CRM Functional Consultant Featured job

Posted time February 13, 2025 Location Bengaluru, Mumbai, Pune Job type Full-time
  • Experience: 3+years

Job Description…

 D365 CRM Functional Consultant  

Relevant Years of Experience:    

Mode of employment: Permanent  

Summary:  Functional consultant with MS CRM background, having worked on the MS CRM product extensively and done 1 – 4 end to end implementations. Worked on CRM 2011/ 2013/2015/2016 & CRM online version. Experience working with Latest versions is preferred.  

   

Day to Day Task and Responsibility:  Understand project implementation Lifecycle.  

  • Configuring Skills: 
  • CRM forms and fields, views, Sub grids, Relationships, Business Rules, Business Workflow.  
  • Solutioning of the Requirement.  
  • CRM Dashboard, Charts, and reports Development (excluding SSRS reports).  
  • Understanding of Security Model of CRM.  
  • Aware of mobility in MS CRM and access of MS CRM via Outlook and MS Teams  
  • Knowledge on Dynamics Power Portal configuration (preferred).  
  • Understanding integration framework  
  • Design Skills:   
  • Understand the functional capabilities and limitations for out of the box functionality as well as custom code.  
  • Identify creative workarounds to meet requirements without the development of custom code.  
  • Estimation of tasks. (Pre-sales) (4Years + Experienced)  
  • Able to articulate and understand the pain points of customer.  
  • Able to create SOW/FRD and FSD documents and Fit gap analysis. (Pre-sales) + (Post sales)  
  • Able to stich a story line in pre-sales and demonstrating the articulation of the prospects need. (Pre-Sales)  
  • Knowledge of Licensing would be an added advantage. (Pre-sales)  
  • Setting up Product Catalogues and knowledge of Service Management with SLA.   
  • Understanding of Sales cycle: From Lead to Opportunity to Quote to Order to Invoice. (Pre-Sales) + (Post Sales) 
  • Support Skills:   
  • Develop solutions, Resolve the issues where no code is involved.  
  • Provide functional support to existing CRM clients.  
  • Taking note of CR and managing the tickets  
  • Behavioural Skills:   
  • Superior organizational, writing, interpersonal and communication skills, attention to details, ability to multi-task and meet deadline.  
  • Candidate should be willing to travel onsite / offshore for short term/long term.  
  • Should be customer facing with excellent analytical and communication skills.  
  • Must have good communication skills.  

Other Preferred Skills:   

   Have done projects on premise and cloud, support, upgrade, and Migrations.  

  • CRM Portals  
  • Microsoft Dynamics Marketing  
  • Field Service  
  • Project Service   
  • Office 365 Administration (CRM Related).  
  • Microsoft Dynamics CRM certifications required.  
  • Data migration experience and integration mappings.   
  • Can Design and articulate to technical team to integrate business processes and data flows between CRM applications and other applications, such as back office/ERP applications.  
  • Power BI knowledge is a plus.  
  • Lead functional discussions with clients.  
  • SharePoint