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Techno-Functional Consultant - Microsoft D365 Sales (CRM)

Techno-Functional Consultant - Microsoft D365 Sales (CRM)

CXG, , Pakistan, Pakistan
26 days ago
Job description

3 weeks ago Be among the first 25 applicants

We are seeking a Techno-Functional Consultant for Microsoft Dynamics 365 Sales (CRM) who will act as the key interpreter, problem-solver, and strategist for digital transformation. You will bridge business needs with technical solutions, ensuring seamless integration across sales, marketing, finance, and customer relationship management functions. Your expertise will drive process efficiency, maximize system utilization, and support business growth through innovation.

What You Will Be Doing

Functional Responsibilities

  • Leverage expertise in Microsoft Dynamics 365 Sales functionalities, including Activities, Accounts, Leads, Quotes, Orders, Invoices, and Configurations
  • Analyse and map business processes across departments (Sales, Marketing, Finance) and recommend process improvements
  • Collaborate with stakeholders to understand business stories and identify opportunities for process automation and digital transformation
  • Design, configure, and implement enhancements to Microsoft D365 Sales, ensuring optimal performance and business alignment
  • Provide ongoing support, training, and documentation to end-users, ensuring effective system utilization
  • Develop and implement change management strategies to ensure smooth adoption of new system features

Technical Responsibilities

  • Work closely with technical teams to translate functional requirements into technical design specifications
  • Configure workflows and business process automation using Power Automate
  • Customize forms, dashboards, and reports to meet business needs, ensuring a seamless user experience
  • Develop and maintain integrations between Microsoft D365 Sales and other platforms (e.g., D365 Finance & Operations, Customer Insights)
  • Conduct system testing, troubleshooting, and performance optimization
  • Support data migration, system upgrades, and feature enhancements, ensuring minimal business disruption

    • Requirements

    What you will bring along

  • Bachelor's degree in Business Administration, Finance, Management Information Systems, or a related field. Equivalent experience will also be considered
  • Minimum 5 years of combined functional and technical experience with Microsoft Dynamics 365 Sales (CRM)
  • Hands-on experience with workflow approval configuration, customization, and automation
  • Strong knowledge of Power Automate, Power Apps, and Power BI
  • Exposure to Microsoft D365 Finance & Operations
  • Experience developing and configuring KPI-based reports and dashboards
  • Ability to define and document business requirements and translate them into technical solutions
  • Strong troubleshooting skills with a problem-solving mindset
  • Excellent stakeholder communication and collaboration skills
  • Knowledge of project management principles and agile methodologies

    • If you have what we are looking for, please attach your updated resume with your contact details. Should your profile fit the requirements for the role, we will get in touch with you to discuss the role in more detail and potential next steps.

    To know more about us, please visit our website :

    Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Accounting / Auditing
  • Industries : IT Services and IT Consulting

    • Referrals increase your chances of interviewing at CXG by 2x

    Principal Functional Consultant – D365 Finance & Operations and Business Central

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    CompTIA Certified Technical Trainer (CTT+)

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    Sales Consultant • , , Pakistan, Pakistan