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.

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

Microsoft Technical Consultant 

Company Name

Savex Technologies Pvt. Ltd.

Mode of Working

Work Form Office

Days of Working

6 days a week(1st and 2nd Saturday is off; remaining Saturdays are Half day working)

Responsibilities

Objective:

• Skilled Technical Consultant with expertise in presales, delivery, and support of Microsoft solutions such as Intune, Azure, and related technologies.
• This role involves assisting with solution design, deployment, migration, and post-implementation support while working closely with customers and internal teams.

Presales

✓ Collaborate with the sales team to understand customer requirements and design tailored technical solutions for Microsoft products like M365, Intune, Azure as well as other products like Okta, Zoho, Kaspersky, and Freshworks

✓ Prepare and deliver technical presentations, demonstrations, and proof-of-concept sessions for M365, O365, Azure,Okta,Zoho,Kaspersky and Freshworks

✓ Assist in creating technical proposals, scope documents, and cost estimations for Microsoft and associated third-party products.

✓ Act as a technical advisor to clients, addressing concerns and questions during the presales phase.

 Delivery

✓ Manage and execute the deployment of M365, O365, , Azure solutions,Okta,Zoho,Kaspersky and Freshworks including tenant\Product setup, configuration, and optimization.

✓ Plan and perform migrations such as O365 to O365 or Azure migrations with minimal downtime.

✓ Customize and integrate Microsoft tools to align with business requirements.

✓ Coordinate with cross-functional teams to ensure timely and successful project delivery.

Support

✓ Provide Level 2 support for Microsoft solutions as well as for Okta,Zoho,Kaspersky and Freshworks, resolving escalated issues for those products and other integrated systems.

✓ Troubleshoot and resolve technical problems in a timely manner, escalating to L3 or vendor support when necessary.

✓ Monitor and manage security solutions (e.g., Kaspersky), ensuring compliance with organizational policies.

✓ Support and maintain ITSM tools (Zoho Ticketing, Freshworks), ensuring effective tracking and resolution of client issues.

Technical Skills

✓ Expertise in M365 and O365 suite: Exchange Online, SharePoint, Teams, OneDrive, AD and other Microsoft Services.

✓ Strong knowledge of Azure services: Virtual Machines, Storage, Identity Management, AD Connec & other Azure Services.

Migrations:

✓ Hands-on experience with O365 tenant-to-tenant migrations & other e-mails services to O365 migration.

✓ Proficiency in Azure migrations, including lift-and-shift or modernization approaches.

Skills Needed

Qualification: 

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• 3+ years of relevant experience in technical consulting, particularly with Microsoft and ITSM tools.
• Certifications in Microsoft products (e.g., M365, Azure Fundamentals, Azure Administrator) is must.
• Strong problem-solving skills and the ability to work independently or as part of a team.
• Excellent verbal and written communication skills.

Other

• Willingness to travel occasionally for onsite client engagements.
• Ability to work under pressure and meet tight deadlines.
• Strong organizational skills with attention to detail.

Interview process

1st Virtual Round

2nd Face to Face Round

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)

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)

Role Overview

We are looking for a dynamic and detail-oriented ERP Functional Consultant / Implementation & Support Engineer who will be responsible for ERP implementation, user training, and ongoing client support.

Key Responsibilities

● Implement ERP applications at client locations

● Provide user-wise and department-wise training

● Understand and analyze client business requirements and map them in ERP

● Coordinate with internal and external stakeholders for data setup and documentation.

● Prepare user-defined reports and maintain proper documentation

● Handle end-to-end ERP implementation lifecycle.

● Provide post-implementation support and troubleshooting

● Work on modules like Sales, Purchase, Production, Inventory, Finance, HR, etc.

● Manage multiple projects simultaneously in a fast-paced environment

● Ensure timely project delivery and meet utilization targets

Required Skills & Competencies

● Strong analytical, functional, and communication skills

● Understanding of business processes, preferably in the manufacturing industry

● Basic knowledge of SQL (ability to write simple queries).

● Knowledge of ERP modules (Sales, Purchase, Inventory, Finance, HR, etc.)

● Ability to quickly learn new technologies and tools

● Strong problem-solving and multitasking abilities

● Ability to work independently as well as in a team

Eligibility Criteria

● Freshers or candidates with up to 2 years of experience

● Candidates with 2–3 ERP implementation projects preferred (for experienced roles)

● Good communication skills in English and Hindi & Tamil, Telugu, Kannada (regional language is an advantage).

Important Notes (Mandatory Conditions)

1. This is a 100% Work From Office role (No Hybrid / Remote option available)

2. Candidates must be open to travel across India and internationally based on project requirements (Male candidates preferred for travel roles).

3.Accommodation and food are not provided (except during client-site implementation).

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.

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.