CRM Consultant/Lead (Contract - 6 Months)

• Location: Hybrid
• Contract Type: 6 Months Contract (Immediate start)
• Salary: Market Related

Purpose of the Role:
The Microsoft Dynamics CRM Functional Consultant will collaborate closely with business stakeholders, technical teams, and end-users to ensure successful deployment and utilization of the platform.

Key Responsibilities:

1. Requirements Gathering and Analysis:
   • Conduct thorough requirements gathering sessions with business stakeholders.
   • Translate business needs into functional specifications and system design documents.
   • Analyze existing processes and recommend improvements using Microsoft Dynamics CRM capabilities.
2. Solution Design and Configuration:
   • Design and configure Microsoft Dynamics CRM modules, including Sales, Customer Service, Marketing, and Field Service.
   • Customize entities, forms, workflows, and business rules to align with business processes.
   • Collaborate with technical consultants and developers to implement customizations.
3. User Training and Support:
   • Provide end-user training on Microsoft Dynamics CRM functionality.
   • Assist users in navigating the system, creating reports, and troubleshooting issues.
   • Address user queries and provide timely support.
4. Data Migration and Integration:
   • Plan and execute data migration from legacy systems to Microsoft Dynamics CRM.
   • Work with integration specialists to connect Microsoft Dynamics CRM with other applications (e.g., SharePoint, Power BI).
5. Testing and Quality Assurance:
   • Conduct functional testing of configured solutions.
   • Ensure data accuracy, system performance, and adherence to business requirements.
   • Collaborate with testing teams for end-to-end testing.
6. Documentation and Training Materials:
   • Create user manuals, process documentation, and training materials.
   • Maintain up-to-date documentation for system configurations and customizations.
7. Continuous Improvement:
   • Stay informed about Microsoft Dynamics CRM updates and new features.
   • Propose enhancements and optimizations based on industry best practices.
   • Participate in user feedback sessions to identify areas for improvement.

Qualifications and Experience:

• Qualification in Information Technology, or related CRM Certifications.
• Minimum 3 years of hands-on experience as a Microsoft Dynamics CRM Functional Consultant.
• Proficiency in configuring Microsoft Dynamics CRM modules and customizing entities.
• Strong communication skills and ability to work collaboratively with cross-functional teams.
• Certification in Microsoft Dynamics 365 CRM is highly desirable.