[Hiring] Senior Microsoft Dynamics 365 Consultant @| HCL Global System

Role Description

The D365 F&O + CRM Functional Consultant is responsible for end-to-end design, implementation, and optimization of Microsoft Dynamics 365 Finance & Operations (primary focus) along with Customer Engagement (CRM) capabilities. This role bridges finance, operations, and customer engagement processes, enabling integrated enterprise solutions for multi-entity, multi-country organizations across USA and India. The consultant will act as a functional lead and trusted advisor, driving finance-led digital transformation while ensuring seamless integration with CRM processes such as sales, customer service, and field operations.

Key Responsibilities

• F&O (Primary)
  • Lead end-to-end design and implementation of D365 Finance & Operations modules:
    • General Ledger, AP/AR, Fixed Assets
    • Procurement & Sourcing, Inventory Management
    • Project Accounting, Budgeting, Costing
  • Conduct fit-gap analysis workshops to translate business requirements into scalable system solutions.
  • Design multi-entity, multi-currency financial and operational processes aligned with US GAAP and India statutory requirements.
  • Define chart of accounts, financial dimensions, and intercompany structures.
• CRM (Secondary)
  • Support design and implementation of Dynamics 365 CRM modules:
    • Sales, Customer Service, Marketing (basic to intermediate level)
  • Align CRM processes with F&O workflows such as:
    • Order-to-Cash (O2C)
    • Customer lifecycle management
    • Service billing and contract management
  • Collaborate with CRM teams to ensure seamless integration between CE and F&O (Dataverse, Dual-write).
• Solution Design & Integration
  • Design integrated solutions across F&O and CRM ecosystems, ensuring data consistency and real-time synchronization.
  • Work with technical teams to define integrations using:
    • Dual-write, APIs, Azure services
  • Ensure scalable and maintainable solution architecture with minimal customization.
• Data Migration & Reporting
  • Lead data migration strategy using Data Management Framework (DMF):
    • Financial master data, customer/vendor data, transactional data
  • Ensure data integrity, validation, and reconciliation across systems.
  • Design reporting and analytics solutions using:
    • Financial reports, SSRS, and Power BI dashboards
• Implementation & Delivery
  • Drive end-to-end project lifecycle:
    • Requirements ? Design ? Configuration ? Testing ? Go-live
  • Lead SIT, UAT, cutover planning, and hypercare.
  • Provide user training and documentation for finance and CRM users across regions.
• Stakeholder Management & Consulting
  • Engage with CFOs, business stakeholders, sales leaders, and IT teams.
  • Act as a functional advisor for finance and customer engagement transformation.
  • Support pre-sales activities:
    • Solution demos, RFP responses, effort estimation
• Governance & Best Practices
  • Ensure adherence to Microsoft best practices and industry standards.
  • Define security roles, access controls, and Segregation of Duties (SoD).
  • Drive adoption of OOTB capabilities to minimize customization.

Qualifications

• 10 - 14 years of experience in ERP / CRM consulting.
• Minimum:
  • 6+ years in D365 Finance & Operations (mandatory).
  • 2 - 4 years exposure to Dynamics 365 CRM (CE modules).
  • At least 3+ full lifecycle F&O implementations.
  • Experience in integrated F&O + CRM solutions.
  • Proven exposure to global delivery (USA & India collaboration).

Functional Expertise

• F&O (Mandatory - Strong Depth)
  • Finance (GL, AP/AR, Fixed Assets)
  • Procurement & Inventory
  • Budgeting & Costing
  • Intercompany & Consolidation
• CRM (Good to Have / Supporting)
  • Sales & Lead-to-Opportunity flows
  • Customer Service processes
  • Case management & service workflows

Skills & Qualifications

• Bachelor's/Master's in Finance, Business, Engineering, or related field.
• Certifications preferred:
  • MB-300 (Core Finance & Operations)
  • MB-310 (Finance) / MB-330 (SCM)
  • CRM certifications (MB-210 / MB-230) - good to have.
• Strong skills in:
  • Process mapping (Visio / BPMN)
  • Business analysis & documentation
  • Reporting & analytics using Power BI