Microsoft Dynamics 365 CRM Functional

As a techno-functional consultant you will be responsible for delivering and optimizing end-to-end solutions on the Dynamics 365 platform by bridging business requirements with technical implementation. The role focuses on configuring and enhancing Dynamics 365 Customer Service and Field Service modules, enabling seamless integration with SAP systems, and supporting multiple Power Pages portals for customers and subcontractors. The objective is to ensure efficient business process execution, secure and scalable integrations, and improved user experience through continuous collaboration with stakeholders, proactive problem-solving, and adherence to best practices and standards.

Tasks & Responsibilities: 

• Bridge the gap between business requirements and technical delivery across D365 Customer Service and Field Service
• Contribute to functional workshops, requirement gathering sessions, and solution design discussions with business stakeholders
• Good to have basic process understanding of SAP system.
• Configure D365 modules and implement light customizations — plugins, custom APIs, JS/TS, and Power Automate flows
• Design end-to-end solutions covering data model, SLAs, entitlements, and integrations
• Support UAT, produce functional specification document, and ensure solutions align with Microsoft best practices
• Training delivery and end-user adoption support post go-live
• Understanding of Model-Driven App design including entities, forms, views, dashboards, security roles etc.
• Strong client relationships to engage business and technical audiences equally
• Prepare and maintain key project documentation including Functional Specification Documents (FSD), Solution Design Documents (SDD), business process flows, and UAT documents
• Create and manage user stories, acceptance criteria, and test cases in Azure DevOps, ensuring traceability and alignment with business requirements

Education & Trainings + Certifications:

• At least 6 to 8 years of relevant experience in Dynamics 365, Field Service, Power Pages.
• Proven expertise with Dynamics 365 functional area, documentations, design, development, end-to-end implementations and solutions.

Technical know-how: 

• Strong understanding of Dynamics 365 Customer Service and Field Service modules, including case management, SLAs, entitlements, work orders, and scheduling
• Hands-on experience with Microsoft Dataverse, including entity design, relationships, forms, views, business rules, and security model
• Working knowledge of Model-Driven App development and customization
• Ability to implement light customizations using C#, .NET plugins, custom workflows, Web APIs, JavaScript/TypeScript
• Experience with Power Platform tools including Power Automate and basic exposure to Power Pages (portal configuration and customization)
• Good understanding of integration concepts, including REST/SOAP APIs and experience integrating D365 with external systems (preferably SAP)
• Experience with Azure DevOps for managing user stories, test cases, backlog, and release tracking
• Understanding of software development lifecycle (SDLC), Agile methodology, and UAT processes
• Knowledge of documentation standards including FSD, SDD, use cases, and business process mapping
• Good understanding of security concepts including role-based access, data security, and portal authentication mechanisms 

Soft Skills:

• Good team player skills to be able to work within a global team with shared global responsibilities
• Strong service orientation
• Solution-oriented and structured way of working
• Friendly, communicative and team-oriented player
• Business fluent English skills, spoken and written
• Intercultural competence 

We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.

The consultant will bring deep Salesforce platform expertise to the discovery and transformation team, supporting requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.

The ideal candidate should be comfortable engaging with both business and technical stakeholders and translating complex business requirements into practical Salesforce capabilities and target-state solutions.

Role Overview

We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.

Key Responsibilities

• Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
• Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
• Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
• Design and implement email automation and lead nurturing workflows
• Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
• Advise on Salesforce licensing needs based on the rebuilt scope
• Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
• Work in a sandbox/staging environment before deploying changes to production
• Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
• Provide a scope of work and implementation roadmap with realistic timelines

Required Skills & Experience

• 4+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
• Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
• Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
• Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
• Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
• Experience with CDP tools and data unification is a plus
• Ability to work on tight timelines against real business deadlines (e.g., product launches)

SAP CRM Services - Functional Consultant

Experience: 4 to 7 Year

Job Location:  Hyderabad, Noida, Pune, Bangalore

Full Time Role

CTC 12 LPA

Location Flexibility:  Multiple Locations in Country

SAP CRM Services Experience - 4-7 Years Strong knowledge of customer relationship management principles 

• Proficiency in SAP CRM module functionalities 

• Customization and configuration of CRM processes 

• Customer segmentation and targeting 

• Sales and marketing automation 

• Service management and support processes 

• Integration with other SAP modules (e.g., SD, FI) 

• CRM analytics and reporting

Full-time, permanent position implementing, supporting, and optimizing enterprise ERP systems for clients, with a focus on supply chain, manufacturing, and planning modules. The role is client-facing first: success depends as much on clear, polished communication as on functional expertise.

Required

Polished client communication: able to run status calls, present findings, and manage escalations with professionalism and composure

Ability to translate technical concepts — configurations, integrations, system behavior — into plain language for business and executive audiences

Career at an IT services company, systems integrator, ERP vendor, or consulting firm (e.g., Accenture, NTT Data, Wipro, Infosys, ERP-partner boutiques) — required; candidates whose ERP experience is exclusively in-house at a single employer will not be a fit

5–8 years in enterprise ERP (any major platform: Oracle, SAP, Workday, Dynamics, NetSuite)

At least one full-cycle implementation: requirements, configuration, testing, cutover, post-go-live support

Functional depth in SCM-adjacent modules: inventory, order management, procurement, costing, or planning

Integration exposure: REST/SOAP APIs, third-party system connections, data migration

Clear written deliverables: documentation, status reports, and issue summaries that nontechnical stakeholders can act on

Preferred

Experience presenting to steering committees or client leadership

Multi-industry client exposure

Experience automating support or testing workflows

Reporting/analytics tooling (BI, embedded ERP analytics)

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Role overview

Antier Solutions is hiring a Business & Solutions Consultant to lead discovery, solution design and delivery alignment for a large enterprise client.

The role is domain agnostic: we want a structured problem-solver who can step into any industry, learn it fast and turn business goals into technology solutions our engineering teams can build.

Item Detail

1. Position                                       Business & Solutions Consultant
2. Engagement                               Enterprise client account (client-facing)
3. Reports to                                    Delivery Head / Practice Lead
4. Experience                                  6–12 years in consulting or digital transformation
5. Preferred background                Big 4 or equivalent top-tier consulting firm
6. Location                                       Mohali / Chandigarh (hybrid; client travel as needed)

Key responsibilities

Client engagement and discovery

• Act as the trusted advisor to client senior stakeholders (CXO, VP, Director level).

• Run discovery workshops, stakeholder interviews and process walkthroughs to capture business goals, pain points and constraints.

• Quickly build working knowledge of the client's industry, operating model, regulations and competitors.

Business analysis and solution design

• Convert business needs into business requirement documents, functional specifications, user stories and acceptance criteria.

• Map as-is and to-be processes, run gap and fit-gap analysis, and define the target operating model where needed.

• Work with architects and engineering leads to shape technically feasible solutions across web, mobile, cloud, data and AI platforms.

• Build business cases, ROI and cost-benefit models, and solution roadmaps with clear phasing.

Delivery and governance

• Own scope, requirements traceability and change control; keep business and technology teams aligned through the delivery cycle.

• Support sprint planning, backlog prioritisation, UAT and go-live readiness.

• Track risks, dependencies and assumptions; escalate early with a recommended mitigation.

• Prepare steering committee decks, status reports and executive summaries.

Pre-sales and growth

• Support proposals, RFP/RFI responses, solution presentations and estimates with the Business Development team.

• Identify upsell and expansion opportunities within the client account.

• Join client and prospect meetings with the sales team as the business and solution expert, and lead technical-business discovery calls to qualify opportunities.

• Translate client needs into compelling solution narratives, demos, proof-of-concept scopes and value propositions that differentiate Antier.

• Prepare effort estimates, commercial models, pricing inputs and delivery plans with delivery and finance teams.

• Co-own large proposals and enterprise deal pursuits: win themes, executive presentations and defense of the solution during client negotiations.

• Build reusable sales assets such as case studies, capability decks, solution accelerators and industry point-of-view papers.

• Use consulting networks and industry knowledge to open doors, support lead generation and strengthen relationships with enterprise decision makers.

• Provide market and competitor insights to the leadership team to sharpen go-to-market strategy and positioning.

• Support a smooth handover from sale to delivery so that commitments made in pre-sales are executed.

Required qualifications and experience

• Bachelor's degree in engineering, business or a related field; MBA or equivalent postgraduate degree from a reputed institute preferred.

• 6–12 years of experience in management or technology consulting, with at least 3 years at a Big 4 firm (Deloitte, EY, KPMG, PwC) or a comparable firm such as Accenture, McKinsey, BCG or Bain.

• Proven record on client-facing engagements for large enterprises across more than one industry or domain.

• Hands-on experience in requirements gathering, process mapping and solution definition for technology or digital transformation programs.

• Experience working with engineering teams on delivery, in Agile or hybrid models.

• Prior exposure to enterprise platforms, data and analytics, cloud, AI or blockchain programs is a strong plus.

• Demonstrated experience supporting pre-sales or business development: proposals, RFP responses, solution pitches and client presentations that contributed to deal wins.

Skills and competencies

       Area                                                                                                                        What we look for

Structured problem solving                                            Hypothesis-driven thinking, issue trees, MECE analysis, root-cause analysis

Domain agility                                                                  Learns a new industry within weeks and speaks credibly with business owners

Communication                                                               Crisp writing, executive presentations, workshop facilitation, active listening

Stakeholder management                                              Handles senior and conflicting stakeholders; builds trust and drives decisions

Technical fluency                         Understands architecture, APIs, integrations, data flows and cloud basics well enough to challenge and translate  

Analytical tools                            Advanced Excel and PowerPoint; Jira, Confluence, Visio or Lucidchart; working knowledge of Power BI or Tableau

Delivery discipline                                                           Agile and Scrum, backlog management, risk and change management

Ownership                                                                       Works independently on ambiguous problems and takes accountability for outcomes

Good to have, and what we offer

Good to have

• Certifications such as CBAP, PMP, PMI-PBA, CSPO or TOGAF.

• Experience with global clients across the US, UK, Middle East or APAC.

• Exposure to RFP and proposal writing for technology services.

What we offer

• Direct exposure to a large enterprise client and senior decision makers.

• Close collaboration with Antier's architects and engineering teams on AI, blockchain, fintech and enterprise platforms.

• A defined growth path into Principal Consultant or Client Partner roles.

• Competitive compensation aligned to Big 4 experience, with performance-linked rewards.

Key Responsibilities

ERP Transformation Leadership

* Lead enterprise-wide ERP transformation initiatives across multiple business functions.

* Drive ERP strategy, process standardization, and digital transformation programs.

* Act as the single point of ownership for ERP implementation and business process redesign.

Business Process Analysis & Design

* Conduct stakeholder workshops to understand business requirements, challenges, and pain points.

* Analyze current-state (AS-IS) processes and design future-state (TO-BE) workflows.

* Personally create and maintain BRDs, FRSs, process flows, swimlane diagrams, and user stories.

Solution Design & Implementation

* Lead fit-gap analysis and solution design discussions.

* Define master data structures, security roles, maker-checker controls, and reporting requirements.

* Work closely with implementation partners to configure ERP solutions aligned with business requirements.

* Oversee data migration, UAT, training, and change management activities.

Governance & Stakeholder Management

* Manage project scope, timelines, risks, dependencies, and budgets.

* Partner with Finance, Operations, Technology, and Leadership teams to ensure business alignment.

* Provide regular project status updates and executive-level reporting.

* Build consensus across cross-functional stakeholders and drive timely decision-making.

🔹 Required Experience

* 10–15 years of experience in ERP, business process transformation, or enterprise transformation.

* Minimum 2 successful end-to-end ERP implementation projects.

* Proven hands-on experience creating BRDs, FRSs, process maps, workflows, and business specifications.

* Strong understanding of key enterprise business processes, including: 

* Procure-to-Pay (P2P)

* Order-to-Cash (O2C)

* Record-to-Report (R2R)

* CAPEX-to-Fixed Asset

* Revenue Recognition

* Inventory & Supply Chain Management

Ability to translate complex business requirements into scalable and practical ERP solutions.

What you'll do

Own a client end to end. Learn their business, find what to automate or rebuild, and lead the work that ships it.

Turn business problems into technical solutions sit in the call, understand the real problem, design the fix, and decide how it gets built.

Stay hands-on. You'll still write code, build integrations, and work with APIs every day.

Build on whatever the client runs Zoho, Salesforce, Azure, similar platforms, and custom apps where needed.

Run delivery: scope it, sequence it, ship it, support it. The timeline is yours.

Review code and designs. Mentor the developers on your projects and unblock them fast.

Be the escalation point when something breaks or an integration misbehaves.

Own client communication on the technical side status, tradeoffs, bad news, early.

Keep the bar high: clear docs, clear updates, clear commit history.

What we're looking for

4–7 years shipping software, with real depth in REST APIs and system integrations.

Experience leading projects or small teams — the person others check with before they build.

Strong with business platforms (Zoho, Salesforce, or similar). Much of the leverage lives there, not in custom code.

You can sit with a non-technical client, understand the problem, and come back with a working solution.

Still enjoy building. This is technical leadership, not coordination.

Self-driven. You'll often be the senior-most engineer on the account.

Why you'll love this role

Full ownership from first call to delivery — you run projects, not a ticket queue.

Direct access to clients and leadership. Your decisions ship the same week.

Constant variety: new systems, new problems, new builds.

A step into technical leadership without giving up the hands-on work.

Location: Chakala, Andheri East, Mumbai

Experience: 2-4 Years

Looking for a role where your Zoho CRM expertise can make a real impact?

We're seeking a Zoho CRM Executive who enjoys improving processes, managing CRM data, building automation, and supporting business teams. If you've worked hands-on with Zoho CRM and want to take ownership of CRM operations, we'd love to hear from you.

What You'll Do

• Manage and maintain Zoho CRM on a daily basis
• Create workflows, automation rules, reports, and dashboards
• Support lead management and sales pipeline activities
• Ensure CRM data is accurate, organized, and up to date
• Handle data imports, updates, and cleanup projects
• Work with teams across Sales, Marketing, and Operations
• Support CRM integrations with business tools and platforms
• Identify process improvements and help drive CRM efficiency

What We're Looking For

• 2-4 years of hands-on Zoho CRM experience
• Experience creating workflows and automation
• Strong understanding of CRM data management
• Experience building reports and dashboards
• Good problem-solving and communication skills
• Ability to work independently and take ownership

Nice to Have

• Experience supporting Sales or Marketing teams
• Exposure to CRM integrations
• Experience with CRM process improvement initiatives

Why Join?

• Opportunity to own and improve CRM processes
• Cross-functional exposure across multiple business teams
• High-impact role with visibility and responsibility
• Learning and growth opportunities in operations and CRM management

Apply If You Have

✅ Strong Zoho CRM experience

✅ Experience with workflows, reports, and dashboards

✅ A passion for process improvement and data accuracy

✅ A proactive and solution-oriented approach to work

We're primarily looking for candidates with hands-on Zoho CRM experience.