About the job Dynamics 365 CRM Consultant
Surgo (PTY) Ltd. has partnered with a global analytics and digital solutions company serving industries including insurance, healthcare, banking and financial services, media, retail, and others. They aim to bridge the gap between digital expectations and real outcomes for international companies with Digital Intelligence.
Our client is recruiting for an Dynamics 365 CRM Consultant to join their team based in Cape Town.
Job Purpose:
The Dynamics CRM Consultant will be responsible for reviewing client business processes, re-engineering the client’s processes to improve efficiency, and performing many of the functional tasks required for a successful CRM implementation.
Responsibilities:
- Lead requirements gathering sessions
- Documentation of business processes and requirements
- Lead the development of Use Cases and Design document artifacts to effectively convey requirements
- Configuration of Dynamics CRM
- Test script creation, planning and execution
- Delivery of on-site and virtual training sessions
- Documentation of Data Mapping for integration and migration tasks
Requirements:
- Professional experience of Dynamics 365 for Sales, Customer Service, Marketing, Portals
- Professional experience of Microsoft Power Platform and plugins
- Professional experience of the methods and tools used to customize and extend Dynamics 365 solutions
- Experience in Power Platform (Power Apps Portals, Canvas and Model Driven Apps, Power Automate, Power BI) and Common Data Service
- Strong workshop, facilitation and presentations skills
- Good understanding of DevOps
- Good understanding of testing methodologies
- Work proficiency in English required
Salary: Market Related
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