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Lead D365 CE Functional Consultant

United States

As a D365 CRM Lead Functional Consultant you can expect to…  

  • Conduct meetings/workshops with subject matter experts and other stakeholders  
  • Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs  
  • Be responsible for risk assessment, as-is and to-be processes, and gap fit verification  
  • Provide business process consulting to help define the problem, propose and create the solution  
  • Lead discussions with the client and project teams during the Project Design meetings  
  • Lead train-the-trainer sessions for the configured client solution.  
  • Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope  
  • Define the design sessions and workshop agendas and meetings  
  • Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements   
  • Work with clients to develop new business processes that leverage D365 CRM best practices  
  • Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams   
  • Use proven methodologies to deliver successful projects, including industry best practices  
  • Ensure that there is a formal process in place for testing and issues resolution; Drive the team to resolve all issues identified during the testing and QA phases  

 Sound interesting? If so, you’ll have…   

  • Bachelor’s degree required in Computer Science, Business Administration, MIS or related field   
  • 8+ years of experience implementing recent versions of D365 CRM  
  • 8+ years of consulting experience working in a client-facing role   
  • Deep understanding of the functional capabilities and limitations of D365 CRM   
  • Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations   
  • Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards    
  • Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria   
  • Strong analytical, presentation, documentation, and inter-personal skills   
  • Ability to travel to client sites as necessary 
  • Candidates with experience implementing D365 Customer Insights & Journeys preferred, but not required

  

You’re great at…  

  • Multitasking, being flexible & paying close attention to detail   
  • Working in a highly collaborative team environment   
  • Configuring, customizing & designing solutions   
  • Leading a Functional Team on a project ensuring best practices and approaches are maintained  
  • Holding yourself and your team accountable for delivering the highest quality work  
  • Diagnosing and troubleshooting complex D365 CRM issues with creative solutions  
  • Resolving client conflicts and/or escalated issues while maintaining composure in a stressful situation   
  • Learning new concepts quickly and thoroughly  

 

Physical Requirements: 

  • This is a sedentary position that primarily involves sitting/standing. You can expect to: 
  • Remain in a stationary position, often standing or sitting for prolonged periods 
  • Work on a computer and look at a computer screen for prolonged periods 
  • Move about to accomplish tasks or moving from one worksite to another 
  • Communicate with others to exchange information via telephone, email, instant messaging tools and video conferencing 
  • Perform repeat motions that may include the wrists, hands and/or fingers (i.e. typing on a keyboard, using a computer mouse, etc.) 
  • Assess the accuracy, neatness and thoroughness of the work assigned 
  • Travel by airplane, train, or automobile to client sites to perform sedentary work as outlined above 

 

The Perks 

We offer competitive pay with and performance-based bonus. Our employees also enjoy unlimited time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you’ll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment. 

 

HSO is an Equal Opportunity Employer. 

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