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CompQsoft

Senior Functional Consultant – Microsoft Dynamics 365 CE

CompQsoft

. Deliver CRM, sales automation, and enterprise business application solutions .

Posted 10/13/2026full-timeRemote • United StatesSenior💰 $125,000 - $130,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates extensive experience in delivering CRM and enterprise business application solutions, with a strong focus on Microsoft Dynamics 365 Sales and Customer Engagement. Capable of leading functional implementations, defining integration and migration requirements, and collaborating effectively with cross-functional teams.

Highest-signal resume keywords
Microsoft Dynamics 365 Customer EngagementCRM Solutions DeliveryLead ManagementData ValidationUAT Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Dynamics 365 SalesProcess FlowsFit-Gap AssessmentsMigration Scope DefinitionIntegration RequirementsData MappingTransformation RulesFunctional SpecificationsTesting LeadershipBusiness Requirements Documentation
Soft Skills
Analytical SkillsFacilitation SkillsProblem-Solving SkillsCollaboration SkillsPresentation Skills
Tools & Technologies
DataversePower AppsPower AutomatePower BIAzure DevOpsMicrosoft 365 Integrations
Certifications & Qualifications
Microsoft Dynamics 365 CertificationsPower Platform Certifications
Industry Keywords
Sales AutomationEnterprise Business ApplicationsLegacy CRM MigrationsMulti-Entity OrganizationsConsulting Experience

Tech Stack

Tools & technologies
Azure

About the role

Key responsibilities & impact
  • Deliver CRM, sales automation, and enterprise business application solutions
  • Provide functional leadership for Dynamics 365 Sales and Customer Engagement implementations
  • Lead discovery workshops and develop requirements, process flows, user stories, fit-gap assessments, and functional specifications
  • Define migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation
  • Define integration, security, and reporting requirements
  • Lead testing, UAT, training, cutover, and post-go-live support
  • Collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers
  • Produce current-state and future-state process documentation
  • Create business requirements, functional designs, acceptance criteria, configuration workbooks, and requirements traceability
  • Prepare migration mappings, data dictionaries, validation criteria, test scripts, UAT plans, defect records, business sign-offs, training materials, cutover checklists, and support documentation

Requirements

What you’ll need
  • 8–12 years of experience delivering CRM, sales automation, or enterprise business application solutions, including at least 5 years of hands-on Microsoft Dynamics CRM or Dynamics 365 Customer Engagement experience
  • Significant functional expertise in Dynamics 365 Sales and experience as a Senior Functional Consultant or Functional Lead
  • Strong understanding of lead management, opportunity management, forecasting, quoting, pipeline management, and order handoff
  • Proven experience leading discovery workshops and developing requirements, process flows, user stories, fit-gap assessments, and functional specifications
  • Strong experience defining migration scope, source-to-target mappings, transformation rules, data validation, and reconciliation
  • Working knowledge of Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations
  • Experience defining integration requirements and supporting enterprise system implementations
  • Experience leading testing, UAT, training, cutover, and post-go-live support
  • Strong analytical, facilitation, documentation, presentation, and problem-solving skills
  • Ability to collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers
  • Experience with Azure DevOps or a comparable delivery platform
  • Preferred: Enterprise CRM assessments, modernization programs, and migrations from legacy CRM platforms or Salesforce
  • Preferred: Experience with Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center
  • Preferred: Experience with Dynamics 365 Finance and Supply Chain Management or Business Central integrations
  • Preferred: Familiarity with Copilot Studio, AI-enabled sales processes, Microsoft Fabric, and enterprise analytics
  • Preferred: Experience supporting global, multi-entity, multi-brand, or multi-territory organizations
  • Preferred: Consulting or systems integration experience, familiarity with Microsoft FastTrack practices, and exposure to regulated industries
  • Preferred: Ability to mentor Functional Consultants and Business Analysts
  • Preferred: Relevant Microsoft certifications in Dynamics 365 or Power Platform