Microsoft Dynamics 365, Consultant II

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Under the direction of a Senior Consultant or Manager, the Microsoft Dynamics 365, Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client’s business processes and information technology.    Essential Responsibilities - Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs under the guidance of a Senior Consultant or Project Manager. - Assist in client CRM projects through assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support, while following established project plans and methodologies. - Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components. - Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership. - Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation for implemented features with review and support from senior team members - Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues to project leadership as needed. - Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development. - Provide urgent on-site or remote support when critical issues arise, coordinated with project leadership. - Support business development efforts through scoping, configuring, and demonstrating the CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging - Assist in the development of work plans, proposals, and engagement letters in preparation of client projects 

Knowledge, Skills and Abilities

Required Qualifications - 2-5 years of experience with software  implementations, defining business requirements, business process management and client relationship management  - 2+ years of Business Analysis experience  - Experience with software troubleshooting and testing  - Solid understanding of logical data modeling  - Superior written and verbal communication skills  - Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies  - Strong desire to help clients maximize value by leveraging technology and process improvement  Preferred Qualifications  - Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing  - Experience with advanced Microsoft Excel and Visio concepts  - Microsoft Dynamics D365 CRM certifications  - Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.  -   Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!