MS Dynamics 365 Transformation Consultant

Responsibilities & Qualifications

• Assess and work with highly customized Dynamics 365 solutions, including customer service model-driven apps and case management workflows
• Create process diagrams and document detailed business requirements for transformation initiatives
• Manage stakeholder communications and lead negotiations with the transformation team
• Understand and address IM ops user pain points and operational challenges
• Configure and optimize email-to-case and system-to-case management functionalities
• Conduct user trainings and product demos to support adoption and change management
• Support end-to-end transformation initiatives and system optimization efforts

Requirements

• 8-10 years of professional experience in Microsoft Dynamics 365 CRM implementations and transformations
• Expert-level knowledge ofMicrosoft Dynamics 365 Customer Service and model-driven apps
• Hands-on experience with email-to-case and system-to-case management configurations
• Strongbusiness analysis skills with proven ability to document requirements and create process diagrams
• Demonstrated expertise inIM ops or investment management operations knowledge
• Excellent stakeholder management and communication skills, with ability to interface across technical and business teams
• Experience leading transformation initiatives and managing cross-functional documentation and delivery