• Location: Santa Monica, California
  • Date Posted: 4th Jan, 2019
  • Reference: 1/4/2019

The Dynamics CRM Functional Consultant combines the roles of implementation specialist and functional consultant in one. You will effectively manage your time to participate in planning and implementations utilizing your technical aptitude, and will provide additional support to your manager and ultimately, the client. You will have the opportunity to directly impact the success of our projects and the growth of the firm.

Duties will include but are never limited to:

  • Primarily responsible for requirements and solution design including:
    • Preparing requirements following meetings and input from the clients
    • Lead or collaborate in the solution design of Dynamics implementations
    • Organizing, categorizing and preparing all documentation
    • Presenting to management for review, and making changes as required
    • Onsite support
  • Testing configuration against final requirements:
    • Configure solution based on requirements to test and deploy
  • Preparing the training itinerary and materials and delivering training to end users
  • Executing cutover procedures for Dynamics deployments as identified by your manager
    • Following guidelines and checklists developed for deployment
    • Adhering to timelines
  • Assisting with the preparation of the project status report, project timeline and project budget
  • Providing go live and post-implementation support


  • 3-5 years' experience with Microsoft Dynamics implementations with an emphasis on Sales, Customer Service, Project Service and Field Service workloads.

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