Dynamics 365 CRM Consultant

3 hours ago


Cape Town, South Africa Surgo HR & Training Full time

Surgo (PTY) Ltd. has partnered with a global analytics and digital solutions company serving industries including insurance, healthcare, banking and financial services, media, retail, and others. They aim to bridge the gap between digital expectations and real outcomes for international companies with Digital Intelligence.

Our client is recruiting for an Dynamics 365 CRM Consultant to join their team based in Cape Town.

**Job Purpose**:
The Dynamics CRM Consultant will be responsible for reviewing client business processes, re-engineering the client’s processes to improve efficiency, and performing many of the functional tasks required for a successful CRM implementation.

**Responsibilities**:
Lead requirements gathering sessions

Documentation of business processes and requirements

Lead the development of Use Cases and Design document artifacts to effectively convey requirements

Configuration of Dynamics CRM

Test script creation, planning and execution

Train documentation creation

Delivery of on-site and virtual training sessions

Documentation of Data Mapping for integration and migration tasks

**Requirements**:
Professional experience of Dynamics 365 for Sales, Customer Service, Marketing, Portals

Professional experience of Microsoft Power Platform and plugins

Professional experience of the methods and tools used to customize and extend Dynamics 365 solutions

Experience in Power Platform (Power Apps Portals, Canvas and Model Driven Apps, Power Automate, Power BI) and Common Data Service

Strong workshop, facilitation and presentations skills

Good understanding of DevOps

Good understanding of testing methodologies

Certifications - Six Sigma, Lean, Agile desirable

Work proficiency in English required

**Salary**: Market Related



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