Microsoft Dynamics 365 Functional Consultant
Job in
Marlborough, Middlesex County, Massachusetts, 01752, USA
Listed on 2026-10-23
Listing for:
TechDigital Group
Full Time
position Listed on 2026-10-23
Job specializations:
-
IT/Tech
IT Consultant, Systems Analyst, CRM Systems & Management, IT Business Analyst
Job Description & How to Apply Below
Roles and Responsibilities
- Lead functional workshops with customers, document requirements, and design appropriate solutions
- Work with the Education Team to deliver and create super users and end users training, as needed
- Help customers define and document processes when there are no processes in place
- Assist technical consultants with architecting D365 CRM or xRM system, related customizations, and reports to model the client's organizational processes
- Create and lead on functional and solution design and specification documents
- Create detailed project scope documents for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project
- Interact with project and program managers to manage, report and mitigate risks and issues
- Lead and deliver internal sessions on best practices and new functionality and features
- Advise customers on best practices for CRM processes and user interface components
- Work effectively with the sales team on delivering tender response documents, estimates and customer demonstrations
- 3+ years of Dynamics 365/Dynamics CRM
- Omni-Channel and Contact Center experience is a plus
- Exposure to/knowledge of Dynamics 365 F&O is a plus
- Ability to balance short-term demands while maintaining the long-term vision needed to guide a customer through the implementation process
- Ability to lead functional teams within multiple projects with both onshore and offshore resources
- Hands-on experience with multi-phase, global, enterprise-wide Dynamics 365 enterprise with focus on presales/business development as well as engagement delivery
- Industry leading breadth knowledge of subject area and have demonstrated analysis and communication skills connecting technology and business problems
- Ability to act as a lead and able to demonstrate clear approach to methodology as well as functional capabilities
- Excellent communicator with ability to operate within cross functional team
- Expected to be flexible with time and capable of working in a process-oriented environment
- Extensive professional experience within an IT consultancy environment
- Extensive hands-on experience as either a CE functional lead and/or CE senior functional consultant
- At least 8 end-to-end full life cycle implementations of Dynamics 365
- Experience with SharePoint integration with CRM
- Exposure to Azure Dev Ops or other similar enterprise planning and delivery tools
- Excellent client facing skills e.g. verbal, client demonstrations, deliver training at all levels of within an organization
- Advanced use of Microsoft Project, Excel, Word, Azure Dev Ops, SharePoint, and Visio
- Ability to work on Agile/Waterfall project delivery
- Excellent understanding of Microsoft Power Automate, Power Apps, CDM, and PowerBI
- CRM Certifications required
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