CRM Business Consultant
Job in
Town of Italy, Penn Yan, Yates County, New York, 14527, USA
Listed on 2026-06-18
Listing for:
Dynexa Solutions
Full Time
position Listed on 2026-06-18
Job specializations:
-
IT/Tech
CRM System, IT Consultant, IT Business Analyst, Systems Analyst
Job Description & How to Apply Below
CRM Business Consultant Microsoft Dynamics 365
About Dynexa
Dynexa Solutions is a Microsoft partner specialized in Dynamics 365 and Power Platform solutions. We support our customers in their digital transformation journey, delivering consulting, development and high-value integration projects.
RoleWe are looking for a Dynamics 365 CRM Business Consultant to join our consulting team. The resource will be responsible for analyzing business processes, gathering requirements, and designing solutions based on Dynamics 365 Customer Engagement and Power Platform, acting as the key liaison between the client and the technical team.
Key responsibilities- Analyze business processes and gather functional requirements.
- Design and configure solutions in Dynamics 365 CRM (Sales, Customer Service, Marketing, Field Service).
- Configure entities, forms, views, business rules, dashboards and processes.
- Define and deliver solutions using Power Platform (Power Apps, Power Automate, Dataverse).
- Prepare functional documentation (requirements, specifications, test cases).
- Support users during UAT and deliver training sessions.
- Coordinate with the technical team to ensure delivery of customizations and extensions.
- Proven experience with Microsoft Dynamics 365 CRM.
- Knowledge of core functional modules (Sales, Customer Service, Marketing).
- Solid understanding of Power Platform (Power Apps, Power Automate, Dataverse).
- Ability to translate business needs into functional and technical requirements.
- Microsoft Dynamics 365 or Power Platform certifications.
- Fluent in English, both written and spoken.
- Willingness to travel when required.
- Experience working in Agile environments.
- Joining a young, dynamic and growing team.
- Continuous training and support in achieving Microsoft certifications.
- Opportunity to work on innovative projects for national and international customers.
- Flexible, collaborative and growth-oriented work environment.
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