Exigo Tech
Website:
exigotech.co
Job details:
About Us:
Exigo Tech is a Sydney-based Technology Solutions Provider focused on providing solutions on three major verticals; Infrastructure, Cloud, and Application to businesses across Australia. We help companies reach operational efficiencies by empowering them with technology solutions that drive their business processes.
Click Here to know more : LIFE AT EXIGO TECH
Exigo is looking for a Full-time MS Dynamics CRM 365 Functional Consultant
We are seeking a seasoned Functional Consultant with deep expertise in Microsoft Dynamics 365 Customer Engagement (CE). This role demands a strong blend of business acumen and technical proficiency to lead end-to-end CRM implementations, customizations, and integrations for enterprise clients.
Roles & Responsibilities
Discovery & Solution Design
- Conduct workshops, fit‑gap analysis, AS‑IS/TO‑BE process mapping, and impact assessments
- Define functional design (BRD/FRD), user stories, acceptance criteria, and process flows
- Lead config‑vs‑custom decisions, maximizing OOB capabilities before customizations
- Collaborate with solution architects on data model, security, and environment strategy
Configuration & Prototyping
- Configure model‑driven apps, tables (entities), forms/views, business rules, Business Process Flows (BPFs), choices, and permissions
- Set up Sales (lead‑to‑cash), Customer Service (cases, SLAs, entitlements, queues), Field Service (work orders, booking, assets), and/or Marketing (segments, journeys) features as applicable
- Prepare prototypes/POCs and lead conference room pilots (CRPs) and stakeholder demos
- Work according to the norms defined in the ISMS 27001 policy.
Data, Integrations & Reporting
- Define data migration scope (masters, open transactions, history), mappings, and reconciliation using Dataflows/DM/ETL tools
- Specify integration requirements (near‑real‑time vs batch), error‑handling, retries, and idempotency expectations (via Web API/Logic Apps/Service Bus, etc.)
- Define reporting & analytics needs (views, charts, dashboards, Power BI models), and data governance (duplicates, enrichment, retention
Testing, Readiness & Adoption
- Author test scenarios/scripts; execute SIT/UAT, manage defects, and secure sign‑offs
- Develop training plans, role‑based guides, and conduct end‑user training
- Drive change management (communications, adoption KPIs) and readiness assessments
Cutover, Hypercare & Support
- Prepare cutover plans, run mock cutovers, and manage go‑live readiness checklists
- Provide L2 functional support, triage issues, prioritize fixes, and optimize processes during hypercare
- Maintain functional documentation (solution design, SOPs, runbooks)s
Project Governance & Stakeholder Management
- Contribute to estimations, RAID management, status reporting, and compliance (security, privacy, localization)
- Partner with technical teams on plugins, flows, PCF, ALM/DevOps, and environment management
- Mentor junior consultants; contribute to accelerators, templates, and best practices
Key Competencies & Behavioural Skills
- Design Quality: Fit‑gap closure rate, change requests due to design gaps
- Testing Outcomes: UAT pass rates, defect leakage, rework effort
- Adoption: User enablement scores, active usage, time‑to‑value for key processes
- Data Readiness: Migration accuracy on first pass, duplicate rate, data quality scores
- Delivery Predictability: Milestone adherence, scope variance, go‑live stability (incident volume/MTTR)
- Strong process thinking and analytical problem‑solving
- Excellent facilitation & communication; ability to translate business goals into system design and articulate trade‑offs
- Stakeholder management with a change‑management mindset and user empathy
- Ownership, attention to detail, and collaborative partnering with technical and business teams
Functional
Sales (Lead‑to‑Cash)
- Lead, opportunity, quote, order, invoice processes; product/catalog/price list setup; forecasting
- Sales KPIs, territories, goal management, and Sales Accelerator/sequences (nice‑to‑have)
Customer Service / Omnichannel
- Case lifecycle, queues/routing, SLAs/entitlements, knowledge management
- Omnichannel: work streams, channels, unified routing, agent experience (nice‑to‑have)
Field Service (Preferred for FSM roles)
- Work orders, incident types, products/services, resource scheduling, inventory/returns
- Assets/IoT scenarios, preventive maintenance, service agreements/entitlements
Marketing (Nice‑to‑have or role‑specific)
- Real‑time & outbound journeys, segments, consent/opt‑in, event management, leads sync to Sales
Cross‑Functional
- Business Process Flows, approvals, audit/tracking, duplicate detection, data stewardship
- Security (roles, teams, field‑level), multi‑company / multi‑region / multi‑currency
- Compliance: data retention, consent/privacy (GDPR‑like), localization requirements
Technical
- Strong hands‑on configuration in Dynamics 365 CE and Dataverse (tables, relationships, forms, views)
- Power Automate (cloud flows): approvals, error handling, basic automation patterns
- Understanding of Dataverse Web API/OData capabilities to define integration requirements (no heavy coding expected)
- Familiarity with ALM concepts: managed/unmanaged solutions, solution segmentation, environment variables
- Data migration basics: Dataflows/ADF/SSIS/KingswaySoft (requirements & validation approach)
- Reporting awareness: Power BI dashboards, in‑app charts/views; define analytics KPIs and data model needs
- Telemetry/performance awareness: recognizing common limits (API calls, query complexity), and triaging user‑perceived slowness
Others
- Power Platform: Power Automate, Power Apps, Virtual Tables, Dataverse Plugins for F&O scenarios
- Azure: Logic Apps, Functions, Service Bus, API Management, Key Vault, Storage, Monitoring
- Methodologies: Agile/Scrum, story slicing, estimation techniques; Domain‑Driven Design concepts
Certification: PL-400, MB 200, MB 210, MB 240, MB 230, MB 600, AZ-900, PL-900 , Any power platform certification is a plus
Education: Bachelors / Masters -B.Tech / M.Tech / B.C.A / M.C.A
Experience: 5+ years
Location: Vadodara (WFO).
Email: hr@exigotech.com.au
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