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Functional Consultant - D365 CRM @ Preludesys

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 Functional Consultant - D365 CRM

Job Description

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As a Functional Consultant u2013 Dynamics CRM you will:

  • Interact with clients to gather business requirements and understand their needs thoroughly.
  • Use appropriate techniques to document, elicit, and assess requirements to ensure they are clearly understood.
  • Work closely with technical leads to analyze business requirements and suggest relevant technical solutions.
  • Participate in design reviews, ensuring the application design aligns with quality standards.
  • Write code and configure solutions as per the clientu2019s specifications, adhering to best coding practices.
  • Develop and extend Dynamics CRM functionalities through Power Platform tools (Power Apps, Power Automate, Power BI).
  • Customize and configure Dynamics 365 modules (e. g. , Sales, Customer Service, Marketing).
  • Ensure all code developed follows established coding standards (organizational or client-specific).
  • Complete tasks within the defined schedules, maintaining version control, and defect management.
  • Contribute to the creation of project documentation as per the QMS (Quality Management System).
  • Guide junior team members and provide them with necessary support in completing their tasks.
  • Mentor and conduct knowledge-sharing sessions like workshops and presentations to enhance team skills.
  • Facilitate workshops to train end-users and business stakeholders on CRM system usage.
  • Assist with UAT and resolve any issues that arise during testing.
  • Adhere to organizational quality and operational processes, and suggest improvements for the current processes.
  • Ensure full compliance with defined standards and policies.
  • Collaborate with cross-functional teams to integrate Dynamics CRM with other platforms like SharePoint, Power BI, and Power Automate.


    Requirements
    • Minimum 5+ years of relevant experience in functional consulting and technical delivery, with a strong background in Microsoft Dynamics CRM
    • Strong expertise with Dynamics 365 CRM modules (Customer Engagement) such as Sales, Customer Service, Field Service, and Marketing.
    • Proficient with Power Platform tools like Power Apps (Canvas/Model-Driven), Power Automate, and Power BI for CRM customizations.
    • Experience with Dynamics CRM customization, creating workflows, configuring business rules, and developing plugins.
    • Familiarity with Azure cloud services, Dataverse, and security models to integrate and extend Dynamics 365 functionalities.
    • Expertise in designing scalable and efficient business process flows within Dynamics 365 CRM.
    • Experience conducting stakeholder interviews, requirement gathering, and performing gap analysis to ensure business objectives are met.


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Job Classification

Industry: IT Services & Consulting
Functional Area / Department: Consulting,
Role Category: Management Consulting
Role: Associate Partner
Employement Type: Full time

Contact Details:

Company: Preludesys
Location(s): Chennai

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Keyskills:   Business process Version control Coding Consulting business rules Gap analysis Customer service Microsoft Dynamics Operations CRM

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Preludesys

PreludeSys is a growing company and is driven by values of ¢Leadership, Passion, Accountability, Collaboration, Quality¢¢ and our culture is reflected by these values.Incorporated in year 1998, is a leading technology services provider delivering IT & IT-enabled business solutions to co...