Dynamics 365 Sales Consultant
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Job Description
Dynamics 365 Sales Consultant delivering functional consulting services focused on CRM solutions for diverse clients. Collaborating with stakeholders to implement Sales capabilities in Dynamics 365 and the Power Platform.
Responsibilities:
- Conduct workshops with business stakeholders to gather and analyze Sales-related requirements.
- Configure and customize Dynamics 365 Sales components, including entities, forms, views, dashboards, charts, and business processes.
- Implement Sales capabilities such as lead and opportunity management, forecasting, product/catalog setup, sales pipelines, and reporting.
- Develop functional specifications, process flows, documentation, and training materials.
- Advise clients on best practices for Sales processes and CRM usage.
- Prepare demos and contribute to pre-sales activities when needed.
- Stay current on the latest Dynamics 365 and Power Platform updates, AI features, and Microsoft roadmap.
Requirements:
- 8-10 years of experience implementing Dynamics 365 Sales or other CRM platforms
- Strong functional understanding of the end-to-end Sales lifecycle (lead → opportunity → quote → order)
- Experience configuring Dynamics 365: forms, views, charts, business rules, workflows, and sales processes
- Familiarity with Power Platform (Power Automate, Power Apps, Dataverse)
- Excellent communication skills and experience working directly with clients
- Ability to translate business requirements into functional designs and system configurations.
- Microsoft certifications such as MB-210: Dynamics 365 Sales and PL-200: Power Platform Functional Consultant are a plus
- Experience with Customer Service or Marketing modules (nice to have)
- Consulting or enterprise project experience
- Exposure to integration patterns, data migration, or reporting tools (Power BI)
Benefits:
- medical, dental, and vision insurance
- comprehensive employee assistance program
- 401(k) retirement plan
- paid time off and holidays
- paid learning days
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