Senior Functional Consultant – Microsoft Dynamics 365 CE

🔥 7 minutes ago

🇺🇸 United States – Remote

💵 $125k - $130k / year

⏰ Full Time

🟠 Senior

💼 Consultant

👻 Ghost score 3%

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Logo of CompQsoft

CompQsoft

501 - 1000 employees

Founded 1998

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

CompQsoft is a customer-centric digital platform and IT services company. It specializes in enabling businesses and governmental organizations to leverage cutting-edge technologies such as Cloud, Data & AI, App Modernization, Automation, and next-gen technologies like generative AI. With over 25 years of experience, CompQsoft empowers its clients, including commercial enterprises, startups, and federal agencies like the Department of Defense, to maximize their technology investments and achieve superior business outcomes. Their services include software engineering, cybersecurity, unified communication, network management, and cloud services, which drive innovation and productivity across various industry verticals.

📋 Description

• Deliver CRM, sales automation, and enterprise business application solutions • Provide functional leadership for Dynamics 365 Sales and Customer Engagement implementations • Lead discovery workshops and develop requirements, process flows, user stories, fit-gap assessments, and functional specifications • Define migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation • Define integration, security, and reporting requirements • Lead testing, UAT, training, cutover, and post-go-live support • Collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers • Produce current-state and future-state process documentation • Create business requirements, functional designs, acceptance criteria, configuration workbooks, and requirements traceability • Prepare migration mappings, data dictionaries, validation criteria, test scripts, UAT plans, defect records, business sign-offs, training materials, cutover checklists, and support documentation

🎯 Requirements

• 8–12 years of experience delivering CRM, sales automation, or enterprise business application solutions, including at least 5 years of hands-on Microsoft Dynamics CRM or Dynamics 365 Customer Engagement experience • Significant functional expertise in Dynamics 365 Sales and experience as a Senior Functional Consultant or Functional Lead • Strong understanding of lead management, opportunity management, forecasting, quoting, pipeline management, and order handoff • Proven experience leading discovery workshops and developing requirements, process flows, user stories, fit-gap assessments, and functional specifications • Strong experience defining migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation • Working knowledge of Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations • Experience defining integration requirements and supporting enterprise system implementations • Experience leading testing, UAT, training, cutover, and post-go-live support • Strong analytical, facilitation, documentation, presentation, and problem-solving skills • Ability to collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers • Experience with Azure DevOps or a comparable delivery platform • Preferred: Enterprise CRM assessments, modernization programs, and migrations from legacy CRM platforms or Salesforce • Preferred: Experience with Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center • Preferred: Experience with Dynamics 365 Finance and Supply Chain Management or Business Central integrations • Preferred: Familiarity with Copilot Studio, AI-enabled sales processes, Microsoft Fabric, and enterprise analytics • Preferred: Experience supporting global, multi-entity, multi-brand, or multi-territory organizations • Preferred: Consulting or systems integration experience, familiarity with Microsoft FastTrack practices, and exposure to regulated industries • Preferred: Ability to mentor Functional Consultants and Business Analysts • Preferred: Relevant Microsoft certifications in Dynamics 365 or Power Platform

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