Microsoft Dynamics 365 CE/Power Platform Functional Consultant & CRM Analyst
Listed on 2026-02-19
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IT/Tech
Data Analyst, CRM System
Overview
As one of the world’s largest food-grade logistics companies, McLane Global relies on the efficiency of its fulfillment centers. We consider all our warehouses to be systematic and operate with a customer-centric mentality. To deliver on our promise to customers, we rely on exceptionally talented, bright, and committed people. We cultivate and embrace a diverse employee population. We recognize that people with diverse backgrounds, experiences and perspectives fuel our growth and enrich our global culture.
The Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst at McLane Global is responsible for leading, enhancing, and supporting the Dynamics 365 CRM environment across Sales, Customer Service, and Marketing functions. This role serves as a strategic bridge between business stakeholders and technical teams to ensure the CRM platform effectively supports sales pipelines, customer lifecycle management, service operations, and integrated processes with D365 Finance & Operations (F&O).
This position combines hands-on configuration, business analysis, automation, integrations, data governance, and user enablement to drive CRM adoption, performance, and continuous improvement.
KEY RESPONSIBILITIES- Business Analysis & Stakeholder Engagement
- Gather, analyze, and document business requirements related to CRM processes.
- Translate business needs into detailed functional specifications for developers.
- Partner with Sales, Customer Service, Marketing, Operations, IT, international teams, and external vendors.
- Lead user acceptance testing (UAT), enhancement validation, and deployment coordination.
- Drive process optimization and CRM adoption across departments.
- CRM Configuration & Functional Management
- Configure and customize Dynamics 365 CE (entities, fields, forms, views, workflows, business rules, BPFs).
- Manage and enhance Sales Hub (Leads, Opportunities, pipeline stages, forecasting, activities).
- Configure Customer Service Hub (Cases, Queues, SLAs, Entitlements, Knowledge, Routing).
- Support Marketing-related CRM processes and customer lifecycle tracking.
- Develop dashboards, reports, and model-driven insights for leadership.
- Improve usability through structured process design, governance, and training.
- Power Platform & Automation
- Build and enhance model-driven apps and Power Apps solutions.
- Develop and optimize Power Automate flows (approvals, notifications, integrations).
- Support Power BI dashboards embedded within CRM.
- Apply Dataverse best practices including data modeling, relationships, validation logic, and solution architecture.
- Manage solution layering and ALM practices across Dev/Test/Prod environments (managed/unmanaged solutions).
- Integrations, Data & System Performance
- Support and troubleshoot dual-write integration between D365 CE and D365 F&O.
- Build and maintain integrations using connectors, REST APIs, OData, or Azure Logic Apps.
- Assist with data migration, mappings, templates, and data quality initiatives.
- Monitor system performance and troubleshoot workflows, permissions, automation, and integration issues.
- Ensure structured data governance and reporting accuracy.
- Security, Compliance & Support
- Manage security roles, teams, field-level security, and access troubleshooting.
- Ensure compliance with audit, security, and change control processes.
- Maintain documentation, SOPs, training materials, and support resources.
- Provide ongoing end-user support and training to increase CRM effectiveness and adoption.
- Bachelor’s degree in Information Systems, Business, Computer Science, or related field.
- 3–7 years of experience working with Microsoft Dynamics 365 CE / CRM (2–5 years minimum acceptable depending on level).
- Strong functional knowledge of Sales Hub and Customer Service Hub.
- Experience supporting Marketing-related CRM processes (preferred).
- Hands-on experience with Power Platform (Power Apps, Power Automate, Power BI).
- Strong Dataverse expertise: data modeling, relationships, business rules, solution design.
- Experience with CRM integrations (D365 F&O integration preferred).
- Understanding of business processes: lead-to-opportunity pipeline, customer lifecycle, case management,…
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