Dynamics 365 Sales Consultant

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The Dynamics 365 Sales Consultant is responsible for delivering functional consulting services focused on the Dynamics 365 Sales (CRM) workload. This role works directly with clients to understand business needs, design solutions, configure the platform, and support successful adoption of Sales features within Dynamics 365 and the Power Platform.

• Conduct workshops with business stakeholders to gather and analyze Sales-related requirements.
• Configure and customize Dynamics 365 Sales components, including entities, forms, views, dashboards, charts, and business processes.
• Implement Sales capabilities such as lead and opportunity management, forecasting, product/catalog setup, sales pipelines, and reporting.
• Develop functional specifications, process flows, documentation, and training materials.
• Advise clients on best practices for Sales processes and CRM usage.
• Prepare demos and contribute to pre‑sales activities when needed.
• Stay current on the latest Dynamics 365 and Power Platform updates, AI features, and Microsoft roadmap.

• 8‑10 years of experience implementing Dynamics 365 Sales or other CRM platforms.
• Strong functional understanding of the end‑to‑end Sales lifecycle (lead → opportunity → quote → order).
• Experience configuring Dynamics 365: forms, views, charts, business rules, workflows, and sales processes.
• Familiarity with Power Platform (Power Automate, Power Apps, Dataverse).
• Excellent communication skills and experience working directly with clients.
• Ability to translate business requirements into functional designs and system configurations.

• Microsoft certifications such as:
• MB‑210:
  Dynamics 365 Sales
• PL‑200:
  Power Platform Functional Consultant
• Experience with Customer Service or Marketing modules (nice to have).
• Consulting or enterprise project experience.
• Exposure to integration patterns, data migration, or reporting tools (Power BI).

• Strong problem‑solving and analytical ability.
• Clear communication and workshop facilitation skills.
• Customer‑oriented mindset focused on delivering value.

The base salary range for this position is $106,000 - $140,000 plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program, 401(k) retirement plan, paid time off and holidays, and paid learning days.

At Concentrix, we provide customer experience solutions that may involve handling sensitive data. As part of our hiring process, all candidates must undergo a background check in accordance with applicable law, which will include identity verification and employment eligibility.

The Final date to receive applications for this position is 12/04/2025.

Mid‑Senior level

Full‑time

Sales and Business Development

IT Services and IT Consulting