CRM Consultant (Dynamics 365 & Power Platform)

About Jot Digital

Jot Digital is a Canadian-based technology & digital engineering company specializing in enterprise systems, application development, cloud, cybersecurity, and business transformation. We are a full-journey technology partner passionate about creating innovative solutions and providing our clients with a competitive advantage through expertise and experience.

What We Offer

• A client-facing role focused on Microsoft Dynamics and the Power Platform
• Flexible project-based engagement with the potential for expanded responsibilities
• Opportunities to shape CRM practices and contribute to digital transformation initiatives
• A collaborative and innovative team environment
  
  

Position Overview

We are seeking a CRM Consultant with experience in Microsoft Dynamics 365 Sales, Dataverse, and the Power Platform to support client projects on a part-time, contract basis. This is a scoped engagement intended for project work and advisory, not fixed weekly hours.

You will work closely with clients to assess business processes, guide CRM-related decisions, design effective solutions, and implement configurations that enhance efficiency and visibility across the sales lifecycle. This role is ideal for a consultant comfortable working in an advisory and hands-on delivery capacity within Dynamics environments.

Key Responsibilities

Client Discovery & Business Analysis

• Lead workshops and interviews to understand client sales processes, pain points, and data needs
• Translate business requirements into CRM workflows and functional configurations
• Map internal processes (e.g., lead intake, opportunity tracking, pipeline reporting) to CRM capabilities
  
  

Solution Design & Platform Configuration

• Configure Dynamics 365 Sales entities, forms, views, dashboards, and business rules
• Design and implement Dataverse tables, relationships, and security models
• Use Power Platform tools (especially Power Automate and model-driven apps) to extend system functionality
• Support data migration, testing, and deployment activities
  
  

Client Advisory & Enablement

• Act as a trusted advisor, guiding clients through CRM planning, setup, and best practices
• Identify opportunities to streamline processes and leverage Dynamics features more effectively
• Provide user training and post-implementation support
  
  

What You Bring to the Table

Required Skills & Experience

• 2–4 years of experience implementing and supporting Microsoft Dynamics 365 Sales
• Hands-on experience with Dataverse, including data modeling, relationships, and role-based security
• Familiarity with Power Platform, especially Power Automate and Power Apps
• Strong client-facing communication skills and ability to guide discovery and design phases
• Ability to independently manage scope, expectations, and timelines in a consulting engagement
  
  

Preferred But Not Required

• Experience with Dynamics 365 Customer Service, Marketing, or Field Service
• Familiarity with solution management, environment strategies, or ALM best practices
• Exposure to integration tools such as Azure Logic Apps or custom connectors
  
  

Key Competencies

• Business Process Understanding – Can align CRM structures to real-world client workflows
• Configuration Expertise – Applies best practices in Dynamics and Dataverse configuration
• Advisory Mindset – Helps clients make informed, strategic decisions about their CRM investments
• Communication – Comfortable engaging with both business and technical stakeholders
• Accountability – Manages scope and deliverables with minimal oversight
  
  

Compensation & Engagement Terms

• Competitive hourly or fixed-price rate based on project scope
• Contract-based, part-time engagement focused on delivery outcomes
• Flexibility in scheduling and workload, depending on active project phases
  
  

Eligibility

Only applicants eligible to work in Canada will be considered.