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PricewaterhouseCoopers (PwC)

Global professional services: assurance, tax, consulting

Microsoft D365 CRM or Copilot/AI Functional Lead – Senior Associate

Implementation & Technical Account ManagementUpdated on Nov 10
Full-time

About the Job

Requirements

  • A bachelor's degree is required; candidates without one may be considered with three years of specialized training and/or progressively responsible work experience for each missing year of college-level training, in addition to the required three years of Microsoft Dynamics CRM or ERP experience.
  • At least three years of experience is required.
  • Demonstrated success leveraging Microsoft Dynamics CRM or ERP (Dynamics 365, 2013, 2011, or 4.0 systems/core, external components, and architecture), and other Microsoft solution offerings.
  • Experience configuring and customizing Microsoft Dynamics 365 products.
  • Ability to perform client-facing functional consulting work for a top-tier consulting organization.
  • Ability to understand, assess, consult on, design, and implement Dynamics 365 application-based solutions.
  • Ability to elicit requirements across Sales, Services, Marketing, and Support; demonstrate Dynamics 365 capabilities; advise on complex business cases; and propose solutions using Dynamics 365, third parties, and customizations.
  • Ability to conduct business process analysis and create detailed process flows using diagramming tools such as Visio.
  • Ability to conduct fit-gap analysis using fit-gap templates.
  • Ability to create functional requirements documents and present them to stakeholders, business leads, and subject matter experts for signoff.
  • Ability to develop project plans and task estimates, coordinate and manage project tasks on time and under budget, manage projects day to day, and maintain a content repository.
  • Ability to provide design input, migrate data from external systems, support solution testing, build test cases, assist with functional, system, and user acceptance testing, and deliver user and administrator training.
  • Ability to support sales proposals, client presentations, and professional-services business development as needed.
  • Functional knowledge of CRM or ERP, preferably in an industry vertical, and preferably knowledge of competing CRM or ERP solutions.
  • Ability to contribute across Dynamics 365 solution lifecycle stages: assessment, design, development, deployment, testing, operations, and diagnostics.
  • Ability to use the Microsoft BI suite, Microsoft SQL Server, and SQL Server Reporting Services to manage report design, creation, publishing, subscriptions, and alerts.
  • Project management skills to lead engagements through completion while collaborating with customers, technical architects, and developers.
  • Effective written and verbal business communication with clients, firm staff, and management, including developing and delivering presentations to business users; ability to use Microsoft Visio as a diagramming tool.
  • Ability to identify and address client needs, participate in client discussions and meetings, communicate firm services, manage engagements, prepare concise and accurate documents, maintain project economics, and handle unanticipated issues.
  • Ability to understand personal and team roles, build relationships with team members, seek guidance and feedback, and provide guidance and feedback to less-experienced staff.

Responsibilities

  • Lead efforts to understand, assess, consult, design, and implement Dynamics 365 application-based solutions.
  • Interact with clients to understand requirements across Sales, Services, Marketing, and Support.
  • Demonstrate Dynamics 365 solution capabilities and provide examples to ascertain business requirements.
  • Advise on complex Dynamics 365 business cases and propose solutions using Dynamics 365, third parties, and customizations.
  • Conduct business process analysis and create detailed process flows.
  • Conduct fit-gap analysis.
  • Create and present functional requirements documents for stakeholder, business lead, and subject matter expert signoff.
  • Develop project plans and estimates, coordinate project tasks to meet timelines and budget, manage projects day to day, and maintain a content repository.
  • Provide design input, migrate external-system data, support solution testing, build test cases, assist with functional, system, and user acceptance testing, and conduct user and administrator training.
  • Assist sales teams with proposals and client presentations and support professional-services business development as needed.
  • Contribute to Dynamics 365 solution assessment, design, development, deployment, testing, operations, and diagnostics.
  • Manage the reporting lifecycle, including report design, creation, publishing, subscriptions, and alerts.
  • Lead client engagements through completion in collaboration with customers, technical architects, and developers.
  • Develop and deliver presentations to business users and use Microsoft Visio for diagramming.
  • Participate in client discussions and meetings, communicate firm services, manage engagements, prepare concise and accurate documents, maintain project economics, and address unanticipated issues.
  • Build relationships with team members and provide guidance, clarification, and feedback to less-experienced staff.

Desired Qualifications

  • One or more certifications in Dynamics CRM or ERP (Dynamics 365, 2013, 2011, 4.0, or Online).
  • Thorough abilities and/or a proven record of success as a Microsoft Dynamics 365 functional consultant in a client-facing role for a top-tier consulting organization.
  • Industry-vertical experience and knowledge of competing CRM or ERP solutions.

About the Company

PricewaterhouseCoopers (PwC)

Global professional services: assurance, tax, consulting

PwC provides assurance (audit), tax, legal services, consulting and deals advisory to organisations worldwide. It uses multidisciplinary teams across accounting, advisory, technology and industry, delivered through a global network of locally established firms that collaborate with technology partners to offer AI, cloud, managed services and digital trust. PwC differentiates itself with an integrated, global-local service model and technology-enabled offerings that address complex client needs across risk, transformation, reporting and sustainability. Its goal is to help clients improve governance, efficiency and value by supporting reporting accuracy, business transformation, risk management and sustainable practices.

Company size
10,001+
Company stage
Early VC
Total funding
$3.3M
Headquarters
London, United Kingdom
Founded
1989

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