Microsoft Dynamics 365 CRM Consultant

Altai Systems delivers association-specific CRM software built on top of Microsoft Dynamics 365 CRM using the Power Apps suite of tools.

We have an exciting opportunity available for an experienced Consultant to join our Professional Services Team.

The Microsoft Dynamics 365 CRM Consultant takes the lead on identifying and documenting the solution set necessary to help our clients meet and exceed their business objectives.

This is the ideal role for a detail-oriented, in-the-weeds, solution finder with a passion for client success.

Job Responsibilities:


* Client Research
+ Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
+ Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.


* Discovery
+ Lead the client through a thorough requirements analysis process to understand business needs, goals, and objectives.
+ Work with clients to develop new best practice business processes that fit our software.
+ Work with Business Analyst to document requirements and create corresponding Jira tickets of representing all client needs.
+ Create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
+ Collaborate with Project Managers to present solutions for gaps.
+ Collaborate in internal solutions review meeting with project team and developers to ensure solutioning is an out-of-the-box first approach.


* Documentation
+ Create business process specs that start with the end-user experience on the web and extend to the back-office processes in the CRM.
+ Create user stories, use cases, and test criteria for agreed upon requirements (base and custom).
+ Collaborate with Project Manager and Development Manager to convey any custom requirements.
+ Provide custom documentation to clients for unique business solutions.
+ Collaborate with Altai’s Director of Professional Services to improve Altai’s best practices.


* Implementation
+ Configure our Power Apps Dynamics 365-based solution.
+ Configure the Altai Web Portal components of our solution.
+ Leverage Power Automate to configure and implement business logic.
+ Perform thorough testing within client environments; collaborate with internal testing team to direct additional testing.
+ Respond promptly and professionally to all client requests.
+ Show initiative and accountability in driving project success.


* Training
+ Provide training to clients on product set-up and usage.


* Mentoring
+ Provide mentoring and guidance to newer Consultants.


* Task Tracking
+ Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
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