Functional Consultant - CRM
- Preludesys
- 5 - 10 years
- Chennai
- 4 months ago
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Job Description
As a Functional Consultant Dynamics CRM you will:
- Interact with clients to gather business requirements and understand their needs thoroughly.
- Use appropriate techniques to document 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 clients 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.
Skills Required:
- 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.
- Good to have Proficiency in JavaScript, .NET (C#), Web APIs, and Power Platform scripting.
- Knowledge of data migration tools such as KingswaySoft, SSIS, or other ETL tools to facilitate data migration is an added advantage.
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: Engineering - Software & QARole Category: Software DevelopmentRole: Software Development - OtherEmployement Type: Full timeContact Details:
Company: PreludesysLocation(s): Chennai+ View Contact
Keyskills: Functional MS Dynamics CRM D365 Functional Ms Crm Dynamics
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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...
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