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VALCE Talent Solutions

Digital CRM Architect – BA

VALCE Talent Solutions

. Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.

Posted 11/9/2026full-timeRemote • MexicoSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in configuring and maintaining Dynamics 365 Sales and Customer Service solutions, with a strong focus on translating business requirements into functional designs. Proficient in conducting fit-gap analysis and facilitating stakeholder workshops to enhance operational efficiency.

Highest-signal resume keywords
Dynamics 365 Sales ConfigurationPower Platform SolutionsFit-Gap AnalysisBusiness Process ReengineeringMicrosoft Certified: Power Platform Functional Consultant Associate

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business AnalysisFunctional ConsultingRequirements ElicitationUser Story ManagementCRM ProcessesConfiguration SpecificationsOperational EfficiencyBacklog ManagementSprint PlanningTechnical Knowledge of Microsoft Dataverse
Soft Skills
Stakeholder EngagementFacilitation SkillsCommunication Skills
Tools & Technologies
Dynamics 365Power AutomateAzure DevOps
Certifications & Qualifications
Microsoft Certified: Power Platform Functional Consultant Associate (PL-200)Microsoft Certified: Power Platform App Maker Associate (PL-100)Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
Industry Keywords
Lead ManagementOpportunity ManagementBusiness RequirementsUser Stories

Tech Stack

Tools & technologies
Azure

About the role

Key responsibilities & impact
  • Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.
  • Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities.
  • Document current-state and future-state business processes.
  • Translate business requirements into functional designs and configuration specifications.
  • Recommend standard platform capabilities before customizations.
  • Configure and maintain Dynamics 365 Sales and Dynamics 365 Customer Service solutions, including tables/entities.
  • Configure user experiences to support business processes and operational efficiency.
  • Create and manage user stories within Azure DevOps or similar platforms.
  • Support backlog management and sprint planning activities.
  • Facilitate business workshops and requirements sessions.
  • Translate business needs into scalable Dynamics 365 and Power Platform solutions.

Requirements

What you’ll need
  • Bachelor's degree in Business, Information Systems, Technology, or related field.
  • 10+ years of Business Analysis and Functional Consulting experience.
  • 6+ years of hands-on experience with Dynamics 365 Sales and Power Automate.
  • Deep understanding of CRM processes including Lead Management, Opportunity Management, Business Requirements, and User Stories.
  • Microsoft Certified: Power Platform Functional Consultant Associate (PL-200) required.
  • Microsoft Certified: Power Platform App Maker Associate (PL-100) preferred.
  • Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate preferred.
  • Advanced English.
  • Experience with Fit-Gap Analysis, Requirements Elicitation, and Business Process Reengineering.
  • Technical knowledge of Dynamics 365 Sales, Dynamics 365 Customer Service, and Microsoft Dataverse.