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Functional Consultant - Dynamics CRM @ Preludesys

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 Functional Consultant - Dynamics CRM

Job Description

Are you passionate about transforming business processes with Microsoft Dynamics 365? Join PreludeSys as a Functional Consultant Dynamics CRM, where youll collaborate with clients, design scalable solutions, and deliver business value through Microsoft Dynamics and the Power Platform.

What Youll Do

As a Functional Consultant at PreludeSys, you will:

  • Engage with Clients: Gather and analyze business requirements, document needs, and align solutions with client objectives.
  • Design & Configure Solutions: Customize and configure Dynamics 365 modules (Sales, Customer Service, Marketing, Field Service) and ensure designs meet quality standards.
  • Build CRM Extensions: Develop and extend CRM functionalities using Power Platform tools (Power Apps, Power Automate, Power BI).
  • Collaborate with Technical Teams: Work closely with technical leads to suggest relevant solutions and participate in design reviews.
  • Deliver with Quality: Adhere to best practices in coding, configuration, version control, and defect management.
  • Enable Knowledge Sharing: Guide junior team members, mentor colleagues, and conduct workshops for team upskilling.
  • Train & Support Users: Facilitate workshops for end-users, assist with UAT, and resolve issues during testing.
  • Ensure Compliance: Follow organizational quality processes and suggest improvements for efficiency.
  • Integrate Systems: Collaborate with cross-functional teams to integrate Dynamics CRM with SharePoint, Power BI, Power Automate, and other platforms.

Your Skillset

Were looking for a skilled Dynamics CRM consultant with both functional and technical expertise. Must-haves include:

  • CRM Experience: 5+ years in functional consulting and technical delivery with Dynamics 365 CRM (Customer Engagement).
  • Module Expertise: Strong knowledge of Sales, Customer Service, Field Service, and Marketing modules.
  • Power Platform Skills: Proficient with Power Apps (Canvas/Model-Driven), Power Automate, and Power BI.
  • CRM Customization: Hands-on with workflows, business rules, plugins, and customizations in Dynamics CRM.
  • Integration Knowledge: Familiarity with Azure services, Dataverse, and Dynamics 365 security models.
  • Business Process Design: Skilled in designing scalable, efficient business process flows.
  • Consulting Skills: Experience with stakeholder interviews, requirement gathering, and gap analysis.
  • Nice to Have: Knowledge of JavaScript, .NET (C#), Web APIs, and Power Platform scripting.
  • Data Migration: Experience with KingswaySoft, SSIS, or other ETL tools is an advantage.

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: Consulting
Role Category: Management Consulting
Role: Associate Partner
Employement Type: Full time

Contact Details:

Company: Preludesys
Location(s): Chennai

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Keyskills:   customer service sales marketing powerapps crm canvas field service gap analysis ms dynamics crm power bi microsoft dynamics sharepoint javascript functional consultancy driving etl tool technical delivery web api ssis etl

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Preludesys

PreludeSys is a growing company and is driven by values of ¢Leadership, Passion, Accountability, Collaboration, Quality¢¢ and our culture is reflected by these values.Incorporated in year 1998, is a leading technology services provider delivering IT & IT-enabled business solutions to co...