Senior Functional Consultant - Dynamics 365 Project Operations & Sales

New
H
HSOIT Consulting
IndiaFull-TimeSenior
Salary not disclosed
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Job Details

Experience
8+ years
Required Skills
AgileStakeholder management

Requirements

  • 8+ years of experience in Dynamics 365 implementations.
  • Strong expertise in Dynamics 365 Sales module including sales lifecycle, lead management, and quote-to-order processes.
  • Strong experience in Dynamics 365 CE Project Operations including project setup, resource scheduling, and time & expense capture.
  • Strong understanding of Dynamics 365 Finance & Operations integration with Project Operations using Dual Write.
  • Experience working on projects with Copilot, AI Agents, and automation.
  • Proven track record implementing Dynamics 365 Project Operations solutions in large-scale enterprise deployments.
  • Experience as a Functional Lead or Senior Consultant in at least one international end-to-end Dynamics 365 CRM implementation project.
  • Experience conducting customer workshops and requirement gathering sessions.
  • Strong understanding of implementation methodologies and Agile delivery models.
  • Strong stakeholder management and customer-facing communication skills.
  • Microsoft certifications in Dynamics 365 are preferred.

Responsibilities

  • Lead CRM solution design and functional architecture discussions.
  • Review and approve functional designs, user stories and configurations.
  • Lead functional workshops and discovery sessions for Dynamics 365 Sales and Project Operations implementations.
  • Drive end-to-end solution design across Sales, Project Operations, Finance & Operations and Dual-write integrations.
  • Work closely with stakeholders to define business processes, project delivery models, governance and transformation of roadmaps.
  • Lead implementation activities related to Leads, Opportunities, Projects, Tasks, Journals, Vendors, Price Lists, Time & Expense management, Forecasting, Budgeting, Invoicing and Resource Utilization.
  • Lead design and optimization of complete sales lifecycle processes.
  • Lead AI and Copilot adoption initiatives including Sales Copilot, AI Agents, Activity Tracking and intelligent automation.
  • Collaborate with technical teams for integrations, Power Platform solutions, Canvas Apps, dashboards and reporting.
  • Mentor consultants and ensure best practices, governance and delivery quality.
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