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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 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

Required Skill Profession

Computer Occupations

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