Essential Skills:
Requirement Gathering and Analysis: Engage with business stakeholders to understand their processes, pain points, and requirements through workshops and interviews. Document detailed functional and non-functional requirements, ensuring clarity and completeness. Conduct Fit-Gap analysis to assess how Dynamics CRM meets business needs and identify customization needs. Solution Design and Implementation: Design and develop Microsoft Dynamics CRM solutions based on business requirements. Configure and customize CRM entities, forms, workflows, and reports. Perform data migration and integration activities. Develop and implement robust testing procedures. Stay updated with the latest CRM trends and technologies. Develop and implement robust testing procedures. Project Management and Leadership: Lead and manage small to medium-sized CRM projects independently. Participate in planning and design sessions with customers. Mentor CRM team members throughout project delivery.
Communication and Collaboration: Collaborate with cross-functional teams, including business analysts, developers, and testers. Communicate effectively with stakeholders at all levels, including presenting to management. Develop strong client relationships by understanding their business processes. Skills and Qualifications: Strong understanding of Microsoft Dynamics CRM: This includes experience with CRM customization and configuration, workflows, plugins, and web resources. Experience with data migration and integration tools: Familiarity with tools and techniques for migrating data and integrating CRM with other systems. Excellent communication and collaboration skills: Ability to effectively communicate with stakeholders and work as part of a team. Problem-solving and analytical skills: Ability to analyse complex business problems and develop effective solutions. Experience in a consulting role: Experience in a consulting environment, working with clients to understand their needs and deliver solutions. Project management skills: Ability to manage projects, track progress, and ensure timely delivery. Experience with Power Platform: Familiarity with Power Apps, Power Automate, and Power BI is often required or preferred. Knowledge of Agile development methodologies: Experience with Agile development practices can be beneficial. Dynamics 365 CRM Consultant should be effective in determining practical solutions for both business and technical processes. The individual has a proven track record of delivering high quality projects that result in high customer satisfaction. Works closely with resources at all levels. Able to demonstrate strong relationships with internal clients in gathering business requirements, assessing business needs, and providing creative and effective solutions that conform to emerging technology standards. The consultant is detail oriented, able to multi-task, extremely organized, and can prioritize multiple demands in a very fast paced environment. Execute design and discovery workshops. Design Dynamics 365 solutions using configuration. Hands-on in the implementation of Dynamics 365 Customer Engagement and Dynamics CE. Ensure and maintain quality. Lead and manage small to medium projects independently. Participate in planning and design sessions with customers.
Keyskills: Functional CRM Sales Field Service dynamics365