DYNAMICS CRM CONSULTANT: FAQS YOU NEEDED TO KNOW

Posted by CongruentX on September 2nd, 2021

Before jumping straight into the colorful life of a dynamics CRM consultant, let’s talk a little about Microsoft Dynamics CRM.

WHAT IS MICROSOFT DYNAMICS CRM USED FOR?

Developed by Microsoft, Microsoft Dynamics CRM, simply put, is a Customer Relationship Management software package first launched in the beginning of the last decade (2001). A part of the big Microsoft Dynamics family, this product focuses on all three sectors,

• Sales
• Marketing, and
• Service

However, Microsoft has been promoting its Microsoft Dynamics CRM as a CRM platform and has been constantly asking businesses to use its open source framework to customize it. In November 2016, Microsoft officially launched Microsoft Dynamics 365, a revolution in itself bringing together Microsoft products, CRM & ERP Dynamics AX. 

Now that we have discussed what a Dynamics CRM used for, understanding the work of a Dynamics CRM consultant is less complex. Yes, such a consultant does work closely with this software to provide Dynamics 365 solutions to companies in need. However, it’s a little more detailed than a one line explanation. Keep reading to find out all about a Dynamics CRM consultant!

WHO IS A DYNAMICS CRM CONSULTANT?

Microsoft Dynamics 365 has made its position at the heart of a world dominated by what target audiences and clienteles. Businesses are naturally ready to invest for the implementation, customization and configuration of this software - this is where a Dynamics CRM consultant walks in with their knowledge and experience.

A Microsoft Dynamics CRM consultant helps with implementation, customization as well as configuration of Microsoft Dynamics 365 CRM system according to business requirements.

WHAT BACKGROUND DOES A MICROSOFT DYNAMICS CONSULTANT HAVE?

Here’s the catch - you don’t need to come from a specific background to nail this profession. Most Microsoft Dynamics consultants were software developers and IT people but at the same time a large section also included managers, sales people and even content writers. A lot of such people have ended up in the industry either by accident or driven by passion.

So it’s all in our hands. It’s a long road with many obstacles. Have you ever wondered how the career graph of a Microsoft Dynamics CRM consultant looks? Well, the career graph of a Dynamics CRM consultant can be divided into four stages. These stages are as follows,

1. User
2. Customizer
3. Developer
4. Platform Developer

HOW TO BECOME A MICROSOFT DYNAMICS CRM CONSULTANT?

As mentioned a while ago, anyone with the right drive and passion can become a successful Dynamics CRM consultant. However, let’s be honest about something. If you do love the world of technology then this job is clearly not for you.

Here’s how you could prepare to become a Dynamics CRM consultant!

• You have to use CRM platforms to understand how it works. Watch YouTube tutorials, read blogs but without using it yourself, there is no way you will figure it all out through videos or blogs.

• If you are really passionate about helping businesses withDynamics 365 solution then it’s best you find a mentor because on the hard days, you will need to hear your mentor’s advice or even criticism when needed.

• Finding a mentor has to be followed by joining a community like the Microsoft Dynamic Community. You could also follow specific hashtags on social media to keep up with the trends in the world CRM platforms.

• When you are starting out, understand it’s perfectly normal to make mistakes. Even the best Dynamics CRM consultants make mistakes. Later you will understand how good a learning experience it is.