Position Overview:
Highly skilled and experienced, the role of a D365 CE lead functional consultant is to ensure the successful delivery of the CE and is responsible for implementing and configuring Microsoft Dynamics 365 CE applications to meet the specific needs of an organization.
Specializing in Customer Engagement, the functional consultant will work closely with clients to understand their business requirements and design solutions that leverage the capabilities of Dynamics 365 CE.
Core Responsibilities
§ Conducting requirements gathering sessions with clients to understand their business processes, goals, and challenges.
§ Translating business requirements into functional design documents that outline the configuration and customization of Dynamics 365 CE.
§ Configuring Dynamics 365 CE applications to meet client requirements, including but not limited to entities, forms, workflows, business rules, and security roles.
§ Collaborating with technical consultants and developers to design and implement customizations and integrations with other systems.
§ Conduct end-user training sessions and provide user support to ensure the successful adoption of the Dynamics 365 CE system.
§ Participating in system testing, including creating and executing test cases to validate system functionality.
§ Assisting in data migration activities, including data mapping, data cleansing, and data import/export.
§ Troubleshooting and resolving issues encountered during implementation or post-implementation support.
§ Keeping up to date with the latest features and enhancements in Dynamics 365 CE and providing recommendations on how to leverage them for clients' benefit.
§ Collaborating with delivery managers, project managers, and other team members to ensure projects are delivered on time, within budget, and with high quality.
Pre Sales
Support and assist with pre-sales engagements including, but not limited to:
§ Coaching and mentoring junior team members
§ Validating (but not delivering) solutions, costing, plans etc.
Qualifications and Skills:
Proven experience managing and delivering Dynamics 365 customer engagements, preferably mandatory in a consulting or professional services environment.
In-depth knowledge of Dynamics365
Excellent leadership and team management abilities, with the capacity to lead diverse, cross-functional teams effectively.
Exceptional communication and interpersonal skills, with the ability to build rapport with customers and internal stakeholders.
Strong problem-solving and decision-making skills, with a strategic mindset.
Experience with agile methodologies and familiarity with project management tools and software.
Relevant Dynamics 365 certifications are highly desirable.
Ability to travel to customer sites, as needed.
This job description provides a general overview of the responsibilities and requirements for this role. Specific job requirements may vary depending on the organization and project needs.
