Dynamics CRM Techo - Functional Associate - Senior

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