PreludeSys

Functional Consultant - D365 CRM

PreludeSys  •  Chennai, IN (Onsite)  •  5 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, 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 client’s 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.
PreludeSys

About PreludeSys

PreludeSys is a global technology solutions provider since 1998. We work with young and mature enterprises in a diverse set of verticals. As a trusted technology partner, we go the extra mile in helping our clients leverage technology and outsourcing using our technical expertise and industry experience. Our focus is on enhancing the business value through digital transformation by applying cloud, mobile, and AI-related technologies.

Our services include Enterprise Integration, Digital Transformation – App Modernization & Cloud Migration, Artificial Intelligence & Business Intelligence, Business Application Services (CRM / ERP), Testing & Business Process Services.

Industry
IT & Software
Company Size
501-1,000 employees
Headquarters
Irvine, CA
Year Founded
1999
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