D365 CE Senior Functional Consultant

Role overview Lead functional delivery of customer engagement solutions using Dynamics 365 Customer Engagement and the Power Platform. You will turn client needs into documented processes, configured applications, and practical adoption plans, owning defined workstreams with limited oversight and guiding junior colleagues when needed.

Responsibilities - Run discovery and design sessions to document business needs, current and future processes, user stories, acceptance criteria, and configuration choices. - Configure model-driven apps and related platform features, including tables, forms, views, dashboards, business rules, process flows, queues, routing, security, and basic automation. - Support customer engagement capabilities such as Sales, Customer Service, Field Service, and Customer Insights as project needs require. - Create functional designs, process maps, configuration workbooks, test scripts, training materials, and adoption content; maintain traceability across these artifacts. - Support backlog refinement, sprint demonstrations, testing plans and execution, defect triage, release readiness, go-live, and post-launch support. - Coordinate with technical consultants on integrations, data migration, reporting, security, and extensions; flag scope, data, process, and adoption risks early.

Requirements - At least four years implementing or supporting Dynamics 365 customer engagement products or comparable CRM platforms. - Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security. - Ability to produce clear documentation, manage assigned work, communicate progress, and collaborate with clients and delivery teams. - Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change adoption. - Relevant certifications are preferred, such as PL-200 or certifications for Dynamics 365 customer engagement modules.

Benefits and work setup The position is remote. The benefits described include flexible paid time off, retirement matching, a home-office stipend, subsidized medical, dental, and vision coverage, health and flexible spending accounts, employer-paid life and disability insurance, and support for training and certifications.