About the job Functional Consultant – Microsoft Dynamics 365 Sales (CRM)
Functional Consultant – Microsoft Dynamics 365 Sales (CRM)
Employment Type: Full-time / Contract / Freelance
We are looking for an experienced Functional Consultant – Microsoft Dynamics 365 Sales (CRM) to lead end-to-end implementations and drive successful CRM transformations. The ideal candidate will have strong functional expertise in D365 Sales and Customer Service, hands-on implementation experience, and the ability to work closely with stakeholders to deliver scalable, business-focused solutions.
Key Responsibilities
- Lead end-to-end implementations of Microsoft Dynamics 365 Sales, Customer Service, and Customer Engagement (CRM)
-
Gather, analyze, and document detailed business requirements
-
Configure and customize D365 Sales modules including:
-
Leads
-
Opportunities
-
Accounts
-
Activities
-
-
Configure Customer Service modules including:
-
Case Management
-
SLA Management
-
Services
-
Queues & Routing Rules
-
Workflow & Automation
-
-
Integrate D365 with Power Platform (Power Automate, Power Apps) — preferred
-
Manage data migration, system configuration, and testing cycles
-
Conduct UAT sessions and provide end-user training
-
Deliver post-go-live support and drive continuous system improvements
Experience & Qualifications
- 4–7 years of hands-on experience in Microsoft Dynamics 365 CRM (Sales, Customer Service, Customer Engagement)
- Minimum 2 full-cycle D365 Sales or Customer Service implementations (end-to-end delivery)
-
Strong understanding of:
-
Sales pipelines
-
Case management
-
Queue management
-
Routing rules
-
CRM best practices
-
Process automation
-
- Proven client-facing experience with requirement gathering and stakeholder management
-
Microsoft certifications (preferred but not mandatory)