HSO · 11 hours ago
Sr. D365 CE Functional Consultant
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expHSO is seeking a Sr. D365 CE Functional Consultant to lead the implementation and customization of D365 CRM solutions. The consultant will be responsible for conducting workshops, creating requirements documents, and providing business process consulting to clients.
AnalyticsCloud InfrastructureInformation TechnologySoftware
Responsibilities
Conduct meetings/workshops with subject matter experts and other stakeholders
Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs
Be responsible for risk assessment, as-is and to-be processes, and gap fit verification
Provide business process consulting to help define the problem, propose and create the solution
Lead discussions with the client and project teams during the Project Design meetings
Lead train-the-trainer sessions for the configured client solution
Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope
Define the design sessions and workshop agendas and meetings
Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements
Work with clients to develop new business processes that leverage D365 CRM best practices
Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams
Use proven methodologies to deliver successful projects, including industry best practices
Ensure that there is a formal process in place for testing and issues resolution; Drive the team to resolve all issues identified during the testing and QA phases
Qualification
Required
Bachelor's degree required in Computer Science, Business Administration, MIS or related field
8+ years of experience implementing recent versions of D365 CRM
8+ years of consulting experience working in a client-facing role
Deep understanding of the functional capabilities and limitations of D365 CRM
Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations
Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards
Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria
Strong analytical, presentation, documentation, and inter-personal skills
Ability to travel to client sites as necessary
Benefits
Medical, dental & vision coverage
Flexible spending accounts
Health reimbursement account
401(k) plan with a company match
Company
HSO
HSO provides digital transformation services by designing and managing enterprise-scale Microsoft cloud and AI-based platforms.
1001-5000 employees
H1B Sponsorship
HSO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (3)
Funding
Current Stage
Late StageTotal Funding
unknown2025-08-13Acquired
Leadership Team
Kostas Tzigizis
Executive Vice President of Sales - US
Manpreet Kalsi
Executive Vice President
Recent News
globallegalchronicle.com
2025-09-13
Mergers & Acquisitions
2025-08-14
2025-08-13
Company data provided by crunchbase