Microsoft -CRM Functional -Senior
EY
EY
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Drive the functional design and implementation of D365 CRM solutions, ensuring they align with business objectives and industry best practices. Engage with clients to capture, analyze, and document business requirements, transforming them into detailed functional specifications for D365 CRM. Conduct workshops and interviews with stakeholders to understand their needs and challenges, facilitating prioritization of requirements.
Design and configure D365 CRM modules, including Sales, Customer Service, Marketing, and Field Service, to enhance business processes. Develop and maintain comprehensive functional documentation, such as business process flows and user stories. Provide essential training and support to end-users to ensure successful adoption of D365 CRM solutions. Collaborate closely with technical teams to accurately translate functional requirements into technical specifications.
Continuously stay updated on the latest D365 CRM features and updates, offering insights and recommendations for ongoing improvement. Participate actively in project planning and management, ensuring the timely achievement of project milestones and objectives.
Hold a Bachelor's degree in Business Administration, Information Technology, or a related discipline. Possess a minimum of 5 years of experience as a Microsoft Dynamics 365 CRM functional consultant. Demonstrate a robust understanding of CRM principles, data modeling, and business processes across diverse industries.
Gain proficiency in D365 CRM modules, specifically in Sales (lead/opportunity management, forecasting, pipeline), Customer Service (case management, SLAs, knowledge management), Marketing (campaign management, lead scoring, segmentation), and Field Service (work order management, scheduling, inventory).
Exhibit excellent business analysis capabilities, including requirements elicitation, process mapping, and stakeholder management. Showcase strong problem-solving acumen and the ability to work both independently and collaboratively within a team. Possess outstanding communication and interpersonal skills, essential for building effective relationships with clients and stakeholders.
EY Global Delivery Services ( EY GDS)
Management Consulting