Functional Consultant
Dynamics 365 Customer Engagement
Modules to work with by D365CE functional consultant:
Sales, Customer service, Marketing, Field service
Most common degrees for a D365CE functional consultant:
Commerce and Sales, Marketing, Digital Marketing, etc.
General Skills
A day in the life of the
D365CE functional consultant.
STARTING THE DAY
You crack on the day checking your emails , answer some clients explaining how to do what they need and then take 5 minutes to decide if there is anything more urgent than the urgent task you were with yesterday.
MORNING
After yesterday’s meeting with a potential client, you have to estimate how much effort it will take to do what you need to do for them. You have to do a lot of thinking to get the optimal solution before you even start developing the idea.
AFTERNOON
While you design the application that a client needs and implement the automatisms that will facilitate the work of their employees, there is always a colleague who has some doubts about how to approach a topic, together, helping each other, everyone can see things a bit easier.
END OF THE DAY
You check that the demo that you have to present tomorrow to a potential client continues to work and you give the finishing touches to the ppt. Always go to the meetings well prepared! ;-)
“The truth is that I landed by chance in the world of consulting. When I finished my degree I started working in the Sales and Marketing departments in different companies and by chance, I was given the opportunity to change my professional career to CRM consultancy, a decision that I had not considered before but that surprised me very pleasantly.”
Santiago Pérez
D365CE Functional Consultant