Functional Lead - Microsoft Dynamics
About the job
- At least 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.
- Ability to translate business needs into practical and scalable CRM solutions.
- 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.
- Deliver Dynamics 365 module configuration and functional design.
- Provide functional and user documentation.
- Support user acceptance testing and business validation.
- Prepare user training and knowledge-transfer materials.
About the company
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
N/A
Total Funding
N/A
Headquarters
Cambridge, Massachusetts
Founded
2007
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Simplify's Take
What believers are saying
- NorthBay launched two AWS Marketplace agentic AI products by July 2026.
- Foundant’s migration delivered 30% performance improvement, strengthening enterprise credibility.
- Workshop-led offerings create low-friction entry points and land-and-expand services pipelines.
What critics are saying
- NorthBay’s revenue depends on AWS partner status and Marketplace visibility in 2026.
- Consulting work commoditizes fast; Accenture, Slalom, and EPAM outspend NorthBay on sales.
- If AWS favors its own services, NorthBay’s agentic products lose differentiation by 2027.
What makes NorthBay Solutions unique
- AWS Marketplace launch in 2025 put NorthBay’s agentic AI offerings inside AWS procurement.
- NorthBay touts 350-plus AWS-certified professionals and Premier Tier consulting status.
- Retail AI Agentic Platform co-innovated with AWS GenAIIC and Partner Agent Factory.
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Benefits
- Hybrid Work Options