Position Title: Senior Functional Consultant –   Microsoft Dynamics 365 CE Sales

Location: Argentina ( Remote ) 

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.