Microsoft Dynamics 365 Consultant (F&O + CRM)

Senior Microsoft Dynamics 365 Consultant (F&O + CRM)

Mode of Work- Remote

Mode of hire- Contract

 

Role Overview

The D365 F&O + CRM Functional Consultant is responsible for end-to-end design, implementation, and optimization of Microsoft Dynamics 365 Finance & Operations (primary focus) along with Customer Engagement (CRM) capabilities.

This role bridges finance, operations, and customer engagement processes, enabling integrated enterprise solutions for multi-entity, multi-country organizations across USA and India.

The consultant will act as a functional lead and trusted advisor, driving finance-led digital transformation while ensuring seamless integration with CRM processes such as sales, customer service, and field operations.

Key Responsibilities

F&O (Primary) – Finance & Operations Transformation

•              Lead end-to-end design and implementation of D365 Finance & Operations modules:

o             General Ledger, AP/AR, Fixed Assets

o             Procurement & Sourcing, Inventory Management

o             Project Accounting, Budgeting, Costing

•              Conduct fit-gap analysis workshops to translate business requirements into scalable system solutions.

•              Design multi-entity, multi-currency financial and operational processes aligned with US GAAP and India statutory requirements.

•              Define chart of accounts, financial dimensions, and intercompany structures.

CRM (Secondary) – Customer Engagement Enablement

•              Support design and implementation of Dynamics 365 CRM modules:

o             Sales, Customer Service, Marketing (basic to intermediate level)

•              Align CRM processes with F&O workflows such as:

o             Order-to-Cash (O2C)

o             Customer lifecycle management

o             Service billing and contract management

•              Collaborate with CRM teams to ensure seamless integration between CE and F&O (Dataverse, Dual-write).

 

Solution Design & Integration

•              Design integrated solutions across F&O and CRM ecosystems, ensuring data consistency and real-time synchronization.

•              Work with technical teams to define integrations using:

o             Dual-write, APIs, Azure services

•              Ensure scalable and maintainable solution architecture with minimal customization.

 

Data Migration & Reporting

•              Lead data migration strategy using Data Management Framework (DMF):

o             Financial master data, customer/vendor data, transactional data

•              Ensure data integrity, validation, and reconciliation across systems.

•              Design reporting and analytics solutions using:

o             Financial reports, SSRS, and Power BI dashboards

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Implementation & Delivery

•              Drive end-to-end project lifecycle:

o             Requirements → Design → Configuration → Testing → Go-live

•              Lead SIT, UAT, cutover planning, and hypercare

•              Provide user training and documentation for finance and CRM users across regions

 

Stakeholder Management & Consulting

•              Engage with CFOs, business stakeholders, sales leaders, and IT teams

•              Act as a functional advisor for finance and customer engagement transformation

•              Support pre-sales activities:

o             Solution demos, RFP responses, effort estimation

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Governance & Best Practices

•              Ensure adherence to Microsoft best practices and industry standards

•              Define security roles, access controls, and Segregation of Duties (SoD)

•              Drive adoption of OOTB capabilities to minimize customization

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Required Experience (10–14 Years)

•              10–14 years of experience in ERP / CRM consulting

•              Minimum:

o             6+ years in D365 Finance & Operations (mandatory)

o             2–4 years exposure to Dynamics 365 CRM (CE modules)

•              At least 3+ full lifecycle F&O implementations

•              Experience in integrated F&O + CRM solutions

•              Proven exposure to global delivery (USA & India collaboration)

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Functional Expertise

F&O (Mandatory – Strong Depth)

•              Finance (GL, AP/AR, Fixed Assets)

•              Procurement & Inventory

•              Budgeting & Costing

•              Intercompany & Consolidation

CRM (Good to Have / Supporting)

•              Sales & Lead-to-Opportunity flows

•              Customer Service processes

•              Case management & service workflows

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Skills & Qualifications

•              Bachelor’s/Master’s in Finance, Business, Engineering, or related field

•              Certifications preferred:

o             MB-300 (Core Finance & Operations)

o             MB-310 (Finance) / MB-330 (SCM)

o             CRM certifications (MB-210 / MB-230) – good to have

•              Strong skills in:

o             Process mapping (Visio / BPMN)

o             Business analysis & documentation

o             Reporting & analytics using Power BI.

 

 

Mayank Tiwari (MT)

InfiCare Staffing | 22375 Broderick Drive #225 Dulles, VA 20166

Direct: |