Description
Summary:
The D365 CE Techno-Functional Consultant will deliver end-to-end Microsoft Dynamics 365 Customer Engagement solutions, combining functional consulting with technical capabilities to design, configure, develop, and implement scalable CRM solutions.
Highlights:
1. Delivering end-to-end Microsoft Dynamics 365 Customer Engagement solutions
2. Combining functional consulting with hands-on technical capability
3. Designing, configuring, developing, and implementing scalable CRM solutions
**D365 CE Techno\-**Functional Consultant
**Role Overview**
The D365 CE Techno‑Functional Consultant will play a key role in delivering **end\-to\-end Microsoft Dynamics 365 Customer Engagement (CE) solutions**, combining **functional consulting** expertise with hands\-on technical capability. The role requires working closely with clients, stakeholders, and delivery teams to design, configure, develop, and implement scalable CRM solutions aligned with business processes.
**Core Responsibilities**
**1\. Consulting \& Requirements Gathering**
* Engage with business stakeholders to **gather, analyze, and document requirements**
* Lead **workshops, discovery sessions, and solution discussions**
* Translate business needs into **functional specifications and technical designs** 1
**2\. Solution Design \& Architecture**
* Design **end\-to\-end D365 CE solutions** across:
* Sales
* Customer Service
* Field Service
* Align solutions with **industry best practices and ITC delivery frameworks**
* Define **scalable architecture**, including integration patterns and data models
**3\. Configuration \& Customization**
* Configure and customize D365 CE using:
* **Dataverse entities, forms, views, and security models**
* **Business rules, workflows, and Power Automate flows**
* Develop technical components:
* Plugins (C\#)
* JavaScript customizations
* PCF components (preferred) 2
**4\. Integration \& Data Management**
* Design and implement **integrations with external systems** using:
* Azure services (Logic Apps, Functions)
* APIs and middleware
* Manage:
* Data migration
* Data mapping \& transformation
* Data integrity and governance 3
**5\. End\-to\-End Delivery Ownership**
* Participate across full lifecycle:
* Design Configuration Development Testing Deployment Support
* Ensure **quality deliverables**, system performance, and client satisfaction 4
* Support **Agile / Scrum or hybrid project delivery models**
**6\. Testing, Training \& Support**
* Lead **UAT coordination and validation**
* Provide **end\-user training and documentation**
* Troubleshoot and resolve **production issues and enhancements**
**7\. Collaboration \& Stakeholder Management**
* Work cross\-functionally with:
* Developers
* Architects
* Business teams
* Act as a **bridge between functional and technical teams** 5
* Communicate effectively with both technical and non\-technical stakeholders
**Technical Skill Requirements**
**Dynamics 365 \& Power Platform**
* Strong expertise in:
* D365 CE (Sales, Customer Service, Field Service)
* Dataverse architecture
* Proficiency in:
* Power Apps (Model\-driven apps)
* Power Automate
* Power BI (reporting/analytics)
**Development Skills**
* Hands\-on experience with:
* C\#, .NET plugins
* JavaScript / TypeScript
* REST APIs and integrations
* Understanding of:
* Solution management (ALM)
* Azure DevOps
**Integration \& Cloud**
* Experience with:
* Azure Integration Services
* APIs and connectors
* Knowledge of **enterprise integration patterns** is critical
**Functional Expertise**
* Strong understanding of:
* CRM business processes (Lead\-to\-Cash, Case Management, Service)
* Business Process Mapping and BPM lifecycle
* Ability to:
* Align system capabilities with business outcomes
* Drive process optimization through technology 6
**Experience Requirements**
* 5\+ years of experience in **Dynamics 365 CE implementations**
* Proven track record of **end\-to\-end project delivery**
* Experience in **client\-facing consulting roles**
* Exposure to **multi\-module or enterprise\-scale deployments**
**Certifications (Preferred)**
* Microsoft Dynamics 365 certifications such as:
* D365 Customer Service Functional Consultant
* D365 Sales Functional Consultant
* Power Platform Solution Architect