As one of the world’s largest food-grade logistics companies, McLane Global relies on the efficiency of its fulfillment centers. We consider all our warehouses to be systematic and operate with a customer-centric mentality. To deliver on our promise to customers, we rely on exceptionally talented, bright, and committed people. We cultivate and embrace a diverse employee population. We recognize that people with diverse backgrounds, experiences and perspectives fuel our growth and enrich our global culture.
The Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst at McLane Global is responsible for leading, enhancing, and supporting the Dynamics 365 CRM environment across Sales, Customer Service, and Marketing functions. This role serves as a strategic bridge between business stakeholders and technical teams to ensure the CRM platform effectively supports sales pipelines, customer lifecycle management, service operations, and integrated processes with D365 Finance & Operations (F&O).
This position combines hands-on configuration, business analysis, automation, integration, data governance, and user enablement to drive CRM adoption, performance, and continuous improvement.
Business Analysis & Stakeholder Support
- Gather, analyze, and document business requirements related to CRM processes.
- Translate business needs into clear functional requirements and user stories.
- Partner with Sales, Customer Service, Marketing, Operations, and IT teams.
- Support user acceptance testing (UAT), validation, and deployment activities.
- Assist with process improvements and CRM adoption initiatives.
Dynamics 365 CE Configuration & Support
- Configure and maintain Dynamics 365 CE components including:
- o Entities, fields, forms, views
- o Workflows, business rules, and basic Business Process Flows (BPFs)
- Support and enhance Sales Hub (leads, opportunities, activities, pipeline stages).
- Support Customer Service Hub (cases, queues, SLAs, routing, knowledge).
- Assist with marketing-related CRM processes and customer lifecycle tracking.
- Build basic dashboards, views, and reports for business users and leadership.
- Help improve usability through structured configuration, documentation, and training.
Power Platform & Automation
- Build and maintain Power Automate flows (notifications, approvals, simple integrations).
- Support and enhance model-driven apps within Dynamics 365 CE.
- Assist with Power BI reports and dashboards embedded in CRM.
- Apply Dataverse best practices including:
- o Data modeling and relationships
- o Validation logic and business rules
- o Environment-based solution management
- Support solution deployments across Dev / Test / Prod environments.
Integrations, Data & System Support
- Support and troubleshoot CRM integrations, including D365 CE ↔ D365 F&O (dual-write).
- Assist with data imports, mappings, templates, and data cleanup.
- Help monitor system performance, workflows, permissions, and automation.
- Support data governance, reporting accuracy, and audit readiness.
Security, Documentation & User Support
- Assist with CRM security roles, teams, and access troubleshooting.
- Follow change control, security, and audit processes.
- Maintain documentation, SOPs, and training materials.
- Provide day-to-day user support and training to improve CRM effectiveness.
Requirements
- Bachelor’s degree in Information Systems, Business, Computer Science, or related field (or
- equivalent experience).
- 2-5 years of hands-on experience with Microsoft Dynamics 365 CE/CRM
- Functional experience with Sales Hub and Customer Service Hub.
- Hands-on experience with Power Automate and exposure to Power Apps.
- Working knowledge of Dataverse (entities, relationships, business rules).
- Experience supporting CRM data imports, reporting, and integrations.
- Understanding of core CRM business processes:
- o Lead-to-opportunity pipeline
- o Customer lifecycle management
- o Case management and approvals
- Strong analytical, troubleshooting, and documentation skills.
- Clear communication skills and comfort working with business stakeholders.
Preferred Certifications
- PL-200: Power Platform Functional Consultant.
- MB-910: Dynamics 365 Fundamentals (CRM).
- PL-400 or other Power Platform certifications.
- Microsoft Dynamics 365 certification (preferred but not required).
Benefits
- Competitive base compensation
- Full Benefits including Medical, Dental and Vision effective on the first day of employment
- 401(k) with Employer Match (quarterly enrollment)
- Paid Holidays (no waiting period to receive holiday pay)
- Paid vacation, personal, and sick days effective on first day of employment
- All offers are contingent upon passing a background check and drug screening
- No company visa sponsorships
- No phone call or walk in inquiries for this position, apply online to be considered
DISCLAIMER
Employees must be able to perform the essential functions of the position satisfactorily and if requested, reasonable accommodation will be provided to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
Furthermore, job descriptions typically change over time as requirements and employee skill levels change. The Employer retains the right to change or assign other duties to this position.
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What We Do
At McLane Global, we are dedicated to solving your food supply chain challenges so you can grow your business. We are uniquely positioned to offer vertically integrated food-grade logistics and sourcing services. Making us your one-stop shop for food supply chain solutions. What makes us different: Our streamlined approach to supply chain management allows you to customize solutions based on your individual needs, driving profitability and satisfaction in the right direction, up. Our versatility and forward-thinking mindset garner many hats. From warehousing, wholesale, tariff management, kitting, transportation, marketing, and so much more, you benefit from a wide variety of solutions serviced by our industry experts. Not sure what you need? Even better. Share with us your goals and challenges, and we help you figure it out. What you can expect: At McLane Global, you are the heart of our business, so we care for you like you’re one of us. We work to solve and simplify your supply chain and logistics challenges, allowing you to focus on other areas of your business. We pride ourselves in transparency and customer support because we know access to your project is important to you. We offer highly sought services like real-time reporting and domestic-based customer service centers. We want your business to grow without the headache. If offering 24/7 access to data gives you what you need when you need it, then we’re here to support your growth every step of the way. Ever wished you could do more? Think of us as another set of hands. Learn more at mclaneglobal.com.
