Short description

Client-facing MS Dynamics 365 Consultant (Sales) responsible for requirements workshops, solution design and configuration in Dataverse, including Lead-to-Opportunity pipeline (BPF), security model, Power Automate automation, integrations coordination, data governance, and go-live support.

Job description

• Requirements gathering and stakeholder workshops for Sales/CRM processes (Lead-to-Opportunity, pipeline, quoting)
• Design and implementation of Business Process Flows (BPF) and standardized sales stages across teams/regions
• Configuration and customization of Dataverse/Dynamics 365 (entities, forms, views, business rules, security roles)
• Dataverse data model design (tables, relationships, choices) for Sales solution (Lead, Account, Contact, Opportunity, Quote, Order)
• Security model setup using Business Units, security roles, access teams / ownership concepts for visibility and governance
• Creation and optimization of workflows and Power Automate flows (task automation, stage-based actions, monitoring/retries)
• Solution lifecycle management across Dev/Test/Prod using managed solutions, release/deployment coordination
• Data quality, duplicate management and governance (mandatory fields, formats, ownership, cleanup) + UAT/go-live/post-go-live support

Benefits

• Membership in APM.Digital club - become APM Expert

• Beer box for each APM Expert

• Multisport card

• Flexible working hours

• Tax and social counseling for freelancers

• Work with the most modern tools on the market in all areas

• Young team, frequent team building

Requirements

• Hands-on experience with Microsoft Dynamics 365 / Dataverse, ideally Dynamics 365 Sales (lead, opportunity, quote/order processes)
• Strong client-facing consulting skills: requirement gathering, workshops, stakeholder communication, solution design documentation
• Experience with sales process standardization and Business Process Flows (BPF) implementation
• Practical configuration/customization of Dynamics 365: tables/entities, forms, views, business rules, choices, relationships
• Solid understanding of security model (business units, security roles, ownership/access concepts)
• Experience with Power Automate / workflow automation, including troubleshooting and monitoring
• Basic ALM discipline: solutions structure, deployments across Dev/Test/Prod, release coordination
• Data quality & governance mindset (mandatory fields, validation rules, duplicates, clean CRM data)

The position is suitable for candidates with education

university I. degree

Language skills

English Language - B2

Slovak/Czech - Native

Number of years of experience

Minimum 3 years of experience