Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst

McLane Global • Houston, TX

7h

About The Position

As one of the world’s largest food-grade logistics companies, McLane Global relies on the efficiency of its fulfillment centers. We consider all our warehouses to be systematic and operate with a customer-centric mentality. To deliver on our promise to customers, we rely on exceptionally talented, bright, and committed people. We cultivate and embrace a diverse employee population. We recognize that people with diverse backgrounds, experiences and perspectives fuel our growth and enrich our global culture.
The Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst at McLane Global is responsible for leading, enhancing, and supporting the Dynamics 365 CRM environment across Sales, Customer Service, and Marketing functions. This role serves as a strategic bridge between business stakeholders and technical teams to ensure the CRM platform effectively supports sales pipelines, customer lifecycle management, service operations, and integrated processes with D365 Finance & Operations (F&O).
This position combines hands-on configuration, business analysis, automation, integration, data governance, and user enablement to drive CRM adoption, performance, and continuous improvement.

Requirements

• Bachelor’s degree in Information Systems, Business, Computer Science, or related field (or equivalent experience).
• 2-5 years of hands-on experience with Microsoft Dynamics 365 CE/CRM
• Functional experience with Sales Hub and Customer Service Hub.
• Hands-on experience with Power Automate and exposure to Power Apps.
• Working knowledge of Dataverse (entities, relationships, business rules).
• Experience supporting CRM data imports, reporting, and integrations.
• Understanding of core CRM business processes:
• Lead-to-opportunity pipeline
• Customer lifecycle management
• Case management and approvals
• Strong analytical, troubleshooting, and documentation skills.
• Clear communication skills and comfort working with business stakeholders.

Nice To Haves

• PL-200: Power Platform Functional Consultant.
• MB-910: Dynamics 365 Fundamentals (CRM).
• PL-400 or other Power Platform certifications.
• Microsoft Dynamics 365 certification (preferred but not required).

Responsibilities

• Business Analysis & Stakeholder Support
• Gather, analyze, and document business requirements related to CRM processes.
• Translate business needs into clear functional requirements and user stories.
• Partner with Sales, Customer Service, Marketing, Operations, and IT teams.
• Support user acceptance testing (UAT), validation, and deployment activities.
• Assist with process improvements and CRM adoption initiatives.
• Dynamics 365 CE Configuration & Support
• Configure and maintain Dynamics 365 CE components including:
• Entities, fields, forms, views
• Workflows, business rules, and basic Business Process Flows (BPFs)
• Support and enhance Sales Hub (leads, opportunities, activities, pipeline stages).
• Support Customer Service Hub (cases, queues, SLAs, routing, knowledge).
• Assist with marketing-related CRM processes and customer lifecycle tracking.
• Build basic dashboards, views, and reports for business users and leadership.
• Help improve usability through structured configuration, documentation, and training.
• Power Platform & Automation
• Build and maintain Power Automate flows (notifications, approvals, simple integrations).
• Support and enhance model-driven apps within Dynamics 365 CE.
• Assist with Power BI reports and dashboards embedded in CRM.
• Apply Dataverse best practices including:
• Data modeling and relationships
• Validation logic and business rules
• Environment-based solution management
• Support solution deployments across Dev / Test / Prod environments.
• Integrations, Data & System Support
• Support and troubleshoot CRM integrations, including D365 CE ↔ D365 F&O (dual-write).
• Assist with data imports, mappings, templates, and data cleanup.
• Help monitor system performance, workflows, permissions, and automation.
• Support data governance, reporting accuracy, and audit readiness.
• Security, Documentation & User Support
• Assist with CRM security roles, teams, and access troubleshooting.
• Follow change control, security, and audit processes.
• Maintain documentation, SOPs, and training materials.
• Provide day-to-day user support and training to improve CRM effectiveness.

Benefits

• Competitive base compensation
• Full Benefits including Medical, Dental and Vision effective on the first day of employment
• 401(k) with Employer Match (quarterly enrollment)
• Paid Holidays (no waiting period to receive holiday pay)
• Paid vacation, personal, and sick days effective on first day of employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level