• Solution Design & Configuration: Design and configure Dynamics 365 CE modules (Sales, Customer Service, Marketing, Field Service, etc.) to meet client requirements. Ensure the system is set up to optimize workflows, data management, and reporting.
• Client Engagement: Collaborate with stakeholders to gather requirements, analyze business processes, and translate them into functional solutions.
• Technical Leadership: Provide guidance and mentoring to junior consultants and developers on best practices.
Customization & Integration:
• Customize Dynamics 365 CE to match client-specific processes, including custom entities, fields, workflows, and forms. Work with technical teams to integrate Dynamics 365 CE with other business applications, including ERP, marketing, and service platforms.
• Client Advisory & Best Practices:
• Serve as the primary functional advisor for clients, providing expertise on Dynamics 365 CE best practices, industry standards, and how to leverage the platform for business optimization.
• Governance & Security: Implement data governance, security roles, and compliance policies across environments.
• Training & Enablement: Conduct workshops, training sessions, and knowledge transfers to client teams or internal staff.
• Continuous Improvement: Stay up to date with Microsoft’s roadmap, new features, and industry trends to advise clients strategically.
Documentation & Reporting:
• Document functional specifications, configuration settings, and system changes. Prepare regular project status reports and communicate progress to both internal teams and clients.
Collaboration with Cross-functional Teams:
• Work closely with technical teams (developers, system administrators) and project managers to ensure successful solution delivery. Participate in project planning and progress meetings, providing functional expertise throughout the project lifecycle