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Senior CRM Functional Consultant

  • Location


  • Sector:

    Financial Services

  • Salary:


  • Contact:

    Veronique Amaira

  • Job Reference:


  • Published:

    3 months ago

  • Expiry:


  • Client Details:


A Senior CRM Functional Consultant is required to join an established international firm in Advisory and Financial services.

You will be involved in the business processes and solution designs.

  • Hands on configuring and customizing the implementation of Dynamics CRM solutions working with both onshore and offshore development teams.
  • Organising, managing and documenting workshops, meetings and requirements sessions with internal and external users
  • Delivering high quality business and software solutions and services to clients ensuring the implementation of best practices
  • Creating high quality and sustainable client solutions and project documentation including support for testing activities
  • Delivering consultancy and configuration work according to their project methodology, ensuring that all software applications are implemented successfully according to SLA’s
  • Working on the creation of Dynamics 365 solutions


Education and Skills Required:


  • University graduate with relevant degree within a computing or business
  • Microsoft Dynamics CRM Certifications (2016, D365) would be considered an asset
  • Minimum 4 years hands-on proven functional experience in CRM configuration, standard workflows, dashboards, forms, views and standard reports development is a must
  • Strong functional knowledge and understanding of Microsoft Dynamics CRM
  • Working knowledge of the Power Platform (Power Apps, Flow, Power BI)
  • Good understanding of Dynamics 365 Common Data Model and Common Data Model including the customisations and development of Business Data Models for different solutions
  • Experience in a delivery-orientated IT environment using waterfall and agile methodologies
  • Project documentation experience especially for work packages to be implemented by offshore teams
  • Business process mapping, modelling and documentation knowledge