Job Description

Surgo (PTY) Ltd. has partnered with a global analytics and digital solutions company serving industries including insurance, healthcare, banking and financial services, media, retail, and others. They aim to bridge the gap between digital expectations and real outcomes for international companies with Digital Intelligence.

Our client is recruiting for an Dynamics 365 CRM Consultant to join their team based in Cape Town.

Job Purpose:
The Dynamics CRM Consultant will be responsible for reviewing client business processes, re-engineering the client’s processes to improve efficiency, and performing many of the functional tasks required for a successful CRM implementation.

  • Lead requirements gathering sessions
  • Documentation of business processes and requirements
  • Lead the development of Use Cases and Design document artifacts to effectively convey requirements
  • Configuration of Dynamics CRM
  • Test script creation, planning and execution
  • Train documentation creation
  • Delivery of on-site and virtual training sessions
  • Documentation of Data Mapping for integration and migration tasks
  • Professional experience of Dynamics 365 for Sales, Customer Service, Marketing, Portals
  • Professional experience of Microsoft Power Platform and plugins
  • Professional experience of the methods and tools used to customize and extend Dynamics 365 solutions
  • Experience in Power Platform (Power Apps Portals, Canvas and Model Driven Apps, Power Automate, Power BI) and Common Data Service
  • Strong workshop, facilitation and presentations skills
  • Good understanding of DevOps
  • Good understanding of testing methodologies
  • Certifications – Six Sigma, Lean, Agile desirable
  • Work proficiency in English required
Salary: Market Related

Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202623 subject heading or email body.

Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its’ appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply. Please note that as a registered member of APSO, Surgo (PTY) Ltd. does not hold applicants accountable for any application fee.

Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email


Employee Type
Full-Time Regular
Cape Town Western Cape
Min Salary
0.00 ZAR
Max Salary
0.00 ZAR