Microsoft Dynamics 365 Transformation Consultant (F2F Interview)

Microsoft Dynamics 365 Transformation Consultant (F2F Interview)
Location: New York, NY (Hybrid 3 Days)
Interview Process: 3 rounds (2nd round in-person)

Local Candidates only. Must have financial experience & LinkedIn

Job Summary

Client is seeking an experienced Microsoft Dynamics 365 Transformation Consultant to lead end-to-end digital transformation initiatives centered on a highly customized D365 CRM environment. This role requires a hands-on consultant who can bridge business and technical stakeholders, drive user adoption, and guide the organization through process and system change within a complex, customized Dynamics 365 implementation.

Responsibilities

• Lead end-to-end digital transformation projects involving Microsoft Dynamics 365 CRM, from requirements gathering through deployment and adoption.
• Assess and document existing email-to-case and system-to-case management workflows within a highly customized D365 customer service model-driven application.
• Create process diagrams and document detailed business requirements in partnership with stakeholders.
• Manage user adoption efforts and proactively address adoption challenges across impacted teams.
• Partner closely with IM Operations stakeholders to understand user pain points, translate them into actionable documentation, and present findings and recommendations.
• Negotiate priorities and scope with the transformation team to align business needs with delivery timelines.
• Support user training sessions and solution demos as needed.

Required Qualifications

• 8+ years of relevant professional experience.
• Strong hands-on experience with Microsoft Dynamics 365 CRM, specifically the customer service model-driven application, including working knowledge of email-to-case and system-to-case management.
• Demonstrated experience with highly customized D365 environments (not out-of-the-box implementations).
• Strong business analysis skills, including process diagramming and business requirements documentation.
• Proven track record leading end-to-end digital transformation projects, including managing user adoption challenges.
• Excellent communication and stakeholder management skills, with the ability to engage both business and technical audiences, document pain points, and present to leadership.
• Strong negotiation skills for working cross-functionally with transformation teams.

Preferred Qualifications

• Experience conducting user training sessions and solution demonstrations.
• Salesforce CRM experience.
• Experience integrating Dynamics 365 with GenAI and Copilot capabilities.
• IM Operations domain experience.