Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate

PwC•Tampa, FL

1d•$77,000 - $202,000

About The Position

PwC’s Microsoft Dynamics team helps clients transform technology landscapes across front-, back- and mid-office functions using Microsoft Dynamics. The team aligns industry-focused consulting solutions with Microsoft technologies such as Dynamics 365, Azure, Power Platform and Power BI. The role is for a Senior Associate working as part of a team to solve complex business issues from strategy through execution, applying PwC’s Professional framework and its expectations for leadership, development, quality, communication and ethical conduct. The functional lead works with clients to understand requirements and assess, design and implement Dynamics 365 application solutions. Responsibilities span business process analysis, solution demonstrations, fit-gap analysis, functional requirements, project planning and coordination, data migration, testing, training and support for business development. The role requires client-facing consulting and collaboration with customers, technical architects, developers, stakeholders and team members.

Requirements

Bachelor's degree.
At least 3 years of experience.
Proven success leveraging Dynamics 365 CRM or ERP, including D365, 2013, 2011 or 4.0 systems, core and external components, and architecture.
Experience configuring and customizing Microsoft Dynamics 365 products.
Thorough functional knowledge of the CRM or ERP space.
Project management skills to lead engagements through completion.
Effective written and verbal business communication skills with clients and firm staff and management.

Nice To Haves

One or more certifications in Dynamics CRM or ERP, including D365, 2013, 2011, 4.0 or Online.
Experience as a client-facing Microsoft Dynamics 365 Functional Consultant at a top-tier consulting organization.
Functional knowledge in an industry vertical and knowledge of competitive CRM or ERP solutions.
Experience using Microsoft BI tools, MS SQL Server and SSRS reporting services.
Experience using MS Visio as a diagramming tool.
Applicants without a bachelor's degree may be considered if they have three years of specialized training and/or progressively responsible work experience for each missing year of college-level training, in addition to the required three years of Microsoft Dynamics CRM or ERP experience.

Responsibilities

Understand client requirements across Sales, Services, Marketing and Support.
Demonstrate Dynamics 365 solution capabilities, determine business requirements, and advise on complex business cases and solutions involving D365, third-party products and customizations.
Conduct business process analysis and create detailed process flows using a diagramming tool such as Visio.
Conduct fit-gap analysis and create functional requirements documents for stakeholder, business lead and subject matter expert review and signoff.
Develop project plans and task estimates, coordinate and manage project work to meet deadlines and budget, manage day-to-day project activities, and maintain a content repository.
Provide design input, migrate data from external systems, support solution testing, build test cases, assist with functional, system and user acceptance testing, and deliver or support user and administrator training.
Assist sales teams with proposals, participate in client presentations and support professional-services business development as needed.
Contribute across Dynamics 365 solution lifecycle stages, including assessment, design, development, deployment, testing, operations and diagnostics.
Use Microsoft BI tools, MS SQL Server and SSRS to manage the reporting lifecycle, including report design, creation, publishing, subscriptions and alerts.
Lead engagements through completion while collaborating with customers, technical architects and developers.
Communicate with clients and firm staff and management, including preparing and delivering presentations to business users and creating concise, accurate project documents.
Participate in client discussions and meetings, identify and address client needs, communicate a broad range of firm services, manage engagements and project economics, and respond flexibly to unanticipated issues.
Build relationships with team members, understand personal and team roles, seek guidance and feedback, and provide guidance and feedback to less-experienced staff.
Review work for quality, accuracy and relevance; use appropriate tools and explain tool choices; and uphold the firm's code of ethics and business conduct.