NorthBay Solutions

AWS migrations, data analytics, ML services

Functional Lead - Microsoft Dynamics

Enterprise ApplicationsConfirmed live in the last 24 hours

Full-timeAbu Dhabi - United Arab EmiratesNo salary listedIn-person

About the Job

Requirements

10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
Functional expertise across Sales, Customer Service, and Marketing processes and modules.
Experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
Experience conducting user training, workshops, user acceptance testing, and stakeholder engagement.
Strong analytical, communication, documentation, and stakeholder management skills.
Ability to translate business needs into practical and scalable CRM solutions.

Responsibilities

Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
Collaborate with business stakeholders to understand requirements, identify process improvements, and ensure effective CRM adoption.
Prepare functional specifications, process documentation, configuration documents, and user guides.
Support solution testing, validation, and user acceptance activities.
Deliver user training and knowledge-transfer sessions for business users and key stakeholders.
Provide functional guidance to technical and implementation teams throughout the CRM lifecycle.
Ensure solutions align with CRM best practices, business objectives, and user experience expectations.
Produce CRM business process maps and functional requirements, Dynamics 365 module configuration and functional design, functional and user documentation, user acceptance testing and business validation support, and user training and knowledge-transfer materials.

Role Overview:
We are seeking an experienced Functional Lead with 10+ years of experience to lead the functional design and implementation of CRM solutions using Microsoft Dynamics 365 and Power Platform. The role will focus on translating business processes and requirements into effective CRM solutions across Sales, Customer Service, and Marketing.

Key Responsibilities:

Lead business process mapping and functional design for CRM across Sales, Service, and Marketing.
Translate business requirements into Microsoft Dynamics 365 CRM functional solutions.
Configure and optimise relevant Dynamics 365 modules, workflows, business rules, forms, views, and processes.
Collaborate with business stakeholders to understand requirements, identify process improvements, and ensure effective CRM adoption.
Prepare functional specifications, process documentation, configuration documents, and user guides.
Support solution testing, validation, and user acceptance activities.
Deliver user training and knowledge-transfer sessions for business users and key stakeholders.
Provide functional guidance to technical and implementation teams throughout the CRM lifecycle.
Ensure solutions align with CRM best practices, business objectives, and user experience expectations.

Required Experience & Skills:

10+ years of experience in CRM functional consulting, business analysis, or functional leadership.
Strong hands-on experience with Microsoft Dynamics 365 CRM and Power Platform.
Good functional expertise across Sales, Customer Service, and Marketing processes/modules.
Proven experience in process mapping, requirements gathering, CRM configuration, and functional documentation.
Experience in conducting user training, workshops, UAT, and stakeholder engagement.
Strong analytical, communication, documentation, and stakeholder management skills.
Ability to translate business needs into practical and scalable CRM solutions.

Key Deliverables:

CRM business process maps and functional requirements.
Dynamics 365 module configuration and functional design.
Functional and user documentation.
UAT and business validation support.
User training and knowledge-transfer materials.

About the Company

NorthBay Solutions

AWS migrations, data analytics, ML services

NorthBay Solutions is an AWS Premier Partner that helps large organizations move their databases and applications to Amazon Web Services, modernize software, and build data analytics, DevOps/DataOps pipelines, and ML/AI solutions. Its services cover database and application migrations, data and analytics workloads, DevOps and DataOps practices, and technology modernization across cloud and data platforms. The company operates by delivering engineering and consulting projects in an agile, quality-focused way to accelerate time-to-market and maximize value from cloud investments. What sets NorthBay apart is its status as an AWS Premier Partner with deep expertise in cloud migrations, data engineering, and AI/ML workloads, along with a track record of working with recognizable brands. The goal is to help clients securely migrate to AWS, modernize their applications, and unlock data-driven insights and intelligent capabilities quickly and reliably.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Cambridge, MA
Founded: 2007

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