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The Digital CRM Architect will lead discovery sessions and perform fit-gap analysis to translate business requirements into functional Dynamics 365 and Power Platform solutions. They are responsible for documenting business processes, managing user stories, and configuring CRM solutions to support operational efficiency.
Digital CRM Architect -BA
Remote
Advanced english
Only México
A functional architect (G7 at least)/ SME to run the end-to-end activities of studying, mapping, gap analysis, BA.
Key Responsibilities
Business Analysis & Process Design • Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges. • Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities. • Document current-state and future-state business processes. Functional Solution Design • Translate business requirements into functional designs and configuration specifications. • Recommend standard platform capabilities before customizations. Dynamics 365 Configuration • Configure and maintain Dynamics 365 Sales and Dynamics 365 Customer Service solutions, including: o Tables (Entities) • Configure user experiences to support business processes and operational efficiency. Agile Delivery & Product Support • Create and manage user stories within Azure DevOps or similar platforms. • Support backlog management and sprint planning activities.
Required Qualifications • Bachelor's degree in Business, Information Systems, Technology, or related field. • 10+ years of Business Analysis and Functional Consulting experience. • 6+ years of hands-on experience with: o Dynamics 365 Sales o Power Automate • Deep understanding of CRM processes including: o Lead Management o Opportunity Management o Business Requirements o User Stories Preferred Certifications Required • Microsoft Certified: Power Platform Functional Consultant Associate (PL-200) Preferred • Microsoft Certified: Power Platform App Maker Associate (PL-100) • Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate
Desired Skills Business Skills • Fit-Gap Analysis • Requirements Elicitation • Business Process Reengineering Technical Skills • Dynamics 365 Sales • Dynamics 365 Customer Service • Microsoft Dataverse Success Profile The successful candidate will: • Help facilitate business workshops and requirements sessions. • Translate business needs into scalable Dynamics 365 and Power Platform solutions.
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