Job details

Microsoft Dynamics CRM Lead Functional Consultant

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

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

We 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.

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HSO Glassdoor Company Review

3.9

HSO DE&I Review

3.9

CEO of HSO

Jochen Gaspar

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Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

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What You Should Know About Microsoft Dynamics CRM Lead Functional Consultant, HSO

As a Microsoft Dynamics CRM Lead Functional Consultant at HSO, you'll be at the forefront of driving transformative projects for our clients. You'll get the opportunity to engage directly with stakeholders through meetings and workshops, tailoring solutions that align perfectly with their business needs. In this role, you'll create comprehensive requirements documents and conduct fit-gap analyses to ensure a perfect match between client needs and our solutions. You’ll be guiding teams through every phase of the project, from risk assessment to the configuration of Dynamics 365, enabling them to utilize the best practices within CRM functionalities. Leading project design meetings and train-the-trainer sessions will become second nature as you work collaboratively with clients to develop innovative business processes. With a strong focus on performance and quality, you'll ensure rigorous testing and smooth issue resolution, leaving no stone unturned in delivering success. If you're looking to grow your skills within a supportive, dynamic environment where you can help influence and shape CRM strategy, this is the perfect opportunity for you. Let's work together to push the boundaries of what's possible in the world of Microsoft Dynamics CRM!

Frequently Asked Questions (FAQs) for Microsoft Dynamics CRM Lead Functional Consultant Role at HSO

What are the key responsibilities of the Microsoft Dynamics CRM Lead Functional Consultant at HSO?

The Microsoft Dynamics CRM Lead Functional Consultant at HSO holds a pivotal role in conducting workshops with stakeholders, creating essential documentation like requirements and test plans, managing product backlogs, and leading project design discussions. This position also involves advanced configuration and customization of Dynamics 365 solutions, ensuring successful client engagement and innovative business process development.