Senior Functional Consultant
Description Position Title: Senior Functional Consultant – Microsoft Dynamics 365 CE Sales Location: Argentina ( Remote ) Requirements 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 foreca