Delivery Lead
4 weeks ago
Job Title: Dynamics 365 CRM/CE Functional Lead
MUST be Bilingual(French & English)
Contract Duration: 12 Months
Location: Montreal, QC (Hybrid – 2 days in-office required)
Job Overview
We are seeking an experienced Dynamics 365 CRM/CE Functional Lead to support a client engagement project in the financial sector. The ideal candidate has a passion for solving complex business challenges, strong analytical and problem-solving skills, and hands-on experience planning, designing, developing, and implementing Microsoft enterprise solutions.
As a key member of the project delivery team, you will work closely with stakeholders to understand business processes and requirements, collaborate with technical teams to define optimal solutions, support project management to ensure timely and budget-friendly delivery, and assist clients in deploying solutions that transform their organizations.
Key Responsibilities
- Lead requirements gathering workshops and document detailed business requirements.
- Define user stories and end-to-end process flows for Dynamics 365 CRM/CE and Power Platform deployments.
- Refine product backlog items and manage execution during agile sprint cycles.
- Collaborate with technical teams to ensure successful implementation.
- Guide the functional team in solution configuration.
- Develop and execute QA test plans and test cases.
- Create training materials and deliver end-user training.
- Provide support for pre-sales activities, including proposals, scoping sessions, and client demos.
- Maintain strong client communication, lead meetings, and track action items.
- Assist in developing project plans, estimates, and scope for proposals and statements of work.
- Stay updated on Dynamics 365 Customer Engagement applications, Dynamics 365 Copilot, Power Platform, and Azure technologies.
Qualifications & Experience
- 7+ years of experience in business requirements analysis, including gathering, documenting, and maintaining client requirements.
- Hands-on experience configuring Dynamics 365 CE applications (Sales, Marketing, Customer Service, Field Service).
- Strong expertise with Power Platform (Power Apps, Power Automate, Power Pages).
- Proven experience leading client workshops and facilitating key business discussions.
- Ability to create innovative solutions that streamline and automate business processes.
- Strong consulting and communication skills, with a collaborative, team-oriented approach.
- Excellent analytical, problem-solving, and organizational skills.
- Professional certifications in Dynamics 365 CE and Power Platform (highly desirable).
- Prior experience working in a consulting organization (an asset).
- Familiarity with Scrum methodology and previous work in an agile environment (an asset).
- Bilingual (French and English) is required.
- Ability to work in-office twice a week at the downtown Montreal office.
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