Role: Functional CRM Consultant

Experience: 7–15 Years

Employment Type: Full-Time / Dedicated Resource

Work Model: Offshore (India) with mandatory overlap during Pacific Time (US) business hours

Role Summary

We are seeking an experienced Functional CRM Consultant with robust expertise in Microsoft Dynamics 365 CRM / Customer Engagement (CE) and Power Platform . The ideal candidate will be responsible for business analysis, solution design, CRM configuration, presales support, stakeholder management, and successful delivery of CRM implementations.

This role requires close collaboration with business stakeholders, technical teams, and global delivery teams to ensure business requirements are translated into scalable and effective Dynamics 365 solutions.

Key Responsibilities

Business Analysis & Functional Consulting

- Conduct requirement gathering sessions, discovery workshops, and stakeholder interviews.
- Analyze business processes and map them to Microsoft Dynamics 365 CRM capabilities.
- Prepare Functional Design Documents (FDDs), business requirements, process flows, user stories, and acceptance criteria.
- Recommend best practices and optimal CRM solutions aligned with business objectives.

Dynamics 365 CRM Configuration

- Configure and customize:
- Entities
- Forms
- Views
- Dashboards
- Business Rules
- Workflows
- Security Roles
- Support implementation across:
- Sales
- Customer Service
- Marketing
- Field Service modules

Power Platform Solutions

- Design and configure solutions using:
- Power Apps
- Power Automate
- Support process automation and low-code business applications.

Presales & Solutioning

- Participate in presales discussions and client workshops.




- Prepare effort estimations and solution proposals.
- Demonstrate Dynamics 365 CRM solutions during customer presentations and presales engagements.
- Assist in defining implementation approaches and project scope.

Testing, Training & Support

- Support User Acceptance Testing (UAT) activities.
- Conduct user training sessions and knowledge transfer workshops.
- Assist during production deployments and post-go-live support.
- Manage change requests and enhancement requirements.

Delivery & Governance

- Own solution continuity from presales through implementation and support.
- Collaborate with global delivery teams and onshore stakeholders.
- Ensure quality, security, and compliance with project standards.
- Provide ongoing project status updates and risk mitigation recommendations.

Required Skills & Experience

Mandatory Skills

- 7–15 years of experience in Microsoft Dynamics 365 CRM / Customer Engagement (CE).
- Strong functional expertise across Dynamics 365 CRM modules.
- Hands-on experience in CRM configuration and customization.
- Strong business analysis and documentation skills.
- Experience preparing:
- Functional Specifications
- User Stories
- Process Flows
- Solution Design Documents
- Experience with:
- Power Apps
- Power Automate
- Proven presales, solutioning, and effort estimation experience.
- Strong client-facing communication and stakeholder management skills.
- Experience working with distributed global teams.

Preferred Skills

- Understanding of Dynamics 365 customization concepts.
- Knowledge of Dataverse architecture and security models.
- Exposure to CRM integrations and automation frameworks.
- Experience in Agile/Scrum delivery environments.

📌 Functional CRM Consultant (India)
🏢 Datanetiix Solutions
📍 India