Senior Functional Consultant, D365 CE

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

📋 Description

• Collect and document business process requirements.

• Configure capabilities within Dynamics 365 CE and the Power Platform.

• Assist in testing and training efforts to facilitate client adoption of CRM/CX solutions.

• Manage designated workstreams with minimal supervision and mentor junior team members.

• Engage in discovery and design sessions to gather requirements, identify process issues, document user stories, acceptance criteria, and make configuration decisions.

• Set up model-driven applications, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation.

• Provide support for Sales, Customer Service, Field Service, Customer Insights, and associated CE/CX functionalities.

• Create functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption resources.

• Ensure traceability of requirements through user stories, design choices, configurations, testing, UAT, and training documents.

• Assist with backlog refinement, sprint demonstrations, CRP/UAT planning, test execution, defect management, release readiness, go-live assistance, and hypercare.

• Collaborate with technical consultants on integrations, data migration, reporting, security, and custom extensions.

• Assess standard functionalities against customization needs and escalate issues related to scope, adoption, data, and process risks.

• Stay informed about Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities.

⛳️ Requirements

• Over 4 years of experience in implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or similar CRM platforms.

• Proficient knowledge of Dataverse, model-driven applications, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security principles.

• Capability to produce clear documentation, manage assigned tasks, communicate progress, and collaborate effectively with clients and internal teams.

• Familiarity with agile delivery methodologies, user stories, acceptance criteria, test management, training, and change/adoption principles.

• Preferred certifications include PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications.

🏝️ Benefits

• Work/Life Balance with Unlimited Paid Time Off (UPTO).

• 401k Plan with Company Matching Contribution.

• Monthly Stipend for Home Office Expenses.

• Subsidized Medical, Dental and Vision Coverage.

• Health Savings and Flexible Spending Accounts.

• Company Paid Life and Disability Insurance.

• Training, Certification and Continuing Education Support.

• Bonus structures and supplemental compensation up to $30,000.