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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
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)
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
5. End-to-End Delivery Ownership
- Participate across full lifecycle:
- Design
- Configuration
- Development
- Testing
- Deployment
- Support
- Ensure quality deliverables, system performance, and client satisfaction
- 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 i
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