- Lead discovery workshops with sales, marketing, customer service, and IT stakeholders to document current-state processes and define future-state requirements
- Design and configure D365 Sales capabilities including leads, opportunities, pipeline, quotes/orders, pricing, and Copilot features
- Lead business-facing migration workshops, define source-to-target mappings, and manage data cleansing/reconciliation
- Conduct fit-gap analysis and recommend configuration-first solutions within D365/Power Platform
- Define integration requirements between D365 Sales and external platforms like ERP, finance, and marketing systems
- Support functional, SIT, and UAT testing, training, adoption, and post-go-live hypercare
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