HSO · 3 days ago

Microsoft Dynamics CRM Lead Functional Consultant

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

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Responsibilities

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

Qualification

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D365 CRMRequirements analysisAgile methodologiesFunctional consultingBusiness process developmentClient-facing experienceDocumentation skills

Required

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