D365 CE Lead Functional, Field Service

This is a fully remote position, open to applicants in India.

📋 Description

• Oversee functional consulting initiatives throughout Microsoft Dynamics 365 Field Service implementations.

• Facilitate comprehensive functional solution design, configuration, and implementation of D365 Field Service.

• Collect and evaluate business requirements, translating them into scalable Dynamics 365 CE solutions.

• Conduct workshops for gathering requirements, discovery sessions, demonstrations, fit-gap analyses, and solution walkthroughs.

• Design, configure, and implement Field Service features such as work orders, resource scheduling, dispatch, customer assets, agreements, inspections, inventory, mobile applications, preventive maintenance, and service reporting.

• Create and implement field service business processes from work order initiation through technician scheduling, service execution, and closure.

• Offer functional expertise in at least two other D365 CE modules.

• Ensure integration across D365 CE modules.

• Draft functional specifications and collaborate with technical teams on customizations, integrations, and extensions.

• Collaborate with development teams on Microsoft Dataverse, Power Platform, Power Automate, plugins, workflows, business rules, and integrations.

• Lead efforts in data migration, system integrations, functional testing, user acceptance testing (UAT), deployment, go-live, and post-go-live activities.

• Develop test scenarios and cases, providing support to business users during UAT.

• Address complex functional issues within the agreed service level agreements (SLAs).

• Conduct customer demonstrations, end-user training, and knowledge transfer sessions.

• Prepare functional design documents, solution documentation, user guides, and training materials.

• Engage in production support and managed services efforts.

• Collaborate with both offshore and onshore teams, managing communications with global customers and stakeholders.

• Provide functional leadership, guidance, and mentorship to junior consultants.

• Review functional deliverables to ensure adherence to Microsoft Dynamics 365 implementation best practices.

• Contribute to discussions on solution design, continuous improvement initiatives, and excellence in delivery.

⛳️ Requirements

• Over 10 years of experience in Microsoft Dynamics 365 CE / CRM functional consulting.

• Strong hands-on implementation experience with Microsoft Dynamics 365 Field Service (Mandatory).

• Significant functional experience in at least two other D365 CE modules.

• Demonstrated experience leading end-to-end D365 CE implementations and/or managed services efforts.

• In-depth understanding of field service business processes, service operations, work order management, and resource scheduling.

• Practical experience with D365 Field Service functionalities, including Work Order Management, Resource Scheduling and Optimization, Schedule Board, Dispatch Management, Bookable Resources, Customer Assets, Agreements, Entitlements, Inspections, Inventory, Field Service Mobile, Preventive Maintenance, and Time Tracking.

• Solid understanding of D365 Sales and Customer Service business processes.

• Experience in requirement gathering, business process mapping, fit-gap analysis, solution design, functional configuration, testing, and deployment.

• Practical experience with Microsoft Dataverse and Power Platform.

• Good understanding of Power Automate, Power Apps, workflows, business rules, and integrations.

• Experience in preparing functional specifications, solution design documents, and implementation deliverables.

• Ability to closely collaborate with technical developers, solution architects, and integration teams.

• Experience managing complex customer requirements and delivering functional solutions.

• Strong analytical, problem-solving, and troubleshooting abilities.

• Excellent communication, stakeholder management, and customer engagement skills.

• Proven capability to lead functional teams, oversee project deliverables, and mentor junior consultants.

• Preferred: Microsoft Dynamics 365 / Power Platform certifications including MB-240, MB-210, MB-230, or PL-200.

• Preferred: Experience with Dynamics 365 Field Service mobile functionalities, offline configurations, Connected Field Service, IoT-based service management, RSO, Azure services, Dataverse APIs, third-party integrations, Azure DevOps, global implementations, managed services/application support, and Agile/Scrum methodologies.

🏝️ Benefits

• Remote / Work From Home – India.

• Full-Time employment.

• Competitive compensation, among the best in the market.