Microsoft Consultant

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)

• Clear requirements and solution scope with minimal ambiguity or rework 
  
• On-time delivery with transparent reporting and proactive risk management 
  
• Strong end-user adoption supported by training and practical enablement 
  
• Measurable improvements in CRM/ERP usage, data quality, and operational reporting 
  
• Stakeholders feel informed, aligned, and confident throughout the engagement
  

Required Qualifications

• 3–5+ years  hands-on experience delivering Microsoft Dynamics 365 CRM and/or ERP  solutions (e.g., Sales, Customer Service, Finance & Operations, Business Central). 
  
• Proven experience with implementation and post-go-live support  in real business environments. 
  
• Strong understanding of business processes in one or more areas: sales, customer service, finance, operations, supply chain . 
  
• Ability to translate business needs into functional specifications , user stories, and solution designs. 
  
• Strong troubleshooting skills and comfort working through ambiguous requirements. 
  
• Excellent written and verbal communication—able to present to both executives and end users. 
  
• Experience working in a consulting or client-facing role.
  
• Must be able to work PST business hours  (remote).
  

Nice to Have (Assets)

• Power Platform  (Power Automate, Power Apps, Power BI) experience. 
  
• Azure  experience (integration patterns, identity, data services). 
  
• Experience with third-party integrations  (iPaaS, APIs, middleware) and data migration tools. 
  
• Consulting background (multiple clients, stakeholder management, delivery governance). 
  
• Familiarity with Agile/Scrum  and hybrid delivery models. 
  
• Microsoft certifications (Dynamics 365, Power Platform, Azure) are a plus.
  

Why PM61

• Contract flexibility with meaningful, enterprise-grade client work 
  
• A delivery culture focused on communication, reporting, and execution  (not chaos) 
  
• Opportunity to shape repeatable delivery playbooks and raise implementation standards 
  
• Remote environment with a clear operating cadence (PST schedule)