Dynamics CRM Functional Consultant

Published March 24, 2023
Location Boise, ID
Category Default  
Job Type Full-time  




We think globally, act locally. As a Managed Services Provider, Synoptek provides world-class strategic IT leadership and hyper-efficient IT operational support, enabling our global client-base to grow and transform their businesses. We are excited to have experienced continuous growth and in keeping with that momentum we are seeking to add talent to our team. When you partner with Synoptek, you engage with an ever-growing, ever-evolving IT organization that provides a high-caliber team, results growth, and clarity.


Dynamics CRM Functional Consultant

This is an amazing opportunity to work within one of the fastest growing Managed Services Providers. We are a company with a heart and soul dedicated to the ongoing success and growth of our employees and continued business success of the customers we support.  We foster a fun and connected environment with employee benefits extending beyond general compensation and into company sponsored events and an invested culture of learning.

The Dynamics CRM Functional Consultant is responsible for driving and executing the design and configuration of Microsoft Dynamics 365 CRM.

Duties and Responsibilities

  • Manage small to large size implementations, ample experience with agile implementation methodologies
  • Lead client meetings to gather business requirements and map the requirements to the solution capabilities
  • Perform gap analysis from requirements gathered to proposed solution
  • Write functional specification for all custom functions and integrations, enabling developers to write necessary custom code
  • Design and when needed, execute data conversion for all relevant data into Dynamics 365 CRM as per functional requirements
  • Manage and where needed, participate in all tasks relating to feature testing, solution testing, and user acceptance testing
  • Develop client specific training materials and lead end user training for clients in a one on one, online seminar and classroom style settings
  • Provide application support for clients
  • Exemplify professional, clear, timely communication in all interactions. Able to win the trust of the client and become their trusted advisor
  • Coach more junior resources
  • Support the sales efforts by providing input to prospect questions and prepare and execute product demos
  • This job description is not designed to be a comprehensive list of the duties and responsibilities required of the employee in this position, as duties, responsibilities, and activities may change at any time with or without notice



  • Bachelor’s degree in related field from an accredited college or university preferred
    • In lieu of a Bachelor’s degree, 3 years of experience in the same or closely related field/occupation, may be counted towards 1 year of education
  • Dynamics 365 CRM certification preferred (Configuration and Customization, Sales, Service, Marketing, Field Service, Professional Service Automation)


  • Customarily has at least 4-6 years of customer facing project management or client engagement experience
  • Customarily has at least 4-6 years of technical experience
  • Demonstrated experience with designing and implementing integrations, solid understanding or integration requirements between CRM and ERP systems preferred
  • Demonstrated experience in business process design and documentation as they pertain to Dynamics 365 CRM. This includes Sales, Service, Field Service and Professional Service Automation preferred
  • Experience with Power BI and/or other reporting solutions relative to Dynamics 365 CRM a plus
  • Vertical Knowledge a plus (finance / manufacturing /healthcare/ etc.)


  • Synoptek core DNA behaviors:
    • Clarity: Possesses excellent communication skills, makes a concentrated effort to speak the customers language. Ability to field questions with concise, well-constructed responses
    • OwnIT: Shows integrity, innovation, and accountability in completing daily assignments
    • Results: Solutions focused and driven to resolve conflict quickly and precisely. Proactively looks for opportunities to contribute to the company’s business goals
    • Growth: Willing to learn and ask questions. Constantly looking for new ways to improve yourself. Ability to adapt and grow in a fast-paced environment
    • Team: Embraces both customers and colleagues as team members. Ability to be flexible, respectful, engaged and collaborative
  • Deep business knowledge, able to elaborate on firsthand experiences
  • Ability to understand business requirements and translate those into system configuration

Working Conditions

We live by the motto ‘work hard, play hard’ and strive to support our employees in both their professional and personal goals. We believe that by hiring the right people, leading process improvement, and leveraging technology, we achieve superior results.

Work is performed primarily in an office or remote environment; final location is determined by business need. May be subject to time constraints and tight deadlines. May require occasional travel.


The following information is required by the Colorado Equal Pay Transparency Act and the California Pay Transparency Act. This applies only to individuals working in the state of Colorado or in California. The anticipated starting pay range of Colorado and California applicants for this role is $148, 355 – $165,734 for CO and $156,912 - $175,280 for CA. Based on eligibility, compensation for the role may include variable compensation in the form of bonus, commissions, or other discretionary payments. These discretionary payments are based on company and/or individual performance and may change at any time. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location.

EEO Statement

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, marital status, pregnancy, genetic information, or any other characteristic protected by law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors.