3K Technologies - D365 CRM Functional Consultant

Job Description: D365 CRM Functional Consultant

Experience: 4+ years

Mode of employment: Permanent

Summary : Functional consultant with MS CRM background, having worked on the MS CRM product extensively and done 1 - 4 end to end implementations. Worked on CRM 2011/ 2013/2015/2016 & CRM online version. Experience working with Latest versions is preferred.

- Day to Day Task and Responsibility: Understand project implementation Lifecycle.

Configuring Skills:

- CRM forms and fields, views, Sub grids, Relationships, Business Rules, Business Workflow.

- Solutioning of the Requirement.

- CRM Dashboard, Charts, and reports Development (excluding SSRS reports).

- Understanding of Security Model of CRM.

- Aware of mobility in MS CRM and access of MS CRM via Outlook and MS Teams

- Knowledge on Dynamics Power Portal configuration (preferred).

- Understanding integration framework

Design Skills:

- Understand the functional capabilities and limitations for out of the box functionality as well as custom code.

- Identify creative workarounds to meet requirements without the development of custom code.

- Estimation of tasks. (Pre-sales) (4Years + Experienced)

- Able to articulate and understand the pain points of customer.

- Able to create SOW/FRD and FSD documents and Fit gap analysis. (Pre-sales) + (Post sales)

- Able to stich a story line in pre-sales and demonstrating the articulation of the prospects need. (Pre-Sales)

- Knowledge of Licensing would be an added advantage. (Pre-sales)

- Setting up Product Catalogues and knowledge of Service Management with SLA.

- Understanding of Sales cycle: From Lead to Opportunity to Quote to Order to Invoice. (Pre-Sales) + (Post Sales)

Support Skills:

- Develop solutions, Resolve the issues where no code is involved.

- Provide functional support to existing CRM clients.

- Taking note of CR and managing the tickets

Behavioural Skills:

- Superior organizational, writing, interpersonal and communication skills, attention to details, ability to multi-task and meet deadline.

- Candidate should be willing to travel onsite / offshore for short term/long term.

- Should be customer facing with excellent analytical and communication skills.

- Must have good communication skills.

Other Preferred Skills:

- Have done projects on premise and cloud, support, upgrade, and Migrations.

- CRM Portals

- Microsoft Dynamics Marketing

- Field Service

- Project Service

- Office 365 Administration (CRM Related).

- Microsoft Dynamics CRM certifications required.

- Data migration experience and integration mappings.

- Can Design and articulate to technical team to integrate business processes and data flows between

CRM applications and other applications, such as back office/ERP applications.

- Power BI knowledge is a plus.

- Lead functional discussions with clients.

- SharePOint