Dynamic 365
4 days ago
Microsoft Dynamics 365 and Power Platform Consultant JD:
- Solution Design & Implementation
- Analyse client business processes and requirements.
- Design and configure Dynamics 365 solutions that use the Customer Service, Field Service, Sales and Marketing modules in line with Microsoft Dynamics and general IT best practices. Produce detailed solution documentation and ensure integration with all
Santam systems. - Ensure solutions are presented to and approved by the relevant Santam, Sanlam and Dynamics 365 design forums.
- Customise entities, workflows, business rules and forms.
- Client Engagement & Advisory
- Conduct workshops and discovery sessions with stakeholders.
- Provide strategic guidance on CRM best practices and digital transformation.
- Act as a trusted advisor to clients throughout the lifecycle of the project.
- Cultivate and manage objective working relationships with a variety of stakeholders.
- Project Delivery
- Participate in full project lifecycles: project planning, requirements gathering, design, development, testing, deployment and support.
- Collaborate with developers, testers and project managers to ensure successful delivery.
- Ensure solutions are scalable, secure and aligned with Microsoft standards.
- Monitor and track progress to ensure delivery of all planned commitments and keep the stakeholders informed
- Consult in the provision of cost estimates
- Identification of potential risks / issues and give input into the risk plan
- Training & Documentation
- Review and provide insight in the creation user manuals, training materials and conduct end-user training sessions.
- Provide post-implementation support and troubleshooting.
- Continuous Improvement
- Stay current with Microsoft Dynamics 365 updates and roadmap.
- Recommend enhancements and new features to improve client systems.
- Housekeeping
- Facilitate effective knowledge transfer to all team members.
- Department standards and processes are adhered to.
- Mentor and guidance of junior resources.
Technical Skills:
- Strong knowledge of out of box Microsoft Dynamics 365 Customer Service, Field Service, Sales and Marketing modules.
- Experience with Power Platform including Power Apps, Power Automate, Power BI (preferred) and Atlassian JIRA suite (advantageous).
- Familiarity with Co-Pilot Dataverse, Azure Logic Apps and custom connectors.
- Understanding of integration tools (e.g., KingswaySoft, Azure Integration).
- Basic knowledge of JavaScript, C#, AI tools, Plugins Customer Insights and Customer Voice is advantageous.
Qualification:
- Microsoft certifications MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant required.
- Microsoft certifications MB-280 Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate advantageous
- 4 to 6 years of experience in Dynamics 365 CRM consulting and implementation.
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