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HSO IND - Senior Functional Consultant - Dynamics 365 Project Operations & Sales Bengaluru, IN ERP & CRM (e.g. D365 F&O, D365CE) Full-Time Share Role introduction Job Role: Lead Functional Consultant Location: Remote About HSO HSO are a leading Microsoft Dynamics Gold partner who were founded in 1987 specializing in sectors such as Retail, Rental, Manufacturing, Professional Services and Local Government. With a head count of over 280 employees in the UK, winning multiple awards such as 2020 Microsoft Partner of the Year, Best Tech company 2021 and Top 3 Large Companies to work for 2021 our reputation in the Dynamics Market is higher than ever. Prioritizing customer satisfaction, our expertise and pragmatic approach to each customer’s business needs enable us to provide a 100% reference-able solution, supported by award winning 24-hour support. Our recruitment moto has always been – ‘We don’t want good people to just join us, we want them to stay with us’. Ensuring our employees are challenged, supported and engaged in our wider family is key to our continued success – we have a designated Learning and Development Team who are continuously offering the best training on the market, combined with an Engagement Team who are creative in ways we can have social activities virtually. Experience Required: 8+ years Role Summary HSO is seeking experienced Dynamics 365 Functional professionals for a strategic digital transformation program involving Dynamics 365 Sales, Customer Service, Field Service, Marketing, Power Platform, Project Operations, Finance & Operations, Dual-write, AI/Copilot capabilities and advanced analytics. The project includes enterprise-grade implementation and optimization of business processes across sales, project management, resource management, forecasting, invoicing, reporting and automation. Job Purpose To lead and deliver Dynamics 365 Project Operations and Sales implementations across customer engagements, ensuring successful solution design, process optimization, deployment and adoption. The role will act as the primary functional lead for customer workshops, solution architecture discussions and implementation delivery while supporting pre-sales and customer relationship management activities. The role focuses on solution strategy, stakeholder management, governance, functional leadership and ensuring scalable CRM implementations aligned with business objectives. Key Responsibilities • Lead CRM solution design and functional architecture discussions. • Review and approve functional designs, user stories and configurations. • Lead functional workshops and discovery sessions for Dynamics 365 Sales and Project Operations implementations. • Drive end-to-end solution design across Sales, Project Operations, Finance & Operations and Dual-write integrations . • Work closely with stakeholders to define business processes, project delivery models, governance and transformation of roadmaps. • Lead implementation activities related to Leads, Opportunities, Projects, Tasks, Journals, Vendors, Price Lists, Time & Expense management, Forecasting, Budgeting, Invoicing and Resource Utilization . • Design and Oversee Schedule Board, Resource Requisition, Resource Assignment and Task Planning • Lead design and optimization of complete sales lifecycle processes. • Define and improve: • Lead Lifecycle Management • Lead to Opportunity process • Opportunity Management • Quote to Order process • Product & pricing management • Sales forecasting and pipeline management • Provide recommendations for sales automation and process optimization. • Lead AI and Copilot adoption initiatives including Sales Copilot, AI Agents , Activity Tracking and intelligent automation. • Collaborate with technical teams for integrations, Power Platform solutions, Canvas Apps, dashboards and reporting . • Define reporting strategy using Power BI, embedded analytics and operational dashboards. • Support pre-sales activities, solution demos, estimation and customer presentations. • Mentor consultants and ensure best practices, governance and delivery quality. • Ensure projects are delivered within agreed timelines, quality standards and budget. • Deliver end-user and key-user training sessions. Required Skills • 8+ years of experience in Dynamics 365 implementations. • Strong expertise in Dynamics 365 Sales module including: • Sales lifecycle • Lead management • Quote-to-order processes • Security design • Dashboard & reporting management • Strong experience in Dynamics 365 CE Project Operations including: • Project-based sales to delivery lifecycle • Project setup and Work Breakdown Structure (WBS) / task planning • Resource scheduling and bookings • Project documentation and knowledge management • Project contracts, milestones and invoicing schedules • Time & expense capture and approval processes • Cost and revenue recognition profiles • Billing , forecasting and profitability management • Understanding of Marketing and Customer Service • Strong understanding of Dynamics 365 Finance & Operations integration with Project Operations using Dual Write • Experience working on projects with Copilot, AI Agents , automation. • Experience working on: • Customer Engagement to finance integration scenarios • Project contract synchronization • Resource and transaction synchronization • Project invoice and financial integration processes • Dual Write mappings , troubleshooting, and synchronization monitoring • Proven track record implementing Dynamics 365 Project Operations solutions in large-scale enterprise deployments, preferably across multi-country rollouts. • Experience as a Functional Lead or Senior Consultant in at least one international end-to-end Dynamics 365 CRM implementation project, preferably with intercontinental rollouts. • Experience conducting customer workshops and requirement gathering sessions . • Strong understanding of implementation methodologies. • Experience working in Agile delivery models. • Preferred pre-sales experience including: • Solution demonstrations • Estimations • RFP/RFI responses • Customer presentations and workshops • Strong stakeholder management and customer-facing communication. • Ability to lead global implementations and distributed teams. • Strong analytical and business process mapping skills. • Ensure alignment with Microsoft best practices and industry standards. • Microsoft certifications in Dynamics 365 are preferred. Relevant Certifications • Microsoft Certified: Dynamics 365 Project Operations Functional Consultant Associate • Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate • Microsoft Certified: Power Platform Functional Consultant Associate • Microsoft Certified: Power Platform App Maker Associate (preferred) Project Scope Includes • Dynamics 365 Sales • Dynamics 365 Project Operations • Dynamics 365 Finance & Operations • Dual-write Integration • Power Platform • Copilot and AI Agents • Power BI Dashboards and Reporting • Lead & Opportunity Management • Projects, Tasks, Journals and Vendors • Resource Utilization and Forecasting • Schedule Board and Resource Assignments • Time & Expense Management • Canvas Apps for Time Entries • Budgeting, Forecasting and Invoicing • Analytics, Reporting and Activity Tracking HSO is looking for highly motivated professionals with strong consulting, communication, and customer engagement skills capable of delivering enterprise-scale Dynamics 365 transformation programs. Apply now! Fill out the form below, include your resume and we will get in touch with you shortly. Life at HSO Katie Freitas Cross-Industry & Client Marketing Manager What Happens When You Grow With the Business Tulasi Sanil Technical Lead | HSO India Meet Tulasi Sanil Namitha Suresh Analyst | HSO India Meet Namitha Suresh Shirish Dattapuram Sr. Functional Consultant | HSO India Meet Shirish Dattapuram Appaseheb R. Narasannavar Associate Director | HSO India Meet Appasaheb Narasannavar Addison Fischer Power Platform Developer Building Solutions That Scale Chetan Patel Data & AI Delivery Lead Data, AI, and a Second Brain Terry Verhoef Associate The Journey of Young Professional Terry Career blog Around the World Together - HSO colleagues Siddharth and Divya Singh From India to Silicon Valley, and from Malta to Rotterdam: Siddharth and Divya Singh have lived all over the world and worked for the same employers. Together with their daughter, they have seen it all. 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A new country, a different culture, unfamiliar work habits – and on top of that, building a social life. To exchange experiences and build connections, an expat community was created. Not a formal club, but a space where international colleagues can meet – over lunch, at a drinks event or just for a good conversation. We spoke with three of them about their experience: what was it like arriving in the Netherlands? What stands out in the work culture here? And what does it mean to be part of this community? Career blog HSO Academy: “We hire for attitude, we train for skills” "Not your diploma, but your drive. Not your experience, but your curiosity." That seems unthinkable – but not at HSO. "With the right basic attitude, anyone can get started here," says Henk-Jan Brommer, manager of HSO Academy. It sounds ambitious, but practice shows that it works. Saskia Lall HR Director, HSO UK Micro Interview with Saskia Lall Dan Rosehill Talent Acquisition Partner Micro Interview with Dan Rosehill Ben Coleman Business Development Manager Micro Interview with Ben Coleman Kevin Kotzab Consultant Microsoft Dynamics 365 CE From graduate to CRM Consultant in under two years Florian Jung Consultant Microsoft Dynamics 365 Meet Florian Jung - from consultant to presales at HSO Divya Singh Delivery Manager | HSO International Turning unexpected opportunities into Gold at HSO Career blog Meet our recruiters in Germany! Please meet our recruiters in Germany and if there aren't any live vacancies feel free to make contact directly via email with your CV and cover letter. Erika Haverkamp HR Officer | HSO International Meet Erika Haverkamp, master of all trades at HSO International Touseef Zafar Global Service Line Technology Lead, AP Micro Intervie