D365 (CE) CRM Functional Consultant || FTE at New York
IT First Source·New York, NY·Full-time
Ce GenericD365 CEOn-site
First seen 3d ago · posted Jun 4, 2026
About the role
Dynamics 365 CRM Functional Consultant || FTE at New York
Role Summary
• The Functional Consultant translates business processes into D365 CE configurations, focusing on case management, workflows, SLAs, queues, and business rules.
Key Responsibilities
• Lead end-to-end implementation of D365 CE (CRM) projects
• Engage with business stakeholders to gather, analyze, and document requirements
• Conduct workshops, gap analysis, and fitment sessions
• Translate business requirements into functional specifications and solution designs
• Configure OOTB D365 modules (Customer Service, Case Management, Sales)
• Collaborate with technical teams for customizations, integrations, and data migration
• Support UAT, training, go-live and change management activities
• Ensure best practices and adherence to Microsoft standards
Skills & Experience
• 9 12 years of D365 CE Functional experience
• Strong domain knowledge in Customer Service / Case Management
• Hands-on experience in D365 CE and Power Platform configuration
• Ability to map SOP-driven processes into CRM flows
• Strong documentation and stakeholder communication skills
• Good to Have : Microsoft certifications
Thanks,
IT First Source
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