Microsoft Dynamics CRM Lead Functional Consultant - HSO : Job Details

Microsoft Dynamics CRM Lead Functional Consultant

HSO

Job Location : New York,NY, USA

Posted on : 2025-07-15T01:50:19Z

Job Description :
Microsoft Dynamics CRM Lead Functional ConsultantMicrosoft Dynamics CRM Lead Functional Consultant

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As a D365 CRM Lead Functional Consultant you can expect to...

  • Conduct meetings/workshops with subject matter experts and other stakeholders
  • Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs
  • Be responsible for risk assessment, as-is and to-be processes, and gap fit verification
  • Provide business process consulting to help define the problem, propose and create the solution
  • Lead discussions with the client and project teams during the Project Design meetings
  • Lead train-the-trainer sessions for the configured client solution
  • Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope
  • Define the design sessions and workshop agendas and meetings
  • Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements
  • Work with clients to develop new business processes that leverage D365 CRM best practices
  • Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams
  • Use proven methodologies to deliver successful projects, including industry best practices
  • Ensure that there is a formal process in place for testing and issues resolution; Drive the team to resolve all issues identified during the testing and QA phase
Requirements
  • Bachelor's degree required in Computer Science, Business Administration, MIS or related field
  • 8+ years of experience implementing recent versions of D365 CRM
  • 8+ years of consulting experience working in a client-facing role
  • Deep understanding of the functional capabilities and limitations of D365 CRM
  • Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations
  • Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards
  • Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria
  • Strong analytical, presentation, documentation, and inter-personal skills
  • Ability to travel to client sites as necessary
BenefitsWe offer competitive pay with and performance-based bonus. Our employees also enjoy unlimited paid time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you'll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.HSO is an Equal Opportunity Employer.

Seniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionConsulting, Information Technology, and Sales
  • IndustriesTechnology, Information and Internet

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