Title: Project Manager – CRM + F&O 
Location: Remote
Duration: 6 Months Contract (possibility of extension)
 Role Overview
The D365 F&O + CRM Functional Consultant is responsible for end-to-end design, implementation, and optimization of Microsoft Dynamics 365 Finance & Operations (primary focus) along with Customer Engagement (CRM) capabilities.
This role bridges finance, operations, and customer engagement processes, enabling integrated enterprise solutions for multi-entity, multi-country organizations across USA and India.
The consultant will act as a functional lead and trusted advisor, driving finance-led digital transformation while ensuring seamless integration with CRM processes such as sales, customer service, and field operations.Key Responsibilities
F&O (Primary) – Finance & Operations Transformation

• Lead end-to-end design and implementation of D365 Finance & Operations modules:
  • General Ledger, AP/AR, Fixed Assets
  • Procurement & Sourcing, Inventory Management
  • Project Accounting, Budgeting, Costing
• Conduct fit-gap analysis workshops to translate business requirements into scalable system solutions.
• Design multi-entity, multi-currency financial and operational processes aligned with US GAAP and India statutory requirements.
• Define chart of accounts, financial dimensions, and intercompany structures.

CRM (Secondary) – Customer Engagement Enablement

• Support design and implementation of Dynamics 365 CRM modules:
  • Sales, Customer Service, Marketing (basic to intermediate level)
• Align CRM processes with F&O workflows such as:
  • Order-to-Cash (O2C)
  • Customer lifecycle management
  • Service billing and contract management
• Collaborate with CRM teams to ensure seamless integration between CE and F&O (Dataverse, Dual-write).

Solution Design & Integration

• Design integrated solutions across F&O and CRM ecosystems, ensuring data consistency and real-time synchronization.
• Work with technical teams to define integrations using:
  • Dual-write, APIs, Azure services
• Ensure scalable and maintainable solution architecture with minimal customization.

Data Migration & Reporting

• Lead data migration strategy using Data Management Framework (DMF):
  • Financial master data, customer/vendor data, transactional data
• Ensure data integrity, validation, and reconciliation across systems.
• Design reporting and analytics solutions using:
  • Financial reports, SSRS, and Power BI dashboards

Implementation & Delivery

• Drive end-to-end project lifecycle:
  • Requirements → Design → Configuration → Testing → Go-live
• Lead SIT, UAT, cutover planning, and hypercare
• Provide user training and documentation for finance and CRM users across regions

Stakeholder Management & Consulting

• Engage with CFOs, business stakeholders, sales leaders, and IT teams
• Act as a functional advisor for finance and customer engagement transformation
• Support pre-sales activities:
  • Solution demos, RFP responses, effort estimation

Governance & Best Practices

• Ensure adherence to Microsoft best practices and industry standards
• Define security roles, access controls, and Segregation of Duties (SoD)
• Drive adoption of OOTB capabilities to minimize customization

Required Experience (10–14 Years)

• 10–14 years of experience in ERP / CRM consulting
• Minimum:
  • 6+ years in D365 Finance & Operations (mandatory)
  • 2–4 years exposure to Dynamics 365 CRM (CE modules)
• At least 3+ full lifecycle F&O implementations
• Experience in integrated F&O + CRM solutions
• Proven exposure to global delivery (USA & India collaboration)

Functional Expertise
F&O (Mandatory – Strong Depth)

• Finance (GL, AP/AR, Fixed Assets)
• Procurement & Inventory
• Budgeting & Costing
• Intercompany & Consolidation

CRM (Good to Have / Supporting)

• Sales & Lead-to-Opportunity flows
• Customer Service processes
• Case management & service workflows

Skills & Qualifications

• Bachelor’s/Master’s in Finance, Business, Engineering, or related field
• Certifications preferred:
  • MB-300 (Core Finance & Operations)
  • MB-310 (Finance) / MB-330 (SCM)
  • CRM certifications (MB-210 / MB-230) – good to have
• Strong skills in:
  • Process mapping (Visio / BPMN)
  • Business analysis & documentation
  • Reporting & analytics using Power BI

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 80.00/hr.