Turnkey Technologies, Inc.

CRM Functional Consultant

US-IL-Rolling Meadows
3 months ago
# of Openings
Microsoft Dynamics CRM


  • Acting as Microsoft D365/Dynamics CRM subject matter expert in a consulting role directly implementing and interacting with new install client.
  • Understands business processes and relates knowledge to product functionality.
  • Defines business requirements for technical solutions or alternatives.
  • Can identify and help design customizations, workaround, or enhancements required to meet customer needs.
  • Develops data conversion and testing strategies
  • Utilizes applicable learned and taught methodology phases, activities and tasks to deliver quality work products for clearly defined projects in one of the following areas – Analysis, Design, Testing, Implementation, Support and Maintenance.
  • Performs gap analysis between package functionality and customer requirements.
  • Familiar with all aspects of a client's general business
  • Full understanding of documentation standards, and able to create all standard project documentation.
  • Responds promptly and professionally to customer requests or inquiries seeking guidance from Project or Practice Management as appropriate
  • Prioritizes customer issues and addresses most pressing concerns


  • Bachelors Degree in Accounting, Business with an Accounting Focus, MIS OR Supply Chain, Manufacturing, Engineering industry background.
  • Maximum 2-3years experience implementing CRM systems
  • 2-3 years experience with Dynamics CRM/D365
  • Intermediate to mid-level experience with core business processes such as accounting, distribution, and Field Service Industry preferred
  • Intermediate to mid-level functional ability in all Dynamics CRM/D365 for CRM financial/distribution/professional services modules preferred
  • Experience with D365 reporting tools, integration tools (Scribe preferred) and 3rd party add ons
  • Knowledge of D365 customization tools



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