Dynamics CRM Functional (CE) Manager

Overview

Dynamics 365 Functional Consultant (Manager)

Key Responsibilities

• **Requirement Gathering & Analysis**- Facilitate workshops and meetings with stakeholders to capture and document business requirements.
• Conduct fit-gap analysis and develop detailed functional specifications.
• **Solution Design & Configuration**- Design Dynamics 365 CE solutions using configuration and minimal customization.
• Configure entities, forms, views, dashboards, workflows, and business rules.
• Prototype and validate business processes to ensure alignment with client needs.
• **Implementation & Testing**- Lead the implementation of Dynamics 365 CE modules, including Sales, Customer Service, Marketing, and Field Service.
• Develop and execute comprehensive test plans to ensure solutions meet business and functional requirements.
• **Training & Documentation**- Deliver end-user training sessions and create detailed user guides.
• Maintain comprehensive documentation for all implemented solutions to ensure knowledge transfer and continuity.
• **Support & Advisory**- Provide post-go-live support to address client queries and ensure smooth operations.
• Recommend continuous improvement opportunities to optimize business processes and enhance solution performance.
• Advise clients on leveraging Power Platform and Microsoft CoPilot capabilities to drive innovation and improve business outcomes.
• **Experience:**- Proven experience in Dynamics 365 CE implementation, configuration, and functional consulting.
• Strong expertise in leading requirement gathering, fit-gap analysis, and solution design workshops.
• Hands-on experience with Dynamics 365 CE modules, including Sales, Customer Service, Marketing, and Field Service.
• **Technical Skills:**- Proficiency in configuring entities, forms, views, dashboards, workflows, and business rules within Dynamics 365 CE.
• Familiarity with Power Platform capabilities, including Power Automate, Power Apps, and Power BI.
• Knowledge of Microsoft CoPilot and its application in enhancing business processes.
• **Certifications (Preferred):**- Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (MB-230)
• Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate (MB-210)
• Microsoft Certified: Power Platform Functional Consultant Associate (PL-200)
• Microsoft Certified: Power Platform Solution Architect Expert (PL-600)