Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst at McLane Global

Description

As one of the world’s largest food-grade logistics companies, McLane Global relies on the efficiency of its fulfillment centers. We consider all our warehouses to be systematic and operate with a customer-centric mentality. To deliver on our promise to customers, we rely on exceptionally talented, bright, and committed people. We cultivate and embrace a diverse employee population. We recognize that people with diverse backgrounds, experiences and perspectives fuel our growth and enrich our global culture.

The Microsoft Dynamics 365 CE / Power Platform Functional Consultant & CRM Analyst at McLane Global is responsible for leading, enhancing, and supporting the Dynamics 365 CRM environment across Sales, Customer Service, and Marketing functions. This role serves as a strategic bridge between business stakeholders and technical teams to ensure the CRM platform effectively supports sales pipelines, customer lifecycle management, service operations, and integrated processes with D365 Finance & Operations (F&O).

This position combines hands-on configuration, business analysis, automation, integrations, data governance, and user enablement to drive CRM adoption, performance, and continuous improvement.

KEY RESPONSIBILITIES

Business Analysis & Stakeholder Engagement

• Gather, analyze, and document business requirements related to CRM processes.
• Translate business needs into detailed functional specifications for developers.
• Partner with Sales, Customer Service, Marketing, Operations, IT, international teams, and external vendors.
• Lead user acceptance testing (UAT), enhancement validation, and deployment coordination.
• Drive process optimization and CRM adoption across departments.

CRM Configuration & Functional Management

• Configure and customize Dynamics 365 CE (entities, fields, forms, views, workflows, business rules, BPFs).
• Manage and enhance Sales Hub (Leads, Opportunities, pipeline stages, forecasting, activities).
• Configure Customer Service Hub (Cases, Queues, SLAs, Entitlements, Knowledge, Routing).
• Support Marketing-related CRM processes and customer lifecycle tracking.
• Develop dashboards, reports, and model-driven insights for leadership.
• Improve usability through structured process design, governance, and training.

Power Platform & Automation

• Build and enhance model-driven apps and Power Apps solutions.
• Develop and optimize Power Automate flows (approvals, notifications, integrations).
• Support Power BI dashboards embedded within CRM.
• Apply Dataverse best practices including data modeling, relationships, validation logic, and solution architecture.
• Manage solution layering and ALM practices across Dev/Test/Prod environments (managed/unmanaged solutions).

Integrations, Data & System Performance

• Support and troubleshoot dual-write integration between D365 CE and D365 F&O.
• Build and maintain integrations using connectors, REST APIs, OData, or Azure Logic Apps.
• Assist with data migration, mappings, templates, and data quality initiatives.
• Monitor system performance and troubleshoot workflows, permissions, automation, and integration issues.
• Ensure structured data governance and reporting accuracy.

Security, Compliance & Support

• Manage security roles, teams, field-level security, and access troubleshooting.
• Ensure compliance with audit, security, and change control processes.
• Maintain documentation, SOPs, training materials, and support resources.
• Provide ongoing end-user support and training to increase CRM effectiveness and adoption.

Requirements

• Bachelor’s degree in Information Systems, Business, Computer Science, or related field.
• 3–7 years of experience working with Microsoft Dynamics 365 CE / CRM (2–5 years minimum acceptable depending on level).
• Strong functional knowledge of Sales Hub and Customer Service Hub.
• Experience supporting Marketing-related CRM processes (preferred).
• Hands-on experience with Power Platform (Power Apps, Power Automate, Power BI).
• Strong Dataverse expertise: data modeling, relationships, business rules, solution design.
• Experience with CRM integrations (D365 F&O integration preferred).
• Understanding of business processes: lead-to-opportunity pipeline, customer lifecycle, case management, approvals.
• Experience with CRM data migration and reporting.
• Strong analytical thinking, problem-solving, and troubleshooting skills.
• Excellent communication, stakeholder management, and documentation skills.

Preferred Certifications

• PL-200: Power Platform Functional Consultant
• MB-910: Dynamics 365 Fundamentals (CRM)
• PL-400 or other Power Platform certifications
• Microsoft Dynamics 365 certification (preferred but not required)

Benefits

• Competitive base compensation  
• Full Benefits including Medical, Dental and Vision effective on the first day of employment
• 401(k) with Employer Match (quarterly enrollment)
• Paid Holidays (no waiting period to receive holiday pay)
• Paid vacation, personal, and sick days effective on first day of employment
• All offers are contingent upon passing a background check and drug screening  
• No company visa sponsorships    
• No phone call or walk in inquiries for this position, apply online to be considered  

DISCLAIMER    

Employees must be able to perform the essential functions of the position satisfactorily and if requested, reasonable accommodation will be provided to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.    

Furthermore, job descriptions typically change over time as requirements and employee skill levels change. The Employer retains the right to change or assign other duties to this position.