- Employment Type
Full time
- Location
India /Remote
- Experience
8+Years

Role Summary

We are seeking an experienced Senior Techno-Functional CRM Consultant to serve as the solution owner for Microsoft Dynamics 365 CRM / Customer Engagement (CE). This role bridges presales, functional consulting, and technical delivery, ensuring business requirements are translated into scalable, cost-effective, and high-quality CRM solutions.

The ideal candidate will possess strong expertise in Dynamics 365 CRM functional modules, technical implementation, Power Platform, presales support, and stakeholder management.

Key Responsibilities

Presales & Solutioning

- Lead client discussions, requirement gathering, and discovery workshops
- Analyze customer business needs and recommend appropriate CRM solutions
- Prepare solution architecture, implementation strategies, and effort estimations
- Develop technical proposals, Statements of Work (SOW), RFP/RFI responses
- Conduct product demonstrations, Proof of Concepts (POCs), and client presentations
- Ensure presales commitments align with delivery capabilities

Functional Responsibilities:

- Understand and map business processes across:
- - Sales
- Customer Service
- Marketing
- Field Service

- Configure and customize:
- - Entities
- Forms
- Views
- Dashboards
- Workflows
- Business Rules
- Business Process Flows (BPFs)

- Create:
- - Functional Design Documents (FDD)
- User Stories
- Process Maps
- Solution Documentation

- Collaborate with stakeholders to define scalable CRM roadmaps

Technical Implementation & Delivery

- Participate in full lifecycle CRM implementation projects




- Perform hands-on D365 CRM configuration and customization
- Design and implement:
- - Power Automate workflows
- Power Apps components
- Security roles and access models

- Support:
- - Data migration activities
- System integrations
- Technical validations

- Coordinate with development teams for:
- - Plugins
- Custom workflows
- Extensions
- Integration logic
- Error handling

- Support:
- - User Acceptance Testing (UAT)
- Go-live
- Production deployments
- Post-production support
- Enhancements and change requests

Delivery & Governance

- Own end-to-end solution continuity from presales to production
- Ensure solutions are delivered as per committed scope, timeline, and quality
- Collaborate with global teams, offshore delivery units, and onshore stakeholders
- Provide technical leadership with minimal supervision
- Follow best practices in:
- - Security
- Performance
- Scalability
- Governance

Required Skills & Experience

- 6–15 years of experience in Microsoft Dynamics 365 CRM / CE
- Robust expertise in:
- - Dynamics 365 CRM Functional Consulting
- Technical Implementation
- Power Platform (Power Automate, Power Apps)
- Presales & Solutioning
- Estimation & Proposal Building

- Working knowledge of:
- - CRM customizations
- Plugins
- Integrations
- Data migration

- Excellent communication and stakeholder management skills
- Experience working with US clients and global delivery models

Preferred Qualifications

- Bachelor’s degree in Computer Science, Information Technology, or related field
- Microsoft Dynamics 365 Certifications preferred
- Power Platform certifications are an added advantage

📌 Senior Techno-Functional CRM Consultant (India)
🏢 Datanetiix Solutions
📍 India