D365 CRM
Functional Consultant
A business-focused CRM expert who bridges the gap between stakeholder needs and platform capability — translating complex processes into well-designed D365 solutions through deep functional knowledge and structured delivery.
Requirements gathering
Structured workshops and stakeholder interviews to capture and validate business needs.
Solution design
Translating requirements into a coherent D365 solution architecture and functional spec.
Process mapping
As-is / to-be business process analysis with gap identification and redesign recommendations.
Configuration & setup
Hands-on D365 configuration — entities, processes, automation, and no-code customisation.
Training & adoption
User training, documentation, and change management programmes to drive CRM adoption.
UAT & go-live support
Supporting user acceptance testing, issue resolution, and hypercare post go-live.
D365 modules
Methods & tools
Discovery & design
- Requirements workshops & sign-off
- Fit-gap analysis documentation
- Functional design specifications
- Process maps (as-is & to-be)
- D365 solution architecture outline
Delivery & adoption
- Hands-on D365 configuration
- UAT support & issue management
- End-user training & guides
- Change management support
- Hypercare & post-go-live optimisation
Business-platform alignment
Ensures the CRM truly reflects your business processes, not just the platform defaults.
Reduced rework
Clear functional specs before build prevents costly changes mid-project or post go-live.
Higher user adoption
Structured training and change management programmes turn users into CRM advocates.
Delivery confidence
Experienced project oversight keeps implementations on scope, on time, and on budget.
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D365 CRM
Functional Consultant
Requirements, solution design, configuration, and user adoption — bridging business needs and platform capability from day one.