HSO IND - Functional Consultant - Dynamics 365 Project Operations & Sales
HSO · Bengaluru, Karnataka, India
Apply & track with Apply EdgeJob Role: Lead Functional Consultant
With a head count of over 280 employees in the UK, winning multiple awards such as 2020 Microsoft Partner of the Year, Best Tech company 2021 and Top 3 Large Companies to work for 2021 our reputation in the Dynamics Market is higher than ever. Prioritizing customer satisfaction, our expertise and pragmatic approach to each customer’s business needs enable us to provide a 100% reference-able solution, supported by award winning 24-hour support. Our recruitment moto has always been – ‘We don’t want good people to just join us, we want them to stay with us’. Ensuring our employees are challenged, supported and engaged in our wider family is key to our continued success – we have a designated Learning and Development Team who are continuously offering the best training on the market, combined with an Engagement Team who are creative in ways we can have social activities virtually.Experience Required: 8+ yearsRole SummaryHSO is seeking experienced Dynamics 365 Functional professionals for a strategic digital transformation program involving Dynamics 365 Sales, Customer Service, Field Service, Marketing, Power Platform, Project Operations, Finance & Operations, Dual-write, AI/Copilot capabilities and advanced analytics. The project includes enterprise-grade implementation and optimization of business processes across sales, project management, resource management, forecasting, invoicing, reporting and automation.Job PurposeTo lead and deliver Dynamics 365 Project Operations and Sales implementations across customer engagements, ensuring successful solution design, process optimization, deployment and adoption. The role will act as the primary functional lead for customer workshops, solution architecture discussions and implementation delivery while supporting pre-sales and customer relationship management activities. The role focuses on solution strategy, stakeholder management, governance, functional leadership and ensuring scalable CRM implementations aligned with business objectives.Key ResponsibilitiesLead CRM solution design and functional architecture discussions.Review and approve functional designs, user stories and configurations. Lead functional workshops and discovery sessions for Dynamics 365 Sales and Project Operations implementations.Drive end-to-end solution design across Sales, Project Operations, Finance & Operations and Dual-write integrations.Work closely with stakeholders to define business processes, project delivery models, governance and transformation of roadmaps.Lead implementation activities related to Leads, Opportunities, Projects, Tasks, Journals, Vendors, Price Lists, Time & Expense management, Forecasting, Budgeting, Invoicing and Resource Utilization.Design and Oversee Schedule Board, Resource Requisition, Resource Assignment and Task PlanningLead design and optimization of complete sales lifecycle processes. Define and improve: Lead Lifecycle Management Lead to Opportunity process Opportunity Management Quote to Order process Product & pricing management Sales forecasting and pipeline management Provide recommendations for sales automation and process optimization.Lead AI and Copilot adoption initiatives including Sales Copilot, AI Agents, Activity Tracking and intelligent automation.Collaborate with technical teams for integrations, Power Platform solutions, Canvas Apps, dashboards and reporting.Define reporting strategy using Power BI, embedded analytics and operational dashboards.Support pre-sales activities, solution demos, estimation and customer presentations.Mentor consultants and ensure best practices, governance and delivery quality.Ensure projects are delivered within agreed timelines, quality standards and budget.Deliver end-user and key-user training sessions.Required Skills8+ years of experience in Dynamics 365 implementations.Strong expertise in Dynamics 365 Sales module including:Sales lifecycle Lead managementQuote-to-order processes Security designDashboard & reporting managementStrong experience in Dynamics 365 CE Project Operations including:Project-based sales to delivery lifecycleProject setup and Work Breakdown Structure (WBS) / task planningResource scheduling and bookingsProject documentation and knowledge managementProject contracts, milestones and invoicing schedules Time & expense capture and approval processesCost and revenue recognition profilesBilling, forecasting and profitability managementUnderstanding of Marketing and Customer ServiceStrong understanding of Dynamics 365 Finance & Operations integration with Project Operations using Dual WriteExperience working on projects with Copilot, AI Agents, automation.Experience working on:Customer Engagement to finance integration scenariosProject contract synchronizationResource and transaction synchronizationProject invoice and financial integration processesDual Write mappings, troubleshooting, and synchronization monitoringProven track record implementing Dynamics 365 Project Operations solutions in large-scale enterprise deployments, preferably across multi-country rollouts.Experience as a Functional Lead or Senior Consultant in at least one international end-to-end Dynamics 365 CRM implementation project, preferably with intercontinental rollouts.Experience conducting customer workshops and requirement gathering sessions.Strong understanding of implementation methodologies.Experience working in Agile delivery models.Preferred pre-sales experience including:Solution demonstrationsEstimations RFP/RFI responsesCustomer presentations and workshopsStrong stakeholder management and customer-facing communication.Ability to lead global implementations and distributed teams.Strong analytical and business process mapping skills.Ensure alignment with Microsoft best practices and industry standards.Microsoft certifications in Dynamics 365 are preferred.Relevant CertificationsMicrosoft Certified: Dynamics 365 Project Operations Functional Consultant AssociateMicrosoft Certified: Dynamics 365 Sales Functional Consultant AssociateMicrosoft Certified: Power Platform Functional Consultant AssociateMicrosoft Certified: Power Platform App Maker Associate (preferred)Project Scope IncludesDynamics 365 SalesDynamics 365 Project OperationsDynamics 365 Finance & OperationsDual-write IntegrationPower PlatformCopilot and AI AgentsPower BI Dashboards and ReportingLead & Opportunity ManagementProjects, Tasks, Journals and VendorsResource Utilization and ForecastingSchedule Board and Resource AssignmentsTime & Expense ManagementCanvas Apps for Time EntriesBudgeting, Forecasting and InvoicingAnalytics, Reporting and Activity TrackingHSO is looking for highly motivated professionals with strong consulting, communication, and customer engagement skills capable of delivering enterprise-scale Dynamics 365 transformation programs.