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Techno-Functional Consultant - Microsoft D365 Sales (CRM)

Today 2025/06/28
Remote
Other Business Support Services
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Job Description

We are seeking a Techno-Functional Consultant for Microsoft Dynamics 365 Sales (CRM) who will act as the key interpreter, problem-solver, and strategist for digital transformation. You will bridge business needs with technical solutions, ensuring seamless integration across sales, marketing, finance, and customer relationship management functions. Your expertise will drive process efficiency, maximize system utilization, and support business growth through innovation.


Who we are


Founded in 2006, our story started with two entrepreneurs. Today, we’re proud to be a global business. From Shanghai to Paris, we have 12 offices and operate across four continents in 70 countries. We are home to over 250 professionals from around the world, working together to serve more than 200 luxury clients.


At CXG, we love to evolve, elevate, and transform experiences while bringing brand promises to life. We offer strategic solutions that impact performance and elevate the customer experience of some of the world’s most iconic premium and luxury brands.


What you will be doing


Functional Responsibilities:


  • Leverage expertise in Microsoft Dynamics 365 Sales functionalities, including Activities, Accounts, Leads, Quotes, Orders, Invoices, and Configurations.
  • Analyse and map business processes across departments (Sales, Marketing, Finance) and recommend process improvements.
  • Collaborate with stakeholders to understand business stories and identify opportunities for process automation and digital transformation.
  • Design, configure, and implement enhancements to Microsoft D365 Sales, ensuring optimal performance and business alignment.
  • Provide ongoing support, training, and documentation to end-users, ensuring effective system utilization.
  • Develop and implement change management strategies to ensure smooth adoption of new system features.

Technical Responsibilities:


  • Work closely with technical teams to translate functional requirements into technical design specifications.
  • Configure workflows and business process automation using Power Automate.
  • Customize forms, dashboards, and reports to meet business needs, ensuring a seamless user experience.
  • Develop and maintain integrations between Microsoft D365 Sales and other platforms (e.g., D365 Finance & Operations, Customer Insights).
  • Conduct system testing, troubleshooting, and performance optimization.
  • Support data migration, system upgrades, and feature enhancements, ensuring minimal business disruption.

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