Senior Functional Consultant, D365 CE

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

📋 Description

• Collect requirements and document business workflows.

• Set up Dynamics 365 CE and Power Platform functionalities.

• Assist with testing and training, facilitating client adoption of CRM/CX solutions.

• Take ownership of designated workstreams with minimal supervision and mentor junior resources as needed.

• Engage in discovery and design workshops.

• Document business requirements, process challenges, future-state expectations, user stories, acceptance criteria, and configuration choices.

• Configure 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 other related CE/CX capabilities.

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

• Ensure requirements traceability throughout discovery, design, configuration, testing, UAT, and adoption phases.

• Assist with backlog refinement, sprint demonstrations, CRP/UAT planning, test execution, defect triage, release preparedness, go-live support, and hypercare.

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

• Advise clients on standard functionalities versus customizations and highlight potential 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 understanding of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security principles.

• Capable of producing clear documentation, managing assigned tasks, communicating progress, and collaborating effectively with clients and internal teams.

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

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

🏝️ Benefits

• One of the most competitive bonus structures in the industry.

• Unlimited Paid Time Off (UPTO).

• 401k Plan with Company Matching Contributions.

• Monthly Stipend for Home Office Expenses.

• Subsidized Medical, Dental, and Vision Coverage.

• Health Savings and Flexible Spending Accounts.

• Company Paid Life and Disability Insurance.

• Support for Training, Certification, and Continuing Education.

• Opportunities for personal and professional growth.