduct product demonstrations, Proof of Concepts (POCs), and client presentations
- Ensure presales commitments align with delivery capabilities
- Understand and map business processes across:
- Sales
- Customer Service
- Marketing
- Field Service
- Configure and customize:
- Entities
- Forms
- Views
- Dashboards
- Workflows
- Business Rules
- Business Process Flows (BPFs)
- Create:
- Functional Design Documents (FDD)
- User Stories
- Process Maps
- Solution Documentation
- Collaborate with stakeholders to define scalable CRM roadmaps
- Participate in full lifecycle CRM implementation projects
- Perform hands-on D365 CRM configuration and customization
- Design and implement:
- Power Automate workflows
- Power Apps components
- Security roles and access models
- Support:
- Data migration activities
- System integrations
- Technical validations
- Coordinate with development teams for:
- Plugins
- Custom workflows
- Extensions
- Integration logic
- Error handling
- Support:
- User Acceptance Testing (UAT)
- Go-live
- Production deployments
- Post-production support
- Enhancements and change requests
- Own end-to-end solution continuity from presales to production
- Ensure solutions are delivered as per committed scope, timeline, and quality
- Collaborate with global teams, offshore delivery units, and onshore stakeholders
- Provide technical leadership with minimal supervision
- Follow best practices in:
- Security
- Performance
- Scalability
- Governance
- 6–15 years of experience in Microsoft Dynamics 365 CRM / CE
- Strong expertise in:
- Dynamics 365 CRM Functional Consulting
- Technical Implementation
- Power Platform (Power Automate, Power Apps)
- Presales & Solutioning
- Estimation & Proposal Building
- Working knowledge of:
- CRM customizations
- Plugins
- Integrations
- Data migration
- Excellent communication and stakeholder management skills
- Experience working with US clients and global delivery models
- Bachelor’s degree in Computer Science, Information Technology, or related field
- Microsoft Dynamics 365 Certifications preferred
- Power Platform certifications are an added advantage
