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Akkomplish USA LLC
155 Gibbs St 4th Floor, Rockville Maryland 20850 United States
Position title
Microsoft Dynamics 365 CRM Consultant
Responsibilities
- Consultation & Needs Analysis:
- Work closely with clients to understand their CRM needs and business goals.
- Analyze current business processes and identify areas for improvement using Dynamics 365 CRM.
- Provide strategic recommendations for optimizing CRM performance and driving customer engagement.
- Solution Design & Implementation:
- Design customized Dynamics 365 CRM solutions based on client requirements.
- Configure, customize, and integrate Dynamics 365 CRM modules (Sales, Marketing, Customer Service, Field Service, etc.).
- Collaborate with technical teams to ensure seamless implementation and integration with other systems (ERP, Power Platform, etc.).
- Data Migration & Integration:
- Assist with data migration from legacy CRM systems into Dynamics 365.
- Integrate Dynamics 365 CRM with third-party applications, ensuring data integrity and system efficiency.
- Customization & Configuration:
- Customize CRM workflows, forms, views, and dashboards to meet business needs.
- Set up and configure user roles, security settings, and access permissions.
- Use Power Automate, Power BI, and other tools to enhance CRM capabilities.
- Training & Support:
- Develop training materials and conduct workshops to train end-users on the Dynamics 365 CRM platform.
- Provide ongoing support to clients to resolve technical issues, implement updates, and ensure system optimization.
- Prepare user guides and documentation for client use.
- Testing & Troubleshooting:
- Conduct system testing, including unit, integration, and user acceptance testing, to ensure successful CRM implementation.
- Troubleshoot and resolve system issues during and after implementation.
- Project Management:
- Lead or assist in CRM implementation projects, ensuring timely delivery and client satisfaction.
- Work collaboratively with project teams to ensure CRM solutions meet client expectations, deadlines, and budget requirements.
- Create and maintain project documentation, including project plans, status reports, and risk assessments.
- Process Optimization & Reporting:
- Identify opportunities to optimize business processes using CRM automation.
- Create custom reports and dashboards for business insights and decision-making.
- Provide recommendations for continuous improvement in customer engagement and retention.
Qualifications
- Bachelor’s degree in Business, Information Technology, or a related field.
- Extensive experience with Microsoft Dynamics 365 CRM modules (Sales, Marketing, Customer Service, Field Service, etc.).
- Strong understanding of CRM best practices and customer engagement strategies.
- Experience with customization, configuration, and integration of Dynamics 365 CRM.
- Knowledge of Power Platform (Power Automate, Power BI) and their integration with CRM.
- Familiarity with Azure services and Dynamics 365 Customer Insights is a plus.
- Previous experience working with Sage X3 is an added advantage.
- Microsoft Dynamics 365 certification is highly preferred.
Skills
- Strong analytical and problem-solving skills.
- Excellent communication and client-facing skills.
- Ability to manage multiple projects and work collaboratively with cross-functional teams.
- Proficiency in CRM configuration, customization, and integration.
- Familiarity with Agile or other project management methodologies.
Hiring organization
Employment Type
Full-time
Industry
IT-Software, Software Services
Job Location
Ahmedabad
Experience
2-5 Years
No. of Openings
2
Working Hours
10 to 7
