- Requirement Analysis: Gather and analyze customer requirements for CRM system implementation and conduct workshops and interviews to understand business processes.
- System Configuration and Customization: Configure and customize Dynamics 365 CRM to meet customer requirements. Implement and maintain CRM entities, forms, workflows, and business rules.
- Custom Development: Develop custom plugins, JavaScript, and .NET code to extend CRM functionality. Troubleshoot and debug technical issues within the CRM system.
- Data Migration: Plan and execute data migration strategies to ensure smooth transition to Dynamics 365 CRM. Validate and cleanse data to maintain data integrity.
- Training and Support: Provide training to end-users on system functionalities and provide post-implementation support and address user queries and issues.
- Documentation: Create and maintain documentation for system configurations, customizations, and processes. Develop user manuals and training materials.
- Collaboration: Collaborate with cross-functional teams including developers, business analysts, and project managers. Work closely with customers to ensure alignment between CRM solutions and business goals.
Bachelor's degree in a relevant field (business, information technology, etc.).Previous experience as a Dynamics 365 CRM Functional Consultant or similar role.Proficiency in configuring and customizing Dynamics 365 CRM.Understanding of CRM modules such as Sales, Customer Service, and Marketing.Strong programming skills in languages like C#, JavaScript, and .NET.Knowledge of integration techniques, including RESTful APIs and middleware.Understanding of database concepts and experience with SQL.Strong communication and interpersonal skills to interact with clients and team members effectively.Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate or equivalent is a plus.