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Functional Lead - Microsoft Dynamics 365

Role overview

Summary

This role is for a Functional Lead focused on the design and implementation of CRM solutions using Microsoft Dynamics 365. You will work remotely, translating business processes into effective CRM solutions while collaborating with stakeholders to enhance CRM adoption.

Qualifications

  • 10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
  • Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
  • Good functional expertise across Sales, Customer Service, and Marketing processes/modules.
  • Proven experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
  • Strong analytical, communication, documentation, and stakeholder management skills.

Responsibilities

  • Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
  • Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
  • Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
  • Collaborate with business stakeholders to understand requirements and identify process improvements.

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • English

Hard skills

Other skills

  • Customer Service
  • Analytical Skills
  • Communication

About the company

NorthBay Solutions logo

NorthBay Solutions

  • IT Services & Consulting
  • 201–500
NorthBay is AWS Premier Consulting Partner and also partnered with VMware, CloudRail and SAP in support of our Customers’ AWS cloud journeys. NorthBay helps companies transform their business by unlocking the value of their data in the cloud so they can gain agility and speed in their decision making and innovation. Our specialities include Cloud Migration and Modernization Services, Cloud Application Development, Big Data, Data Lake/Data Warehouse, Machine Learning & AI, DevOps Enablement, Staff Augmentation, Performance & Optimization.

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Job description

Job Title: Functional Lead – Microsoft Dynamics 365
Location: Remote, India

Role Overview:
We are seeking an experienced Functional Lead with 10+ years of experience to lead the functional design and implementation of CRM solutions using Microsoft Dynamics 365 and Power Platform. The role will focus on translating business processes and requirements into effective CRM solutions across Sales, Customer Service, and Marketing.
The position is based on a remote working model but the candidate must be willing to relocate to UAE, if required.

Key Responsibilities:
  • Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
  • Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
  • Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
  • Collaborate with business stakeholders to understand requirements, identify process improvements, and ensure effective CRM adoption.
  • Prepare functional specifications, process documentation, configuration documents, and user guides.
  • Support solution testing, validation, and user acceptance activities.
  • Deliver user training and knowledge-transfer sessions for business users and key stakeholders.
  • Provide functional guidance to technical and implementation teams throughout the CRM lifecycle.
  • Ensure solutions align with CRM best practices, business objectives, and user experience expectations.
Required Experience & Skills:
  • 10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
  • Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
  • Good functional expertise across Sales, Customer Service, and Marketing processes/modules.
  • Proven experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
  • Experience in conducting user training, workshops, UAT, and stakeholder engagement.
  • Strong analytical, communication, documentation, and stakeholder management skills.
  • Ability to translate business needs into practical and scalable CRM solutions.
Key Deliverables:
  • CRM business process maps and functional requirements.
  • Dynamics 365 module configuration and functional design.
  • Functional and user documentation.
  • UAT and business validation support.
  • User training and knowledge-transfer materials.

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