About the Role:

We are looking for an experienced CRM Sales Functional Consultant with strong expertise in Microsoft Dynamics 365 Sales to lead CRM transformation initiatives, drive business process optimization, and deliver scalable sales automation solutions. The ideal candidate should possess deep functional knowledge of sales processes, customer relationship management, stakeholder engagement, and Dynamics 365 Sales implementation across enterprise environments.

Key Responsibilities:

- Lead end-to-end implementation, rollout, and enhancement of Microsoft Dynamics 365 Sales solutions.

- Gather, analyze, and document business requirements from sales, marketing, and customer-facing teams.

- Conduct workshops, requirement discovery sessions, and fit-gap analysis with stakeholders.

- Design and configure Dynamics 365 Sales modules to align with business objectives and industry best practices.

- Translate business requirements into functional specifications and solution designs.

- Configure entities, forms, views, dashboards, business process flows, security roles, and workflows.

- Drive sales process automation including lead management, opportunity management, forecasting, territory management, and pipeline tracking.

- Collaborate closely with technical consultants, developers, architects, and integration teams for successful solution delivery.

- Support integration of Dynamics 365 Sales with ERP systems, Power Platform, Microsoft 365, and third-party applications.

- Lead User Acceptance Testing (UAT), solution validation, and deployment activities.

- Provide functional guidance during data migration, cleansing, and data validation exercises.

- Develop training materials and conduct user training sessions to ensure successful adoption.

- Act as a trusted advisor to business stakeholders and recommend CRM best practices.

- Support post-implementation activities, issue resolution, and continuous improvement initiatives.

- Mentor junior consultants and contribute to organizational CRM capability development.

Required Skills & Experience:

- 10+ years of overall IT/Consulting experience with significant experience in CRM functional consulting.

- Strong hands-on experience in Microsoft Dynamics 365 Sales implementation and support projects.

- Deep understanding of sales lifecycle processes including lead-to-opportunity, quote-to-order, customer engagement, and sales forecasting.

- Expertise in requirement gathering, business process mapping, and solution design.

- Experience configuring Dynamics 365 Sales entities, forms, workflows, business rules, dashboards, and reports.

- Strong understanding of CRM architecture and Microsoft Power Platform capabilities.

- Experience working with Power Automate, Power Apps, and related Microsoft technologies.

- Knowledge of CRM integrations, data migration, and reporting solutions.

- Strong stakeholder management and client-facing consulting experience.

- Ability to lead workshops and communicate effectively with business and technical teams.

- Experience in Agile, Scrum, and Waterfall delivery methodologies.

Preferred Qualifications:

- Experience with Dynamics 365 Customer Insights, Marketing, or Customer Service modules.

- Knowledge of Azure services and Microsoft ecosystem integrations.

- Exposure to sales analytics, forecasting, and customer engagement strategies.

- Microsoft Dynamics 365 Functional Consultant certifications will be an added advantage.

- Experience working in large-scale enterprise transformation programs.

Educational Qualification:

- Bachelor's degree in Engineering, Computer Science, Information Technology, Business Administration, or related field.

- MBA or relevant professional certifications are preferred.