Functional Consultant - Dynamics CRM

PreludeSys

What Youll Do

As a Functional Consultant at PreludeSys, you will:

• Engage with Clients:

  Gather and analyze business requirements, document needs, and align solutions with client objectives.

• Design & Configure Solutions:

  Customize and configure Dynamics 365 modules (Sales, Customer Service, Marketing, Field Service) and ensure designs meet quality standards.

• Build CRM Extensions:

  Develop and extend CRM functionalities using Power Platform tools (Power Apps, Power Automate, Power BI).

• Collaborate with Technical Teams:

  Work closely with technical leads to suggest relevant solutions and participate in design reviews.

• Deliver with Quality:

  Adhere to best practices in coding, configuration, version control, and defect management.

• Enable Knowledge Sharing:

  Guide junior team members, mentor colleagues, and conduct workshops for team upskilling.

• Train & Support Users:

  Facilitate workshops for end-users, assist with UAT, and resolve issues during testing.

• Ensure Compliance:

  Follow organizational quality processes and suggest improvements for efficiency.

• Integrate Systems:

  Collaborate with cross-functional teams to integrate Dynamics CRM with SharePoint, Power BI, Power Automate, and other platforms.

Your Skillset

Were looking for a skilled Dynamics CRM consultant with both functional and technical expertise. Must-haves include:

• CRM Experience:

  5+ years in functional consulting and technical delivery with Dynamics 365 CRM (Customer Engagement).

• Module Expertise:

  Strong knowledge of Sales, Customer Service, Field Service, and Marketing modules.

• Power Platform Skills:

  Proficient with Power Apps (Canvas/Model-Driven), Power Automate, and Power BI.

• CRM Customization:

  Hands-on with workflows, business rules, plugins, and customizations in Dynamics CRM.

• Integration Knowledge:

  Familiarity with Azure services, Dataverse, and Dynamics 365 security models.

• Business Process Design:

  Skilled in designing scalable, efficient business process flows.

• Consulting Skills:

  Experience with stakeholder interviews, requirement gathering, and gap analysis.

• Nice to Have:

  Knowledge of JavaScript, .NET (C#), Web APIs, and Power Platform scripting.

• Data Migration:

  Experience with KingswaySoft, SSIS, or other ETL tools is an advantage.