MS Dynamics CRM Functional Consultant (RARR Job 6006)

We are seeking an experienced and client-focused CRM Functional Consultant with strong expertise in Dynamics 365 CRM and the Banking/Finance domain. The ideal candidate will be responsible for gathering business requirements, driving functional discussions, and delivering CRM solutions aligned with business needs.

Key Responsibilities:

• Engage with stakeholders (Business Analysts, Product Owners, and clients) to gather, analyze, and document business requirements.
• Drive requirement discussions and translate business needs into functional specifications, user stories, and use cases.
• Analyze and document current business processes, workflows, and systems.
• Perform fit-gap analysis and map business requirements to CRM functional modules.
• Work closely with technical teams to ensure alignment between business requirements and product development.
• Collaborate with design and development teams to create solution blueprints, UI designs, and workflows.
• Configure out-of-the-box (OOB) features in Dynamics 365 CRM.
• Ensure proper documentation and traceability across the product lifecycle (FDDs, process flows, wireframes, Visio diagrams, etc.).
• Provide functional guidance and support during implementation, testing, and go-live phases.
• Conduct user training sessions and provide post-implementation support.
• Work on CRM integrations and ensure adherence to best practices and DevOps processes.
• Stay updated with the latest Dynamics 365 CRM and Power Platform enhancements.

Required Skills & Qualifications:

• Strong communication and stakeholder management skills (MANDATORY).
• Proven experience in the Banking/Finance domain (MANDATORY).
• Hands-on functional knowledge of CRM modules:
  • Sales (Mandatory)
  • Customer Service (Mandatory)
  • Marketing
  • Field Service
• Experience working as a Functional Consultant in 4–5 CRM implementations (MANDATORY).
• Strong client-facing experience with the ability to lead discussions independently.
• Ability to translate business problems into functional requirements.
• Experience in requirement gathering, documentation, and solution design.

Technical Skills:

• Expertise in Microsoft Dynamics 365 CRM.
• Knowledge of Power Platform:
  • Power Apps
  • Power Automate
  • Power Virtual Agents (PVA)
• Understanding of CRM integrations and best practices.
• Familiarity with DevOps processes.
• Ability to create documentation such as:
  • Functional Design Documents (FDD)
  • Wireframes
  • Process flows (Visio)