Project Manager – CRM + F&O | Remote | Senior Microsoft Dynamics 365 Consultant (F&O + CRM) – F&O Focus
shruteesh IT
Role: Project Manager – CRM + F&O
Location: Remote
Client: UST
Senior Microsoft Dynamics 365 Consultant (F&O + CRM) – F&O Focus
Role Overview
The D365 F&O + CRM Functional Consultant is responsible for end-to-end design, implementation, and optimization of Microsoft Dynamics 365 Finance & Operations (primary focus) along with Customer Engagement (CRM) capabilities.
This role bridges finance, operations, and customer engagement processes, enabling integrated enterprise solutions for multi-entity, multi-country organizations across USA and India.
The consultant will act as a functional lead and trusted advisor, driving finance-led digital transformation while ensuring seamless integration with CRM processes such as sales, customer service, and field operations.
Key Responsibilities
F&O (Primary) – Finance & Operations Transformation
Lead end-to-end design and implementation of D365 Finance & Operations modules:
General Ledger, AP/AR, Fixed Assets
Procurement & Sourcing, Inventory Management
Project Accounting, Budgeting, Costing
Conduct fit-gap analysis workshops to translate business requirements into scalable system solutions.
Design multi-entity, multi-currency financial and operational processes aligned with US GAAP and India statutory requirements.
Define chart of accounts, financial dimensions, and intercompany structures.
CRM (Secondary) – Customer Engagement Enablement
Support design and implementation of Dynamics 365 CRM modules:
Sales, Customer Service, Marketing (basic to intermediate level)
Align CRM processes with F&O workflows such as:
Order-to-Cash (O2C)
Customer lifecycle management
Service billing and contract management
Collaborate with CRM teams to ensure seamless integration between CE and F&O (Dataverse, Dual-write).
Solution Design & Integration
Design integrated solutions across F&O and CRM ecosystems, ensuring data consistency and real-time synchronization.
Work with technical teams to define integrations using:
Dual-write, APIs, Azure services
Ensure scalable and maintainable solution architecture with minimal customization.
Data Migration & Reporting
Lead data migration strategy using Data Management Framework (DMF):
Financial master data, customer/vendor data, transactional data
Ensure data integrity, validation, and reconciliation across systems.
Design reporting and analytics solutions using:
Financial reports, SSRS, and Power BI dashboards
Implementation & Delivery
Drive end-to-end project lifecycle:
Requirements → Design → Configuration → Testing → Go-live
Lead SIT, UAT, cutover planning, and hypercare
Provide user training and documentation for finance and CRM users across regions
Stakeholder Management & Consulting
Engage with CFOs, business stakeholders, sales leaders, and IT teams
Act as a functional advisor for finance and customer engagement transformation
Support pre-sales activities:
Solution demos, RFP responses, effort estimation
Governance & Best Practices
Ensure adherence to Microsoft best practices and industry standards
Define security roles, access controls, and Segregation of Duties (SoD)
Drive adoption of OOTB capabilities to minimize customization
Required Experience (10–14 Years)
14 years of experience in ERP / CRM consulting
Minimum:
6+ years in D365 Finance & Operations (mandatory)
2–4 years exposure to Dynamics 365 CRM (CE modules)
At least 3+ full lifecycle F&O implementations
Experience in integrated F&O + CRM solutions
Proven exposure to global delivery (USA & India collaboration)
Functional Expertise
F&O (Mandatory – Strong Depth)
Finance (GL, AP/AR, Fixed Assets)
Procurement & Inventory
Budgeting & Costing
Intercompany & Consolidation
CRM (Good to Have / Supporting)
Sales & Lead-to-Opportunity flows
Customer Service processes
Case management & service workflows
Thanks & Regards
Shruteesh Kumar A
Senior Recruitment Specialist
Email: shrutee...@stiorg.com | Web: www.stiorg.com
LinkedIn: linkedin.com/in/shruteesh