Dynamics 365 CRM Functional Lead - Independent Consultants Only

Dynamics 365 CRM Functional Lead - Independent Consultants Only

Posted 1 week ago by SANS

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Negotiable
Undetermined
Remote
Remote
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Agile Methodology Application Programming Interface (API) Business Analysis Business Process Constituent Relationship Management Customer Insights Customer Relationship Management (CRM) Software Data Integrity Data Management Data Migration Management Microsoft Dynamics 365 Project Management Stakeholder Engagement Stakeholder Management Systems Architecture Workflows

Summary: The Dynamics 365 CRM Functional Lead role is designed for independent consultants with expertise in the Dynamics CRM platform. The position requires strong business analysis skills, stakeholder engagement, and the ability to manage multiple projects effectively. Candidates should have a proven track record in CRM functionalities, particularly within sales, marketing, and customer service processes. The role emphasizes problem-solving and communication skills, along with a proactive approach to continuous improvement.

Key Responsibilities:

  • Translate business needs into functional requirements.
  • Set up workflows, dashboards, and custom fields within Dynamics CRM.
  • Ensure data integrity, migration, and reporting.
  • Manage relationships across multiple teams and stakeholders.
  • Troubleshoot issues and implement effective solutions.
  • Utilize Agile or Waterfall methodologies for CRM projects.
  • Coach and train end-users for adoption and best practices.

Key Skills:

  • Deep understanding of the Dynamics CRM platform and its functional capabilities.
  • Strong skills in data management and reporting.
  • Excellent stakeholder management and communication skills.
  • Highly analytical with strong problem-solving abilities.
  • Ability to manage multiple projects and priorities effectively.
  • Relevant qualification or certification in CRM systems or project management.
  • Experience with system integrations and data migration.

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Dynamics 365 CRM Functional Lead:

Key Skills

  • CRM Expertise: Deep understanding of the Dynamics CRM platform and their functional capabilities.
  • Business Analysis: Ability to translate business needs into functional requirements.
  • Configuration Skills: Experience in setting up workflows, dashboards, and custom fields.
  • Data Management: Strong skills in data integrity, migration, and reporting.
  • Stakeholder Engagement: Skilled in managing relationships across multiple teams.
  • Problem-Solving: Ability to troubleshoot issues and implement effective solutions.
  • Project Management: Familiarity with Agile or Waterfall methodologies for CRM projects.
  • Communication: Clear and concise verbal and written communication skills.
  • Technical Awareness: Understanding of integrations, APIs, and system architecture.
  • Training & Support: Ability to coach and train end-users for adoption and best practice.

    We d Love To Hear From Someone That
  • Has proven experience as a CRM Functional Lead or similar role.
  • Has relevant experience / exposure to working in a payroll and EOR environment
  • Possesses strong knowledge of CRM platform Dynamics 365.
  • Understands business processes across Sales, Marketing, and Customer Service and their usage within D365 CRM e.g. Customer Insights / Sales Hub etc
  • Has excellent stakeholder management and communication skills.
  • Is highly analytical with strong problem-solving abilities.
  • Can manage multiple projects and priorities effectively.
  • Demonstrates a proactive approach to continuous improvement.
  • Ideally has experience with system integrations and data migration.
  • Holds a relevant qualification or certification in CRM systems or project management.
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