PowerSuccess Microsoft Dynamics 365 Consultant

north-america

About the Position

PowerObjects, an HCL Technologies Company is seeking a PowerSuccess Dynamics 365 CRM Consultant to join their award winning and growing team. The primary role of the PowerSuccess Dynamics 365 CRM Consultant is to be an outsourced “D365 Champion” to companies implementing for Microsoft Dynamics 365 CRM. The PowerSuccess D365 CRM Consultant manages approximately 400 users (potentially 20-30 clients) at once—getting into each client’s business, understanding their goals and how to make them successful using Dynamics 365 CRM.

Essential Functions

  • Lead and facilitate the Envision sessions with the clients
  • Document and prioritize the list of initiatives in the Rank session
  • Advise customers on best practices for Dynamics 365 CRM processes
  • Configure Dynamics 365 CRM to model the client’s processes using the out-of-the-box configuration toolset including: o Customizing entities, fields, forms, and views; o Dashboards; o Report Wizard Reports; o Workflows and Dialogs
  • Write specifications for customizations that would be completed via fixed fee by other members of the team
  • Review work that is completed as part of the Render deliverable
  • Have regular meetings and communications with each client to ensure you are proactively seeking opportunities to improve their business processes
  • Conduct system administrator and end-user training
  • Answering ad-hoc questions
  • Participating in weekly team meetings by actively listening to issues and contributing ideas
  • Distribute information on the latest D365-related and technology news to the team members
  • Write blogs on the latest features and discoveries

Required Skills and Experience

  • Exhibit PowerObjects’ Guiding Principles
  • Experience with Dynamics 365 CRM and/or a similar CRM technology
  • Ability to maintain up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization
  • Experience with conducting business analysis sessions to gather requirements from clients
  • Strong technical skills and understanding of relational databases, including hands-on experience with database design and UI design
  • Excellent verbal and written communication
  • Excellent time management skills required