Functional Consultant

1 month ago


Philippines UNIFY Dots Full time

Your duties include: 

  1. Participating in all phases of the Microsoft Dynamics 365 Sales, Customer Service, Marketing, Project Operations and Field Service ('D365') project life cycle including analysis, design, build, test, train, cutover, operations, and support. 
  2. Conducting client workshops to define business requirements required for them to successfully implement the CRM solution. Capture these requirements in Business Scenario Documents/ Functional Requirements Documents / user stories per the requirements of the project.  
  3. Writing design documents for any customizations and reports for D365. Ensure the design documents capture boundary conditions and include comprehensive test scenarios. 
  4. Configuring D365 per the requirements 
  5. Doing field mapping between D365 and other integrating systems. 
  6. Importing data into D365. 
  7. Performing testing for functional testing, integration testing and automated testing using an automated regression test tool. 
  8. Conducting training for D365 for clients.  
  9. Providing pre-go live and post go live support to clients. 
  10. Providing functional and data import support for D365 and associated technologies including performing root cause analysis and documenting the resolution on the portal. 
  11. Writing 1-2 D365 functional blogs articles per year on the Unify Dots blog. 
  12. Performing other related duties 

Qualifications:

  1. Bachelor's Degree
  2. At least 3+ years of experience in implementing Dynamics 365 CRM
  3. Experience in implementing Dynamics 365 for Customer Service and Sales
  4. Knowledge of Customer Service Hub, Customer Service App, Sales Hub and Sales App
  5. Communication: Good verbal and written English-language communication skills
  6. Certified in Microsoft Dynamics 365 Customer Engagement/ CRM Customization would be an added advantage.



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