MS Dynamics CRM Functional Consultant

1. Engage with technical teams to ensure alignment between business needs and product development.
2. Ensure thorough documentation and traceability of requirements throughout the product development lifecycle.
3. Collaborate with stakeholders to gather and document business requirements, translating them into clear user stories, use cases, and functional specifications.
4. Work closely with the design and development teams to create blueprints and UI designs for CRM/SaaS applications, ensuring they meet business goals and user expectations.
5. Conduct user experience research to optimize design and functionality.
6. Provide guidance on design best practices for CRM and SaaS platforms to improve user experience and overall product usability
7. Graduate in any discipline with IT related course
8. Experience in Banking domain is MUST
9. Functional knowledge on all CRM modules like Sales, Customer Service, Marketing & Field Service etc.
10. Experience working as functional consultant in minimum 4-5 CRM implementations
11. Strong ability to drive the discussions with Business Analyst, Product owners and customers
12. Analyze and document current business processes, workflows, and systems
13. Collaborate with stakeholders to define business requirements and functional specifications
14. Create and maintain project documentation, including process flows, user stories, and use cases
15. Work with the Dynamics 365 CRM Functional and Technical Consultants to design and configure solutions that meet the client s business needs
16. Provide guidance and support to clients during the implementation process, including training and troubleshooting
17. Provide support to clients during testing and go-live phases
18. Keep up-to-date with the latest industry developments and product updates related to Dynamics 365 CRM
19. Ability to configure OOB features in CRM Ability to translate business problems to functional requirements
20. Map requirements to functional modules
21. Ability to make fit gap analysis
22. Demonstration skills to explain the functional approach to technical team
23. Excellent communication skills
24. Knowledge on Power platform PowerApps, Power Automate, PVA Documentation skills to write FDD, wire frames, Visio and process documents.
25. Knowledge on CRM Integrations, best practices, and DevOps

Required Skills