365 CRM Functional Consultant

Found in: Whatjobs CA C2 - 1 week ago


Canada HCLTech Full time

Title-: 365 CRM Functional Consultant

Location :- Remote

Lead functional workshops with customers, document requirements, and design appropriate solutions

Work with the Education Team to deliver and create super users and end users training, as needed

Help customers define and document processes when there are no processes in place

Assist technical consultants with architecting D365 CRM or xRM system, related customizations, and reports to model the client’s organizational processes

Create and lead on functional and solution design and specification documents

Create detailed project scope documents for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project

Interact with project and program managers to manage, report and mitigate risks and issues

Lead and deliver internal sessions on best practices and new functionality and features

Advise customers on best practices for CRM processes and user interface components

Work effectively with the sales team on delivering tender response documents, estimates and customer demonstrations



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