Dynamics 365 Sales Consultant
Concentrix
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $106,000 - $140,000 per year
About the role
- 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.
Requirements
- 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 and PL-200: Power Platform Functional Consultant are a plus
- 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)
Benefits
- medical, dental, and vision insurance
- comprehensive employee assistance program
- 401(k) retirement plan
- paid time off and holidays
- paid learning days
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Dynamics 365 SalesCRM platformsSales lifecycleSales processesPower PlatformPower AutomatePower AppsDataversedata migrationreporting tools
Soft Skills
communication skillsclient interactionrequirements analysisfunctional designconsultingtraining material developmentbest practices advisingpre-sales activities
Certifications
MB-210: Dynamics 365 SalesPL-200: Power Platform Functional Consultant