McLane Global

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

Houston, TX (On-site)

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, integration, data governance, and user enablement to drive CRM adoption, performance, and continuous improvement. Business Analysis & Stakeholder Support Gather, analyze, and document business requirements related to CRM processes Translate business needs into clear functional requirements and user stories Partner with Sales, Customer Service, Marketing, Operations, and IT teams Support user acceptance testing (UAT), validation, and deployment activities Assist with process improvements and CRM adoption initiatives. Dynamics 365 CE Configuration & Support Configure and maintain Dynamics 365 CE components including: o Entities, fields, forms, views o Workflows, business rules, and basic Business Process Flows (BPFs) Support and enhance Sales Hub (leads, opportunities, activities, pipeline stages) Support Customer Service Hub (cases, queues, SLAs, routing, knowledge) Assist with marketing-related CRM processes and customer lifecycle tracking Build basic dashboards, views, and reports for business users and leadership Help improve usability through structured configuration, documentation, and training. Power Platform & Automation Build and maintain Power Automate flows (notifications, approvals, simple integrations) Support and enhance model-driven apps within Dynamics 365 CE Assist with Power BI reports and dashboards embedded in CRM Apply Dataverse best practices including: o Data modeling and relationships o Validation logic and business rules o Environment-based solution management Support solution deployments across Dev / Test / Prod environments. Integrations, Data & System Support Support and troubleshoot CRM integrations, including D365 CE ↔ D365 F&O (dual-write) Assist with data imports, mappings, templates, and data cleanup Help monitor system performance, workflows, permissions, and automation Support data governance, reporting accuracy, and audit readiness. Security, Documentation & User Support Assist with CRM security roles, teams, and access troubleshooting Follow change control, security, and audit processes Maintain documentation, SOPs, and training materials Provide day-to-day user support and training to improve CRM effectiveness Requirements Bachelor's degree in Information Systems, Business, Computer Science, or related field (or equivalent experience) 2-5 years of hands-on experience with Microsoft Dynamics 365 CE/CRM Functional experience with Sales Hub and Customer Service Hub Hands-on experience with Power Automate and exposure to Power Apps Working knowledge of Dataverse (entities, relationships, business rules) Experience supporting CRM data imports, reporting, and integrations Understanding of core CRM business processes: o Lead-to-opportunity pipeline o Customer lifecycle management o Case management and approvals Strong analytical, troubleshooting, and documentation skills Clear communication skills and comfort working with business stakeholders 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.