Microsoft Dynamics CRM/365 Functional Consultant

Job Description

Required Skills




We are currently recruiting for a Microsoft Dynamics CRM/365 Consultant to join our CRM team.
Reporting to the Dynamics Business Unit TL, the objective of this role is to take a consultative
approach to implement and deliver Microsoft Dynamics CRM/365 products and services.
Objective of the Role:
1. To take the consultant role within the CRM team for Dynamics CRM (including 3rd party
applications such as ClickDimensions, CRMAddons). Reporting to the CRM Business Unit
Director, the right person will provide effective delivery of consultancy, through quality of
implementation and delivery and knowledge of Microsoft Dynamics CRM/365 products and
2. Be a team player working closely with other members of service delivery, i.e. Managed Services
and other CRM consultants and Developers.
Key Responsibilities:
1. Consulting covering all aspects; including presales and supporting the sales team, product
demonstrations, analysis, implementation and training of end users utilising primarily Dynamics
365 (Sales/Service/Marketing/Talent/ PSA and Field Service) or earlier Dynamics versions such
2016 and 2015.
2. Business and process analysis
3. Documenting as-is and to-be within accurate and detailed scoping documents
4. Liaising with developers and clients act as a point of communication
5. Quality Assurance & Documentation
6. Primarily responsible for requirements and solution design including:
o Preparing requirements following meetings and input from the clients
o Lead or collaborate in the solution design of Dynamics implementations
o Organizing, categorizing and preparing all documentation
o Presenting to management for review, and making changes as required
7. Testing configuration against final requirements:
o Configure solution based on requirements to test and deploy
o Preparing the training itinerary and materials and delivering training to end users
o Executing cutover procedures for Dynamics deployments as identified by your manager
o Following guidelines and checklists developed for deployment
8. Assisting with the preparation of the project status report, project timeline and project budget
9. Providing go live and post-implementation support
Knowledge and Expertise:
2. Strong understanding of Microsoft Dynamics 365, Dynamics CRM 2016/2015
3. Experience of providing Pre-Sales Demonstrations.

4. Experience of working on full life cycle implementations across multiple versions of Dynamics
CRM/365 (Sales/Service/Marketing/Talent/ PSA and Field Service)
5. Excellent communication and problem-solving skills
6. Excellent understanding and knowledge of core Microsoft Dynamics CRM/365 modules
7. Ability to create high quality functional documentation and strong requirements gathering skills.
Person Specification:
1. Highly confident with providing support and training to users
2. Strong attention to detail and a keen desire to deliver the highest quality solutions to customers
3. Experience across a number of industries ideally strong finance experience
4. Solves complex problems with creative solutions
5. Self-Starter with ability to handle multiple tasks and shifting priorities
6. Places emphasis on client satisfaction, Business analysis and Client facing skills

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