Senior Functional Consultant

Apply Description Position Title: Senior Functional Consultant – Microsoft Dynamics 365 CE Sales Location: Argentina ( Remote ) Requirements The Senior Functional Consultant – Microsoft Dynamics 365 CE Sales will support the assessment, design, configuration, migration, testing, and deployment of enterprise-scale Dynamics 365 Customer Engagement and sales transformation solutions. This is a senior, client-facing functional role requiring extensive experience with Microsoft Dynamics 365 Sales, Dataverse, Power Platform, enterprise sales processes, requirements analysis, data migration, testing, and user adoption. A major responsibility of this position is to support the Solution Architect in gathering, analyzing, and documenting business and data migration requirements. The Senior Functional Consultant will work closely with business stakeholders, data owners, technical teams, and the Solution Architect to determine what information must be migrated, how it should be mapped and transformed, and how data quality and business continuity will be maintained. The consultant will lead functional discovery sessions, document current-state processes, define future-state requirements, perform fit-gap analysis, configure Dynamics 365 Sales, support data validation, develop test scenarios, and help prepare business users for deployment. This role requires someone who can bridge business and technology teams, challenge unclear requirements, identify process and data risks, and convert business needs into detailed, actionable functional specifications. Business Process Discovery & Requirements Lead discovery workshops with sales leadership, sales operations, marketing, customer service, IT, data owners, and other stakeholders. Document current-state sales processes, systems, roles, pain points, manual activities, and reporting requirements. Define future-state processes aligned with Dynamics 365 Sales capabilities and Microsoft-recommended practices. Gather and document functional and nonfunctional business requirements. Develop: Business requirement documents Functional requirement documents Process-flow diagrams User stories and acceptance criteria Use cases and business scenarios Fit-gap assessments Functional design documents Requirements traceability matrices Decision and action logs Identify conflicting, incomplete, or duplicate requirements and facilitate stakeholder decisions. Distinguish essential business requirements from preferences and unnecessary customizations. Recommend process standardization and simplification opportunities. Maintain traceability between business objectives, requirements, solution components, and test cases. Support the Solution Architect in translating business requirements into the overall solution design and implementation roadmap. Dynamics 365 CE Sales Functional Design Design and configure Dynamics 365 Sales capabilities, including: Leads and lead qualification Accounts and contacts Opportunities and sales stages Business process flows Activities, appointments, tasks, and emails Product catalogs and product families Price lists, units, discounts, and pricing Quotes, orders, and related sales transactions Goals, territories, teams, and sales hierarchies Pipeline management and forecasting Competitors, stakeholders, and opportunity relationships Sales sequences and assignment rules Relationship intelligence and sales insights Dashboards, charts, views, and reports Outlook, Teams, and Microsoft 365 integrations Copilot and AI-enabled sales capabilities Configure Dataverse tables, columns, relationships, forms, views, dashboards, business rules, and business process flows. Define functional requirements for security roles, business units, teams, territories, record ownership, and access. Evaluate requirements against standard Dynamics 365 functionality. Recommend configuration-first solutions and clearly document justified customization requirements. Work with the Solution Architect and development team to define functional expectations for extensions and integrations. Validate that configured functionality meets documented business requirements and user expectations. Data Migration Requirements & Analysis Support the Solution Architect in defining the enterprise data migration strategy. Lead business-facing migration requirements workshops with data owners, subject-matter experts, and application teams. Identify legacy systems and data sources containing sales and customer information. Determine which data should be migrated, transformed, archived, consolidated, or retired. Define migration requirements for: Leads Accounts Contacts Opportunities Activities and interaction history Notes and attachments Products and product catalogs Price lists and discount structures Quotes and orders Territories, teams, and ownership Competitors and opportunity stakeholders Sales goals and forecasts Custom entities and related records Reference and configuration data Document source-to-target data mappings between legacy systems and Dynamics 365 Dataverse. Define field-level mapping, transformation, defaulting, derivation, and validation rules. Document record ownership, security, relationship, hierarchy, and historical-data requirements. Define migration scope and historical-data retention requirements based on business, reporting, operational, and regulatory needs. Identify duplicate, incomplete, obsolete, and inconsistent data. Develop data-cleansing, deduplication, enrichment, and remediation requirements. Work with business stakeholders to establish master-data definitions and ownership. Identify mandatory fields, dependencies, lookup values, option sets, reference data, and sequencing requirements. Define data-reconciliation criteria and migration acceptance thresholds. Maintain the data migration workbook, mapping documents, data dictionary, open-issue log, and business validation plan. Review migration extracts and transformed data with technical and data teams. Coordinate business validation during trial migrations and mock conversions. Support reconciliation between source-system records and Dynamics 365. Obtain business-owner validation and sign-off for migrated data. Identify migration risks and escalate architectural or technical concerns to the Solution Architect. Fit-Gap Analysis & Solution Recommendations Evaluate business requirements against native Dynamics 365 Sales and Power Platform capabilities. Categorize requirements as: Standard functionality Configuration Power Platform extension Custom development Integration Reporting or analytics Process or policy change Out of scope Document functional gaps, business impact, dependencies, and recommended solutions. Explain functional tradeoffs and alternatives to business stakeholders. Minimize unnecessary customization and promote scalable, supportable solution designs. Support the Solution Architect with solution recommendations, estimates, assumptions, risks, and roadmap development. Power Platform, Copilot & Automation Identify opportunities to improve sales processes using Power Apps, Power Automate, Power BI, and Copilot Studio. Define requirements for workflow automation, approvals, notifications, assignments, escalations, and follow-up activities. Support the design of model-driven applications and related user experiences. Define business requirements for Copilot and AI-enabled sales scenarios, including: Lead and opportunity summaries Email and meeting assistance Suggested follow-up activities Sales research and account insights Opportunity qualification Next-best actions Automated data capture Sales-agent and autonomous-agent scenarios Define user, security, data-access, exception-handling, and human-review requirements for AI-enabled processes. Assist in validating AI outputs against business expectations and responsible AI requirements. Integration Requirements Gather and document functional integration requirements between Dynamics 365 Sales and other platforms, including: ERP and financial systems Dynamics 365 Finance and Supply Chain Management Dynamics 365 Business Central Marketing and customer data platforms Customer service and contact center systems E-commerce and order-management platforms Data warehouses and Microsoft Fabric Document-management and collaboration platforms Third-party quoting, pricing, and sales applications Define the business events, data fields, direction, timing, frequency, validation, and error-handling requirements for each integration. Document system-of-record and master-data ownership decisions. Define functional reconciliation, exception-management, retry, and monitoring requirements. Participate in integration design reviews and validate that proposed technical designs meet business requirements. Support end-to-end integration testing and business validation. Security & Access Requirements Gather requirements for business units, teams, territories, hierarchies, record ownership, and data access. Define functional requirements for security roles and field-level security. Document access requirements by user persona and business function. Identify sensitive, confidential, personal, or regulated information requiring additional controls. Validate that the security configuration supports business operations and appropriate separation of duties. Develop security test scenarios and support user-access validation. Coordinate with the Solution Architect and security teams to resolve access and compliance concerns. Reporting & Analytics Gather reporting, dashboard, forecasting, and analytics requirements from business stakeholders. Define operational, management, and executive reporting needs. Document required metrics, calculations, data sources, filters, hierarchies, and refresh expectations. Support the design of Dynamics 365 dashboards, charts, views, Power BI reports, and Microsoft Fabric analytics. Define requirements for sales metrics such as: Pipeline value and coverage Lead-conversion rates Opportunity win rates Sales-cycle duration Forecast accuracy Quota attainment Revenue by product, region, territory, or seller Activity and engagement trends Opportunity aging and stalled opportunities Validate reports and calculations with business owners. Ensure reporting requirements are incorporated into data migration and integration designs. Testing & Quality Assurance Develop the functional testing strategy in coordination with the Project Manager, Solution Architect, and Quality Assurance team. Create test scenarios, test cases, expected results, and business-process validation scripts. Support: Functional testing System integration testing Data migration testing Regression testing Security-role testing Performance and volume validation User acceptance testing Ensure test cases are traceable to approved requirements and acceptance criteria. Coordinate test-data preparation and business-user participation. Document defects with clear reproduction steps, expected results, severity, and business impact. Work with functional and technical teams to validate defect resolution. Manage UAT readiness, execution, status reporting, and business sign-off. Confirm that critical business processes and data are validated before go-live. Training, Adoption & Change Support Identify user personas, role-specific processes, and training requirements. Develop or support the development of: Training materials User guides Process documentation Quick-reference guides Frequently asked questions Demonstration scripts Conduct solution demonstrations and train-the-trainer sessions. Support end-user training and adoption activities. Gather feedback from users and incorporate approved improvements. Help business stakeholders understand changes to roles, processes, responsibilities, and data ownership. Support adoption monitoring and continuous-improvement planning. Agile & Delivery Responsibilities Participate in Agile, Waterfall, or hybrid delivery models. Support backlog development, prioritization, refinement, and sprint planning. Convert approved requirements into detailed user stories and acceptance criteria. Participate in daily standups, design sessions, sprint reviews, demonstrations, and retrospectives. Track functional actions, decisions, dependencies, risks, and issues. Communicate progress and blockers to the Project Manager and Solution Architect. Support estimation by providing functional complexity, dependency, and effort input. Coordinate with onshore and offshore functional and technical teams. Ensure functional deliverables are completed according to project standards and schedules. Go-Live & Post-Go-Live Support Support go-live readiness assessments and business cutover planning. Develop functional cutover checklists and business-validation activities. Coordinate final data validation and business sign-off. Support user provisioning, security validation, configuration verification, and smoke testing. Participate in deployment and cutover activities. Provide functional support during hypercare and post-production stabilization. Analyze production issues and coordinate resolution with functional and technical teams. Support knowledge transfer to application support and operations teams. Document lessons learned, unresolved items, and post-go-live improvement opportunities. Client & Stakeholder Management Serve as a trusted functional advisor to sales leaders, sales operations, business users, data owners, and IT stakeholders. Facilitate workshops and communicate complex requirements in clear business language. Present process designs, demonstrations, migration findings, test results, and recommendations. Manage stakeholder expectations and maintain transparency regarding functional risks and dependencies. Build agreement across business units with different processes and priorities. Escalate unresolved decisions and scope concerns to the Project Manager and Solution Architect. Maintain professional, accurate, and complete project documentation. Required Qualifications 8+ years of experience delivering CRM, sales automation, or enterprise business application solutions. 5+ years of hands-on experience with Microsoft Dynamics CRM or Dynamics 365 Customer Engagement. Significant functional experience with Microsoft Dynamics 365 Sales. Proven experience serving as a Senior Functional Consultant or Functional Lead on enterprise implementations. Strong understanding of end-to-end sales processes, including lead management, opportunity management, pipeline management, forecasting, quoting, and order handoff. Demonstrated experience gathering and documenting complex business requirements. Hands-on experience developing user stories, acceptance criteria, process flows, fit-gap analyses, and functional design documents. Strong experience gathering data migration requirements and producing source-to-target mapping documentation. Experience with data cleansing, transformation, validation, reconciliation, and business sign-off. Working knowledge of Microsoft Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations. Experience supporting integrations between Dynamics 365 and ERP, marketing, finance, data, or third-party systems. Experience leading testing, UAT, training, cutover, and post-go-live support activities. Ability to work effectively with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers. Strong analytical, facilitation, documentation, presentation, and problem-solving skills. Experience working with Azure DevOps or a comparable Agile delivery platform. Preferred Skills & Experience Experience supporting enterprise assessments and modernization programs. Experience migrating from legacy CRM platforms or Salesforce to Dynamics 365. Experience with Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center. Experience with Dynamics 365 Finance and Supply Chain Management or Business Central integrations. Experience with Microsoft Copilot for Sales, Copilot Studio, and AI-enabled business processes. Experience with Microsoft Fabric, Power BI, and enterprise reporting. Experience working with global, multi-entity, multi-brand, or multi-territory organizations. Background in a consulting or systems-integrator environment. Familiarity with Microsoft FastTrack engagement practices. Experience working within regulated or data-sensitive industries. Ability to mentor junior Functional Consultants and Business Analysts. Preferred Certifications Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate Microsoft Certified: Power Platform Functional Consultant Associate Microsoft Certified: Power Platform Solution Architect Expert Relevant Microsoft Power Platform, Dynamics 365, Copilot, or Microsoft Fabric certifications Tools & Platforms Microsoft Dynamics 365 Sales Microsoft Dynamics 365 Customer Engagement Microsoft Dataverse Microsoft Power Apps Microsoft Power Automate Microsoft Power BI Microsoft Copilot Studio Microsoft 365 and Teams Azure DevOps Microsoft Fabric Microsoft Dynamics 365 Finance and Supply Chain Management Microsoft Dynamics 365 Business Central Key Deliverables & Expectations Current-state and future-state business process documentation Business and functional requirements User stories and acceptance criteria Fit-gap analysis and functional design documentation Migration scope and source-to-target mapping documents Data dictionary, transformation rules, and validation criteria Requirements traceability matrix Configuration workbooks and design decisions Integration and reporting requirements Test scripts, UAT plans, defect records, and business sign-offs Training materials and user documentation Cutover checklists and post-go-live support documentation Accurate communication of risks, issues, dependencies, and decisions Successful delivery of a scalable Dynamics 365 Sales solution aligned with business outcomes WHY CUSTOMERS CHOOSE DIGITAL COMPQSOFT: o 28 years of experience in delivering complex IT Services & Solutions o Microsoft Partnership heritage o Thought Leadership - Excellent customer references. o Execution Focus - High quality while being very cost effective with blended mode. CompQsoft Digital is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, and veteran or disability status. Employee is required to travel to business and customer locations, locally and/or nationally up to 20-30%. The Company reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. Compqsoft Digital Is an Equal opportunity Employer.