Consultant II - Microsoft Dynamics CRM / D365 CE

About the Client

Our client is a leading global digital transformation and technology services organization, partnering with Fortune 500 enterprises to deliver large-scale business and technology modernization programs.

Role Overview

We are looking for an experienced Microsoft Dynamics 365 CRM Project Manager to lead end-to-end delivery of enterprise-scale Dynamics CRM / D365 CE implementation programs. The ideal candidate will have strong expertise in project governance, stakeholder management, Agile delivery, and cross-functional team leadership across CRM transformation initiatives.

This role requires hands-on experience managing Microsoft Dynamics 365 Customer Engagement projects across modules such as Sales, Customer Service, Marketing, and Field Service, while ensuring successful delivery within scope, budget, and timelines.

Key Responsibilities

Project Delivery & Governance

1. Own complete lifecycle delivery of Microsoft Dynamics CRM / D365 CE projects including implementation, upgrade, migration, and rollout programs
2. Define project scope, delivery plans, timelines, milestones, and resource allocation
3. Manage project schedules, budgets, dependencies, and delivery risks
4. Establish governance frameworks, reporting cadence, escalation processes, and quality controls
5. Ensure adherence to project management standards, delivery methodologies, and compliance requirements
6. Monitor delivery KPIs, project health, and milestone achievement

Stakeholder & Client Management

1. Serve as the primary point of contact for clients, leadership teams, and business stakeholders
2. Conduct steering committee meetings, governance reviews, and status reporting sessions
3. Manage stakeholder expectations and align business goals with CRM solution delivery
4. Collaborate with business users to define priorities, delivery roadmaps, and implementation strategies
5. Drive decision-making and issue resolution across business and technical teams

Team & Delivery Management

1. Lead cross-functional delivery teams including:
2. CRM Developers
3. Solution Architects
4. Functional Consultants
5. QA Teams
6. Data Migration Teams
7. Integration Teams
8. Change Management Teams
9. Manage onshore-offshore delivery models and distributed project teams
10. Coordinate sprint planning, backlog grooming, release planning, and deployment activities
11. Ensure timely delivery of high-quality CRM solutions

Agile / Scrum Delivery

1. Drive project execution using Agile, Scrum, or Hybrid delivery methodologies
2. Facilitate sprint ceremonies including sprint planning, daily standups, retrospectives, and demos
3. Track sprint velocity, burndown metrics, and release readiness
4. Ensure user stories, acceptance criteria, and deliverables are clearly defined and approved
5. Promote continuous improvement across delivery teams

Risk, Dependency & Issue Management

1. Identify and mitigate project risks, delivery bottlenecks, and dependencies
2. Manage CRM integration dependencies, data migration activities, and downstream system impacts
3. Escalate critical issues and coordinate resolution with technical and functional teams
4. Ensure business continuity during deployments and production releases

Financial & Commercial Management

1. Track project financials, effort estimations, billing milestones, and revenue recognition
2. Support budgeting, forecasting, and vendor coordination activities
3. Monitor utilization, delivery efficiency, and resource planning
4. Ensure compliance with contractual obligations, audits, and governance standards

Required Experience

1. 8–12 years of overall IT experience
2. Minimum 5+ years of experience managing Microsoft Dynamics CRM / D365 CE projects
3. Proven experience delivering end-to-end CRM transformation programs
4. Strong client-facing project delivery experience
5. Experience handling enterprise-scale implementations and large transformation programs

Technical & Functional Expertise

1. Strong understanding of:
2. Microsoft Dynamics CRM / D365 CE
3. Sales Module
4. Customer Service Module
5. Marketing Module
6. Field Service Module
7. Experience managing:
8. CRM integrations
9. Data migration activities
10. Release management
11. Deployment planning
12. Environment management
13. Familiarity with Power Platform ecosystem including Power Apps and Power Automate is preferred

Project & Delivery Skills

1. Agile / Scrum project delivery expertise
2. Stakeholder management and governance experience
3. Strong project planning and execution skills
4. Experience with onshore-offshore delivery coordination
5. Risk management and dependency tracking expertise
6. Budget and resource management capabilities

Preferred Qualifications

1. PMP / PRINCE2 / Scrum Master certification preferred
2. Microsoft Dynamics 365 certifications are an added advantage
3. Experience working with enterprise clients and global delivery teams
4. Exposure to Azure DevOps, Jira, or other Agile project management tools