Providing operational support as a CRM Analyst at FMU. Handling user inquiries and data management tasks in HubSpot.
About the role
- Microsoft Dynamics 365 Functional Consultant at Sanlam ensuring functional integrity and configuration quality of the Dynamics 365 platform. Collaborating across teams for solution design and implementation.
Responsibilities
- Own the functional design and configuration of the Microsoft Dynamics 365 platform.
- Translate business requirements and “as-is” processes into optimized “to-be” Dynamics 365 configurations.
- Design solutions that maximize out-of-the-box (OOB) capabilities and ensure customizations are minimal.
- Act as the authoritative source for how Dynamics 365 is configured and intended to behave.
- Lead functional discovery and design workshops with business stakeholders.
- Gather and document technical requirements for developers.
- Maintain high-quality, auditable functional documentation.
Requirements
- 3–7+ years’ experience working with Microsoft Dynamics 365 (CRM / CE) in a functional consulting capacity.
- Hands on expertise in configuring entities, forms, views, business rules, workflows, queues, cases, SLA/KPI settings, and security roles.
- Experience performing end-to-end business analysis, requirements gathering, and translating requirements into functional/technical specifications.
- Proven delivery within Agile environments.
- Experience collaborating with software engineers during solution design, development, and testing.
- Track record of successful D365 implementations or major enhancement projects.
- Bachelor's degree in BSc Information Systems, Computer Science, Business Analysis, or equivalent experience.
- Microsoft Certifications (preferred): Dynamics 365 Fundamentals (CRM), Dynamics 365 Customer Service Functional Consultant Associate, Power Platform Functional Consultant.
- Agile certifications beneficial (Scrum Master, Product Owner, Agile BA).
Benefits
- Health insurance
- Flexible working hours
- Professional development opportunities
Job title
Job type
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Not specified
Degree requirement
Location requirements
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