3K Technologies - D365 CRM Functional Consultant

• : D365 CRM Functional Consultant
• Experience: 4+ years
• Mode of employment: Permanent

Summary : Functional consultant with MS CRM background, having worked on the MS CRM product extensively and done 1 - 4 end to end implementations. Worked on CRM 2011/ 2013/2015/2016 & CRM online version. Experience working with Latest versions is preferred.

• Day to Day Task and Responsibility: Understand project implementation Lifecycle.

Configuring Skills:

• CRM forms and fields, views, Sub grids, Relationships, Business Rules, Business Workflow.

• Solutioning of the Requirement.

• CRM Dashboard, Charts, and reports Development (excluding SSRS reports).

• Understanding of Security Model of CRM.

• Aware of mobility in MS CRM and access of MS CRM via Outlook and MS Teams

• Knowledge on Dynamics Power Portal configuration (preferred).

• Understanding integration framework

Design Skills:

• Understand the functional capabilities and limitations for out of the box functionality as well as custom code.

• Identify creative workarounds to meet requirements without the development of custom code.

• Estimation of tasks. (Pre-sales) (4Years + Experienced)

• Able to articulate and understand the pain points of customer.

• Able to create SOW/FRD and FSD documents and Fit gap analysis. (Pre-sales) + (Post sales)

• Able to stich a story line in pre-sales and demonstrating the articulation of the prospects need. (Pre-Sales)

• Knowledge of Licensing would be an added advantage. (Pre-sales)

• Setting up Product Catalogues and knowledge of Service Management with SLA.

• Understanding of Sales cycle: From Lead to Opportunity to Quote to Order to Invoice. (Pre-Sales) + (Post Sales)

Support Skills:

• Develop solutions, Resolve the issues where no code is involved.

• Provide functional support to existing CRM clients.

• Taking note of CR and managing the tickets

Behavioural Skills:

• Superior organizational, writing, interpersonal and communication skills, attention to details, ability to multi-task and meet deadline.

• Candidate should be willing to travel onsite / offshore for short term/long term.

• Should be customer facing with excellent analytical and communication skills.

• Must have good communication skills.

Other Preferred Skills:

• Have done projects on premise and cloud, support, upgrade, and Migrations.

• CRM Portals

• Microsoft Dynamics Marketing

• Field Service

• Project Service

• Office 365 Administration (CRM Related).

• Microsoft Dynamics CRM certifications required.

• Data migration experience and integration mappings.

- Can Design and articulate to technical team to integrate business processes and data flows between

CRM applications and other applications, such as back office/ERP applications.

• Power BI knowledge is a plus.

• Lead functional discussions with clients.

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