Product Specialist – CRM / D365 CE OOTB Configuration

The Product Specialist is responsible for configuring and customizing Microsoft Dynamics 365 Customer Engagement (CE) Out-of-the-Box (OOTB) solutions to align with business requirements. This role focuses on ensuring the CRM system supports organizational workflows, maintains data integrity, and provides seamless user experiences.

Key Responsibilities

• Configure and customize CRM/D365 CE OOTB features according to business needs.

• Collaborate with stakeholders to gather and analyze CRM system requirements.

• Implement and maintain workflows, automation, and core CRM functionalities.

• Provide end-user training and support on CRM system usage.

• Troubleshoot and resolve CRM-related issues in collaboration with IT teams.

• Ensure data security, accuracy, and compliance within the CRM system.

• Stay current with best practices, new features, and updates in D365 CE OOTB.

• Support system integrations with other enterprise applications.

Required Skills

• Proficiency in CRM/D365 CE OOTB configuration and customization.

• Strong understanding of CRM system architecture, data models, and workflows.

• Experience with automation, process flows, and business rules in D365 CE.

• Ability to translate business requirements into technical solutions.

• Excellent stakeholder management and communication skills.

• Awareness of CRM best practices and industry trends.

Certification (Preferred)

• Microsoft Certified: Dynamics 365 Customization and Configuration