Title of Position: D365 CRM Senior Functional Consultant (Customer Engagement)

Department: Information Technology

Location:Hyderabad

Experiance:8+ Years

PRIMARY OBJECTIVE OF POSITION:

The D365 CRM Functional Consultant is the foremost functional expert on Microsoft

Dynamics 365 CRM (Dynamics 365 Customer Engagement applications) capabilities

and the primary technology owner for the platform. The role bridges business

stakeholders and the D365 CE platform translating business requirements into

system solutions, configuring and demonstrating capabilities, advising on functional

trade-offs, and driving user adoption. The role works closely with business teams and

the existing D365 F&O; team.

MAJOR AREAS OF ACCOUNTABILITY:

1. Serve as the primary functional expert on D365 CE capabilities across Sales, Field Service, and Customer Service; lead fit-gap analysisworkshops; configure the platform; deliver functional demonstrations and proof-of-concept sessions to business stakeholders; advise on pros and cons of configuration options; and coach end users to drive adoption.

2. Own functional solution design document current-state business processes, produce future-state configuration designs, and maintain functional specifications throughout the implementation lifecycle.

3. Collaborate with business stakeholders to translate requirements into functional specifications and configuration designs; work directly with stakeholders without requiring a separate business analyst intermediary.

4. Collaborate with business stakeholders to translate requirements into functional and technical designs.

5. Produce and maintain architecture deliverables (e.g., architecture diagrams, solution blueprints, and technical/functional specifications) to support implementation, integration, and ongoing platform evolution.

6. Participate in D365 CRM implementations, upgrades, and enhancements fromdesign through deployment.

7. Analyze production issues, defects, and enhancement requests, design scalable and supportable solutions.

8. Own UAT planning and execution: prepare test cases, coordinate business testers,triage defects, and manage sign-off. Prepare role-based end-user training materials,deliver training sessions, and post go-live support.

9. Manage D365 CE environments from a functional standpoint: ensure configurationconsistency, coordinate access controls with IT, and maintain UAT environmentreadiness for testing cycles.

10. Participate in defining platform standards, governance, security, and applicationlifecycle management (ALM) practices.

11.



Partner with IT and vendor leadership to manage and forecast D365/Power Platformlicensing and Dataverse capacity; recommend optimizations to support performance,cost, and growth.

12. Lead D365 CE release planning and deployment governance for D365 CRM,including maintaining a release calendar, coordinating CAB/change control activities,and driving deployment communications and readiness.

13. Manage D365 CE environments from a functional perspective: ensure configurationworkbooks are applied consistently across Dev, Test, and UAT environments;validate environment readiness before testing cycles. Help define needs for Environment provisioning, access controls, and data refreshes.

14. Define functional integration requirements between D365 CE and other data sources (such as ERP systems, Dataverse, and Fabric); providing hand-off specifications tothe technical team for implementation..

15. Own feature management for Dynamics 365 CRM, including assessment,enablement planning, and adoption of existing capabilities and future Microsoftreleases.

16. Review Microsoft release notes and roadmap updates; assess impacts toconfigurations, customizations, and integrations; and define upgrade readiness andremediation plans.

17. Evaluate Microsoft and third-party ISV solutions; make functional fit

recommendations aligned to business requirements and goals.

18. Ensure configured solutions align with business requirements, agreed functionaldesigns, and compliance expectations. Own functional data mapping: identify sourcefields, define target D365 CE data structures, coordinate data cleanse with businessusers, and manage migration validation and sign-off.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge,skill, and/or ability required. Reasonable accommodations may be made to enable

individuals with disabilities to perform the essential functions.

• Bachelors degree in Information Technology, Computer Science, or a related field, or equivalent experience.

• 6+ years of experience delivering enterprise CRM solutions in Microsoft Dynamics 365 CRM (Dynamics 365 Customer Engagement applications).





• Strong knowledge of D365 CRM functional capabilities, Dataverse, security model,and environment management.

• Hands-on experience with D365 CE configuration across Sales, Field Service, andCustomer Service modules. No custom development required configuration andstandard platform capabilities only. Experience working in customized D365 CE environments is a plus.

• Functional understanding of D365 CE and D365 F&O; integration touchpoints ability to define functional data exchange requirements for handoff to a technicalteam

• Proven ability to lead functional workstreams end-to-end from requirements workshops through configuration, UAT, and training delivery working directly with business stakeholders

• Demonstrated experience producing and maintaining solution design artifacts (e.g.,functional design documents, integration specifications, and environment strategy/ALM documentation).

• Experience working in Agile delivery models and partnering with product teams (e.g.,Product Owners, Scrum Masters, and cross-functional delivery teams), including using Azure DevOps (ADO) to manage backlogs, user stories, and delivery

execution.

• Strong analytical, problem-solving, and communication skills.

• Experience with Dynamics 365 CRM Sales and related Power Platform components(Power Apps, Power Automate, Power BI) required.

• Functional awareness of D365 CE and D365 F&O; data relationships; ability to define and document integration requirements for technical handoff. Familiarity with D365 Marketing / Customer Insights - Journeys and Customer Voice a plus.

• Proven experience owning functional data mapping specifications and supportingmigration validation for core CE entities (accounts, contacts, leads, opportunities,

cases etc).

• Microsoft Dynamics 365 Customer Engagement Applications or Power Platform certifications.

• Functional administration of D365 CE: security role configuration, environment readiness management, and Power Platform fundamentals Power Automate flows and Power BI reports. Experience delivering functional demonstrations and proof-of-concept sessions to business stakeholders. D365 Field Service functional experience (work orders, scheduling board, URS, resource configuration) stronglypreferred.

• This role requires solid leadership and collaboration skills, including the ability to influence without authority, communicate complex technical concepts to non-technical audiences, and partner effectively with business leaders, vendors, andcross-functional IT teams to deliver high-quality solutions.

📌 CRM Senior Functional Consultant (Customer Engagement) (Hyderabad)
🏢 Talentboon Consulting
📍 Hyderabad