CRM & Process Design Consultant

B2B Process Transformation with Dynamics AI

Overview

This role is responsible for engaging with client stakeholders and program subject matter experts (SMEs) to document current ("as-is") business processes and tool functionality. The consultant will work closely with functional leads to design future ("to-be") processes, leveraging Dynamics AI and user stories tailored for a B2B environment spanning Enterprise accounts to Small and Medium Businesses (SMBs). The role includes coaching functional leads on how to apply Co-Pilot and Co-Pilot Studio to deploy AI to improve sales process and productivity. Also Identifying where Co-Pilot and Co-Pilot Studio cannot solve the to-be vision for a process and a more custom Agent is needed.

Key Responsibilities

• Engage with client stakeholders and program SMEs to capture and analyze existing processes and tool capabilities.
• Facilitate workshops and interviews to document as-is sales, sales operations, and related business functions.
• Support functional leads in designing to-be processes, applying Dynamics AI to optimize business workflows and outcomes.
• Create detailed user stories reflecting business requirements across the full B2B spectrum, from Enterprise to SMB accounts.
• Coach and mentor functional leads on effective process design and the application of AI and automation within Dynamics and draft user stories
• For the AI use cases, help identify and document changes impacting upstream and downstream applications, ensuring alignment and integration.
• Determine and document opportunities for AI and Automation to enhance and support future business functions.

Required Skills & Qualifications

• Proven working knowledge of Dynamics CRM with experience in process mapping and business analysis.
• Familiarity with Salesforce CRM, able to compare and understand nuances between platforms.
• Experience implementing and optimizing Co-Pilot and Co-Pilot Studio within Dynamics CRM.
• Strong understanding of sales processes and customer engagement in a B2B context.
• Experience with automation tools such as Power Automate.
• Exposure to AI platforms including AI Foundry Azure and AI Agents, with an ability to identify and apply AI solutions to business problems.
• Ability to design workshops, facilitate collaboration, and communicate effectively with technical and non-technical stakeholders.
• Strong documentation skills, with the ability to clearly articulate process changes, technical requirements, and functional specifications.

Desirable Attributes

• Proactive, collaborative, and adaptable approach to problem solving.
• Ability to translate complex business needs into practical technology solutions.
• Skilled at coaching and knowledge transfer to empower functional leads and business users.
• Detail-oriented, with a focus on driving project quality and timely delivery.

Tools & Technologies

• Dynamics CRM (including Co-Pilot and Co-Pilot Studio)
• Salesforce CRM
• Power Automate
• AI Foundry Azure
• AI Agents

Summary

This position is ideal for a candidate with expertise in CRM platforms, process design, and AI-driven transformation. The successful applicant will enable client organizations to evolve their sales and sales operations functions, driving efficiency and innovation across the B2B landscape using cutting-edge technology solutions