KOLKATA · FULLTIME
Senior - Microsoft CRM Functional

Ernst Young
Kolkata · onsite · Posted 4d ago
Sourced from
Undisclosed5–10 yrsfulltimeKolkata
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Section · 01
About this role
Key Responsibilities
- Lead the functional design and implementation of D365 CRM solutions, ensuring alignment with business requirements and best practices.
- Collaborate with clients to gather, analyze, and document business requirements, translating them into functional specifications for D365 CRM.
- Conduct workshops and interviews with stakeholders to understand their needs and pain points, facilitating discussions to prioritize requirements.
- Design and configure D365 CRM modules, including Sales, Customer Service, Marketing, and Field Service, to optimize business processes.
- Develop and maintain functional documentation, including business process flows, user stories, and acceptance criteria.
- Provide training and support to end-users, ensuring successful adoption of D365 CRM solutions.
- Collaborate with technical teams to ensure that functional requirements are accurately translated into technical specifications.
- Stay current with the latest D365 CRM features and updates, providing insights and recommendations for continuous improvement.
- Participate in project planning and management activities, ensuring timely delivery of project milestones and objectives.
- Bachelors degree in Business Administration, Information Technology, or a related field.
- Minimum of 5 years of experience in Microsoft Dynamics 365 CRM functional consulting.
- Strong understanding of CRM concepts, data modeling, and business processes across various industries.
- Sales: Lead and opportunity management, sales forecasting, and pipeline management.
- Customer Service: Case management, service level agreements (SLAs), and knowledge management.
- Marketing: Campaign management, lead scoring, and customer segmentation.
- Field Service: Work order management, resource scheduling, and inventory management.
- Excellent business analysis skills, including requirements gathering, process mapping, and stakeholder management.
- Strong problem-solving skills and the ability to work independently and as part of a team.
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and stakeholders.
- Microsoft Dynamics 365 certifications (e.g., MB-200, MB-210, MB-220).
- Experience with Power Platform (Power Apps, Power BI, Power Automate).
- Familiarity with Agile methodologies and project management practices.
- Understanding of security and compliance requirements in CRM implementations.
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Section · 02
Skills
AgilecrmCampaignbusiness processcase managementBusiness RequirementsCustomer SegmentationBusiness AnalysisCapital MarketsCampaign ManagementAdministrationcomplianceCommunication And Interpersonal Skills
Section · Company
About Ernst & Young

Ernst Young
Management Consulting
44k+
employees
2002
24 years old
Gurgaon / Gurugram, Haryana
India
₹15.3L PA avg
Avg at Ernst & Young
About
At EY, our purpose is Building a better working world. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over.
Industries
Management Consulting
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