Microsoft Consultant (CRM / ERP)

Job Description

Job Description

This is a remote position.

Microsoft Dynamics 365 Consultant (CRM / ERP) — PST Hours (Contract, Remote)

About PM61

PM61 is a global enterprise solutions consultancy delivering CRM architecture, implementation, and program delivery for organizations that need to modernize how they manage customers, operations, and reporting. We work with business and technical stakeholders to turn messy processes (often spreadsheet-driven) into scalable, well-governed platforms with clear adoption and measurable outcomes.

The Opportunity

We’re looking for a senior Microsoft Dynamics 365 Consultant to lead and support CRM and / or ERP engagements across the full delivery lifecycle—discovery, solution design, configuration, integration, data migration, testing, training, and post-go-live optimization. You’ll operate in a client-facing environment and be expected to bring structure, clarity, and strong communication to complex stakeholder groups.

This is a remote contract role, but you must be able to work Pacific Standard Time (PST) business hours.

What You’ll Do (Responsibilities)

• Lead Dynamics 365 delivery across CRM and / or ERP workstreams (Sales, Customer Service, Field Service, Finance / Operations, Business Central—depending on project needs).
• Run discovery and requirements workshops to map current-state processes, pain points, and desired future-state outcomes.
• Design scalable solutions using Dynamics 365 best practices, including security model, data model, workflows, and automation.
• Configure and optimize Dynamics 365 (entities / tables, forms, views, business rules, flows, dashboards, reporting).
• Own client communication and delivery rhythm : status updates, RAID logs, sprint planning (where applicable), and stakeholder alignment.
• Support integrations and data migration , partnering with technical resources to define approach, validate mappings, and ensure quality.
• Drive testing and adoption : UAT planning, test scripts, training materials, enablement sessions, and hypercare support.
• Improve reporting and operational visibility by building dashboards / KPIs and helping clients establish ongoing governance.
• Contribute to PM61 delivery standards (templates, playbooks, documentation quality, and repeatable implementation patterns).

What Success Looks Like (Outcomes)

Requirements

Required Qualifications

Nice to Have (Assets)

Why PM61