The Role
Leads the functional design and implementation of Microsoft Dynamics 365 CRM and Power Platform solutions across Sales, Customer Service, and Marketing. Responsibilities include process mapping, requirements gathering, CRM configuration, documentation, testing, UAT support, stakeholder engagement, user training, and functional guidance for technical and implementation teams.
Summary Generated by Built In
Role Overview:
We are seeking an experienced Functional Lead with 10+ years of experience to lead the functional design and implementation of CRM solutions using Microsoft Dynamics 365 and Power Platform. The role will focus on translating business processes and requirements into effective CRM solutions across Sales, Customer Service, and Marketing.
Key Responsibilities:
We are seeking an experienced Functional Lead with 10+ years of experience to lead the functional design and implementation of CRM solutions using Microsoft Dynamics 365 and Power Platform. The role will focus on translating business processes and requirements into effective CRM solutions across Sales, Customer Service, and Marketing.
Key Responsibilities:
- Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
- Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
- Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
- Collaborate with business stakeholders to understand requirements, identify process improvements, and ensure effective CRM adoption.
- Prepare functional specifications, process documentation, configuration documents, and user guides.
- Support solution testing, validation, and user acceptance activities.
- Deliver user training and knowledge-transfer sessions for business users and key stakeholders.
- Provide functional guidance to technical and implementation teams throughout the CRM lifecycle.
- Ensure solutions align with CRM best practices, business objectives, and user experience expectations.
- 10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
- Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
- Good functional expertise across Sales, Customer Service, and Marketing processes/modules.
- Proven experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
- Experience in conducting user training, workshops, UAT, and stakeholder engagement.
- Strong analytical, communication, documentation, and stakeholder management skills.
- Ability to translate business needs into practical and scalable CRM solutions.
- CRM business process maps and functional requirements.
- Dynamics 365 module configuration and functional design.
- Functional and user documentation.
- UAT and business validation support.
- User training and knowledge-transfer materials.
Skills Required
- 10+ years of experience in CRM functional consulting, business analysis, or functional leadership
- Hands-on experience with Microsoft Dynamics 365 CRM and Power Platform
- Functional expertise across Sales, Customer Service, and Marketing processes or modules
- Experience with process mapping and requirements gathering
- Experience with CRM configuration and functional documentation
- Experience conducting user training, workshops, UAT, and stakeholder engagement
- Strong analytical, communication, documentation, and stakeholder management skills
- Ability to translate business needs into practical and scalable CRM solutions
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The Company
What We Do
NorthBay is an AWS Premier Partner focused on Database & Application migrations, data & analytics, DevOps & DataOps, application modernization and ML/Ai. Our practice areas include big data and analytics, machine learning, artificial intelligence and database migrations.
