Microsoft Dynamics 365, Consultant II

About the role

Wipfli is a company where people count. We believe in flexibility, focusing on relationships, and encouraging individuals to pursue their own paths. We offer a career-defining opportunity for professionals who want to make a difference.

Responsibilities

• Support analysis and design sessions to gather functional and technical requirements across various business areas.
• Aid in client CRM projects by participating in assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support.
• Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components.
• Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership.
• Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation for implemented features with review and support from senior team members.
• Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues to project leadership as needed.
• Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development.
• Provide urgent on-site or remote support when critical issues arise, coordinated with project leadership.
• Support business development efforts through scoping, configuring, and demonstrating the CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging.
• Aid in the development of work plans, proposals, and engagement letters in preparation of client projects.

Requirements

• 2-5 years of experience with software implementations, defining business requirements, business process management, and client relationship management.
• 2+ years of Business Analysis experience.
• Solid understanding of logical data modeling.
• Superior written and verbal communication skills.
• Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies.
• Strong desire to help clients maximize value by leveraging technology and process improvement.

Preferred Qualifications

• Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing.
• Experience with advanced Microsoft Excel and Visio concepts.
• Microsoft Dynamics D365 CRM certifications.
• Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.