Dynamics 365 Sales Consultant

Dynamics 365 Sales Consultant

Concentrix is the intelligent transformation partner. Solution-focused. Tech-powered. Intelligence-fueled. The global technology and services leader that powers the world's best brands, today and into the future. The Concentrix Technical Products and Services team is the driving force behind Concentrix's transformation, data, and technology services. You will be surrounded by the best in the world providing market leading technology and insights to modernize and simplify the customer experience. Within our professional services team, you will deliver strategic consulting, design, advisory services, market research, and contact center analytics that deliver insights to improve outcomes and value for our clients. Hence achieving our vision. Our game-changers around the world have devoted their careers to ensuring every relationship is exceptional. And we're proud to be recognized with awards such as "World's Best Workplaces," "Best Companies for Career Growth," and "Best Company Culture," year after year. Join us and be part of this journey towards greater opportunities and brighter futures.

Description

The Dynamics 365 Sales Consultant is responsible for delivering functional consulting services focused on the Dynamics 365 Sales (CRM) workload. This role works directly with clients to understand business needs, design solutions, configure the platform, and support successful adoption of Sales features within Dynamics 365 and the Power Platform.

Responsibilities

• 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.

Qualifications

• 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.

Preferred Qualifications

• Microsoft certifications such as: MB-210: Dynamics 365 Sales, PL-200: Power Platform Functional Consultant.
• Experience with Customer Service or Marketing modules.
• Consulting or enterprise project experience.
• Exposure to integration patterns, data migration, or reporting tools (Power BI).

Soft Skills

• Strong problem-solving and analytical ability.
• Clear communication and workshop facilitation skills.
• Customer-oriented mindset focused on delivering value.

Salary Range:

The base salary range for this position is $106,000 - $140,000 plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program, 401(k) retirement plan, paid time off and holidays and paid learning days.