D365 CECRM Expert

Dynamics 365 Customer Engagement (CRM) Expert
Location: St. Louis MO (Onsite 3 days/week)
Duration: Long Term Contract (potential extension)

Role Overview
We are seeking a Dynamics 365 Customer Engagement (CRM) Expert Contractor to help transform and optimize its CRM environment. This is not a role for someone who simply gathers requirementsit demands a forwardthinking professional who can strategize with business leaders challenge conventional approaches and deliver impactful CRM solutions that drive adoption and measurable business value.

The successful candidate will bring realworld experience demonstrate how theyve built scalable CRM solutions in past organizations and provide evidence of driving sales adoption and customer intelligence through Dynamics 365 CE.

Key Responsibilities
Partner with Sales and Leadership teams to strategize CRM adoption and streamline business processes.
Design and implement intuitive sales dashboards and user experiences within Dynamics 365 CE.
1. Build leadership views that highlight:
Salesperson activities and engagement
Performance metrics and trends
Customer contributions (historical and current)
Pipeline visibility and forecasting
2. Develop customer health dashboards with insights into:
Communication and engagement history
Spending and sales trends
Opportunity pipeline visibility
Drilldown analytics for decisionmaking
3. Create customer snapshot reports for Sales teams consolidating:
Account history
Spending trends
Communications and notes
Open opportunities
Key customer insights and market intelligence

Required Skills:

Customer EngagementCRM