ERP/CRM Consultant

Description

We are looking for an ERP/CRM Consultant to support a long-term contract engagement in Coshocton, Ohio. This role will focus on improving the effectiveness of a D365 environment by refining planning, scheduling, inventory, purchasing, and order management processes across a small but complex user group. The consultant will work closely with business stakeholders to translate operational challenges into practical system solutions, strengthen cross-functional workflows, and expand visibility into critical data and system activity.

Responsibilities:
Assess the current D365 setup and recommend configuration changes that improve material requirements planning and overall system use.
Partner with shipping, sales, and scheduling teams to resolve process disconnects and create clearer ownership across order fulfillment activities.
Evaluate how multiple scheduling tools are being used and design a more efficient approach that reduces manual handoffs and duplicate data entry.
Support optimization of product and rules-based workflows, including complex variant-driven requirements and job shop planning considerations.
Identify suitable add-ons, integrations, or configuration enhancements that improve usability and operational visibility within the ERP environment.
Review current reporting methods and develop better ways to capture, organize, and analyze business data beyond spreadsheet-based pivot reporting.
Strengthen processes related to asset management, inventory control, work orders, and purchasing to improve accuracy and coordination.
Define system access, transaction permissions, and notification rules for external order entry by affiliated business users.
Document business requirements and translate them into system configuration, API, or development recommendations aligned with operational needs.

Requirements

Hands-on experience working as an ERP or CRM consultant in business-critical operational environments.
Strong knowledge of Microsoft Dynamics 365, including configuration and process improvement across supply chain or operations functions.
Ability to gather requirements, produce business requirement documentation, and convert business needs into technical or functional solutions.
Experience with configuration management and identifying effective system enhancements for complex workflows.
Familiarity with API development or integration approaches that connect ERP platforms with supporting applications.
Background in client-side scripting or platform customization to improve usability and workflow performance.
Exposure to Salesforce development or related CRM technologies is helpful.
Strong communication skills with the ability to work directly with end users, schedulers, and operational stakeholders.

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