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Lead Functional Consultant - Dynamics 365 Project Operations & Sales

India, Bengaluru · Job Posted June 02, 2026
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Job Responsibility

  • Lead CRM solution design and functional architecture discussions
  • Review and approve functional designs, user stories and configurations
  • Lead functional workshops and discovery sessions for Dynamics 365 Sales and Project Operations implementations
  • Drive end-to-end solution design across Sales, Project Operations, Finance & Operations and Dual-write integrations
  • Work closely with stakeholders to define business processes, project delivery models, governance and transformation of roadmaps
  • Lead implementation activities related to Leads, Opportunities, Projects, Tasks, Journals, Vendors, Price Lists, Time & Expense management, Forecasting, Budgeting, Invoicing and Resource Utilization
  • Design and Oversee Schedule Board, Resource Requisition, Resource Assignment and Task Planning
  • Lead design and optimization of complete sales lifecycle processes
  • Define and improve: Lead Lifecycle Management, Lead to Opportunity process, Opportunity Management, Quote to Order process, Product & pricing management, Sales forecasting and pipeline management
  • Provide recommendations for sales automation and process optimization
  • Lead AI and Copilot adoption initiatives including Sales Copilot, AI Agents, Activity Tracking and intelligent automation
  • Collaborate with technical teams for integrations, Power Platform solutions, Canvas Apps, dashboards and reporting
  • Define reporting strategy using Power BI, embedded analytics and operational dashboards
  • Support pre-sales activities, solution demos, estimation and customer presentations
  • Mentor consultants and ensure best practices, governance and delivery quality
  • Ensure projects are delivered within agreed timelines, quality standards and budget
  • Deliver end-user and key-user training sessions

Requirements

  • 8+ years of experience in Dynamics 365 implementations
  • Strong expertise in Dynamics 365 Sales module including: Sales lifecycle, Lead management, Quote-to-order processes, Security design, Dashboard & reporting management
  • Strong experience in Dynamics 365 CE Project Operations including: Project-based sales to delivery lifecycle, Project setup and Work Breakdown Structure (WBS) / task planning, Resource scheduling and bookings, Project documentation and knowledge management, Project contracts, milestones and invoicing schedules, Time & expense capture and approval processes, Cost and revenue recognition profiles, Billing, forecasting and profitability management
  • Understanding of Marketing and Customer Service
  • Strong understanding of Dynamics 365 Finance & Operations integration with Project Operations using Dual Write
  • Experience working on projects with Copilot, AI Agents, automation
  • Experience working on: Customer Engagement to finance integration scenarios, Project contract synchronization, Resource and transaction synchronization, Project invoice and financial integration processes, Dual Write mappings, troubleshooting, and synchronization monitoring
  • Proven track record implementing Dynamics 365 Project Operations solutions in large-scale enterprise deployments, preferably across multi-country rollouts
  • Experience as a Functional Lead or Senior Consultant in at least one international end-to-end Dynamics 365 CRM implementation project, preferably with intercontinental rollouts
  • Experience conducting customer workshops and requirement gathering sessions
  • Strong understanding of implementation methodologies
  • Experience working in Agile delivery models
  • Preferred pre-sales experience including: Solution demonstrations, Estimations, RFP/RFI responses, Customer presentations and workshops
  • Strong stakeholder management and customer-facing communication
  • Ability to lead global implementations and distributed teams
  • Strong analytical and business process mapping skills
  • Ensure alignment with Microsoft best practices and industry standards
  • Microsoft certifications in Dynamics 365 are preferred
  • Relevant Certifications: Microsoft Certified: Dynamics 365 Project Operations Functional Consultant Associate, Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate, Microsoft Certified: Power Platform Functional Consultant Associate, Microsoft Certified: Power Platform App Maker Associate (preferred)
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