Dynamics 365 CRM Consultant
Surgo PTY Ltd
- Cape Town, Western Cape
- Permanent
- Full-time
The Dynamics CRM Consultant will be responsible for reviewing client business processes, re-engineering the client’s processes to improve efficiency, and performing many of the functional tasks required for a successful CRM implementation.Responsibilities:
- Lead requirements gathering sessions
- Documentation of business processes and requirements
- Lead the development of Use Cases and Design document artifacts to effectively convey requirements
- Configuration of Dynamics CRM
- Test script creation, planning and execution
- Train documentation creation
- Delivery of on-site and virtual training sessions
- Documentation of Data Mapping for integration and migration tasks
- Professional experience of Dynamics 365 for Sales, Customer Service, Marketing, Portals
- Professional experience of Microsoft Power Platform and plugins
- Professional experience of the methods and tools used to customize and extend Dynamics 365 solutions
- Experience in Power Platform (Power Apps Portals, Canvas and Model Driven Apps, Power Automate, Power BI) and Common Data Service
- Strong workshop, facilitation and presentations skills
- Good understanding of DevOps
- Good understanding of testing methodologies
- Certifications – Six Sigma, Lean, Agile desirable
- Work proficiency in English required