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Job Details

Skills

Microsoft Dynamics 365 CRM
Dynamics 365 CRM
Dynamics CRM
D365 CRM
Microsoft Dynamics 365 Customer Service
Customer Service Hub
Model Driven Apps
Model-Driven Applications
Email to Case
Case Management
Case Lifecycle Management
CRM Transformation
CRM Implementation
CRM Modernization
CRM Functional Consultant
Dynamics 365 Functional Consultant
Business Analyst
Business Analysis
Requirements Gathering
Business Requirements Documentation (BRD)
Functional Requirements
Process Mapping
Process Flow Diagrams
BPMN
User Stories
Gap Analysis
Business Process Improvement
Digital Transformation
Change Management
User Adoption
Stakeholder Management
Workshop Facilitation
Client Interaction
Documentation
UAT
User Acceptance Testing
End User Training
CRM Demo
Microsoft Power Platform
Power Apps
Power Automate
Microsoft Copilot
Dynamics 365 Copilot
Copilot Studio
Generative AI
GenAI
AI Copilot
Salesforce CRM
Salesforce Service Cloud
Investment Management

Microsoft Dynamics 365 CRM
Dynamics 365 CRM
Dynamics CRM
D365 CRM
Microsoft Dynamics 365 Customer Service
Customer Service Hub
Model Driven Apps
Model-Driven Applications
Email to Case
Case Management
Case Lifecycle Management
CRM Transformation
CRM Implementation
CRM Modernization
CRM Functional Consultant
Dynamics 365 Functional Consultant
Business Analyst
Business Analysis
Requirements Gathering
Business Requirements Documentation (BRD)
Functional Requirements
Process Mapping
Process Flow Diagrams
BPMN
User Stories
Gap Analysis
Business Process Improvement
Digital Transformation
Change Management
User Adoption
Stakeholder Management
Workshop Facilitation
Client Interaction
Documentation
UAT
User Acceptance Testing
End User Training
CRM Demo
Microsoft Power Platform
Power Apps
Power Automate
Microsoft Copilot
Dynamics 365 Copilot
Copilot Studio
Generative AI
GenAI
AI Copilot
Salesforce CRM
Salesforce Service Cloud
Investment Management

Summary

Job Description Dynamics 365 CRM Transformation Consultant

Title: Dynamics 365 CRM Transformation Consultant
Location: Remote
Duration: Contract

Job Summary

We are seeking an experienced Microsoft Dynamics 365 CRM Transformation Consultant to lead enterprise CRM transformation initiatives. The ideal candidate will have strong expertise in Microsoft Dynamics 365 Customer Service (Model-Driven Apps), business analysis, process improvement, and digital transformation. This role requires close collaboration with business stakeholders, product owners, operations teams, and technical teams to gather requirements, optimize business processes, improve user adoption, and successfully deliver CRM transformation projects.

Candidates with Investment Management (IM) Operations, Salesforce CRM, and Dynamics 365 Copilot/GenAI experience are highly preferred.

Key Responsibilities

Lead end-to-end Microsoft Dynamics 365 CRM transformation initiatives.
Analyze existing CRM processes and recommend improvements.
Gather, analyze, and document business and functional requirements.
Create business process flows, process maps, and functional documentation.
Work extensively with Dynamics 365 Customer Service Model-Driven Apps.
Configure and optimize Email-to-Case and Case Management processes.
Partner with business users to understand operational pain points.
Drive user adoption, change management, and digital transformation activities.
Conduct stakeholder workshops and facilitate requirement sessions.
Coordinate with development, QA, and business teams throughout project delivery.
Present solutions, negotiate priorities, and provide implementation guidance.
Support UAT, user training sessions, demos, and production rollout.
Collaborate on CRM modernization initiatives involving Microsoft Copilot and GenAI where applicable.

Required Skills

Microsoft Dynamics 365 CRM
Dynamics 365 Customer Service
Model-Driven Apps
Email-to-Case
Case Management
Business Analysis
Requirements Gathering
Functional Documentation
Process Mapping
Business Process Modeling
Digital Transformation
User Adoption
Change Management
Stakeholder Management
Workshop Facilitation
Excellent Communication Skills

Preferred Skills

Microsoft Copilot
Dynamics 365 Copilot
Generative AI (GenAI)
Power Platform
Power Automate
Power Apps
Salesforce CRM
Investment Management Operations
Financial Services Domain
User Training
CRM Demonstrations

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91081414
Position Id: 9028108
Posted 5 hours ago

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Sai Sekhar

Recruiter @ Cyber Sphere LLC

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Principal Dynamics 365 CRM Consultant-Remote

Skills

Summary

Job Description Dynamics 365 CRM Transformation Consultant

Job Summary

Key Responsibilities

Required Skills

Preferred Skills

Dice Job Match Score™

Sai Sekhar

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