Microsoft 365 Consultant (Senior)

Description:

A functional consultant specialized in Microsoft Dynamics 365 plays a crucial role in implementing and optimizing the tool to meet business needs.

Expertise and Knowledge

Deep Product Knowledge:

• Extensive understanding of Microsoft Dynamics 365 modules, including Finance and Operations, Customer Service, Sales, Marketing, and Field Service.
• Knowledge of the platform’s capabilities, limitations, and best practices for customization.

Industry Experience:

• Experience in automotive industry can be valuable for understanding sector-specific requirements and challenges.

Responsibilities

Requirement Gathering:

• Collaborate with stakeholders to understand business needs and processes.
• Conduct workshops and interviews to elicit requirements and document them comprehensively.

Solution Design:

• Translate business requirements into functional specifications.
• Design solutions that leverage standard functionalities of Dynamics 365 and identify areas requiring customization.

Configuration and Customization:

• Configure the Dynamics 365 environment to align with business needs.
• Customize entities, workflows, forms, and dashboards as required.

Integration:

• Plan and oversee the integration of Dynamics 365 with other systems (e.g., ERP, CRM, third-party applications).
• Ensure data consistency and integrity across integrated systems.

Implementation:

• Lead or assist in the deployment of Dynamics 365 solutions.

Training and Support:

• Support in development of user manuals and training materials.
• Offer ongoing support and troubleshoot issues post-implementation.

Documentation:

• Create detailed documentation of the configuration, customizations, and integrations.
• Maintain documentation for future reference and auditing.

Skills and Competencies

Analytical Skills:

• Strong analytical and problem-solving skills to assess complex business processes and design appropriate solutions.

Communication Skills:

• Excellent verbal and written communication skills to interact effectively with stakeholders at all levels.
• Ability to convey technical information to non-technical users.

Project Management:

• Familiarity with project management methodologies (e.g., Agile, Scrum) to manage projects efficiently.
• Ability to coordinate tasks, manage timelines, and ensure tasks stay on track.

Change Management:

• Skills in managing organizational change and ensuring user adoption.
• Ability to guide businesses through the transition to new systems and processes.

Technical Proficiency:

• Understanding of the technical aspects of Dynamics 365, including architecture, data models, and integration points.
• Ability to work closely with technical teams (developers, IT staff) to implement and support solutions.