MS-CRM Configuration Functional Maker
Posted 21 Jul 2026
Advertised as “MS-CRM technical - D365 CE Configuration -Functional Maker-Senior”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5+ yrs
- Management level
- Individual contributor
No salary listed for this role.
Field of studyBusiness Administration, Information Technology (or related)
Study levelBachelor's
CertificationsMB-200, MB-210, MB-220
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Key Responsibilities:
- Lead the functional design and implementation of D365 CRM solutions, ensuring alignment with business requirements and best practices.
- Collaborate with clients to gather, analyze, and document business requirements, translating them into functional specifications for D365 CRM.
- Conduct workshops and interviews with stakeholders to understand their needs and pain points, facilitating discussions to prioritize requirements.
- Design and configure D365 CRM modules, including Sales, Customer Service, Marketing, and Field Service, to optimize business processes.
- Develop and maintain functional documentation, including business process flows, user stories, and acceptance criteria.
- Provide training and support to end-users, ensuring successful adoption of D365 CRM solutions.
- Collaborate with technical teams to ensure that functional requirements are accurately translated into technical specifications.
- Stay current with the latest D365 CRM features and updates, providing insights and recommendations for continuous improvement.
- Participate in project planning and management activities, ensuring timely delivery of project milestones and objectives.
Qualifications:
- Bachelor’s degree in Business Administration, Information Technology, or a related field.
- Minimum of 5 years of experience in Microsoft Dynamics 365 CRM functional consulting.
- Strong understanding of CRM concepts, data modeling, and business processes across various industries.
Proficiency in D365 CRM modules, including:
- Sales: Lead and opportunity management, sales forecasting, and pipeline management.
- Customer Service: Case management, service level agreements (SLAs), and knowledge management.
- Marketing: Campaign management, lead scoring, and customer segmentation.
- Field Service: Work order management, resource scheduling, and inventory management.
- Excellent business analysis skills, including requirements gathering, process mapping, and stakeholder management.
- Strong problem-solving skills and the ability to work independently and as part of a team.
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.