Minimum 5+ years of hands-on experience in Dynamics 365 and Power Platform
Excellent communication and documentation skills for technical and executive stakeholders
Proven ability to assess and design effective Major Incident Response Plans (MIRPs)
Familiarity with compliance frameworks such as ISO 22301 or SOC 2 Type II
Requirements:
Assess customer Dynamics 365 Customer Engagement and Power Platform implementations
Evaluate the effectiveness of customer health, operational processes, and environment administration practices
Identify risks, blockers, misconfigurations, and performance issues across D365 Customer Engagement infrastructure
Deliver professional customer-facing documentation summarizing health assessment findings
Job description
Our Client, an IT Services and Consultant company, is looking for a D365 Customer Success Engineer for their Remote location.
Responsibilities:
Assess customer Dynamics 365 Customer Engagement and Power Platform implementations across architecture, configuration, integrations, and environment setup.
Ability to assess Dynamics 365 and Power Platform security and access models, including security roles, Business Units, teams, and user permissions.
Evaluate the effectiveness of customer health, operational processes and environment administration practices.
Conduct in depth technical analysis of Dynamics 365 Customer Engagement apps, Dataverse structures, and app configuration.
Review and enhance customer solution quality by contributing feedback to offering, validating implementation patterns, and strengthening application health through best practice guidance.
Identify risks, blockers, misconfigurations, and performance issues across D365 Customer Engagement infrastructure, customizations (plugins, workflows, JavaScript, C#), data models, integrations, and overall environment health.
Recommend improvements aligned with Microsoft best practices for Dynamics 365, Dataverse, Power Apps, Power Automate, platform governance, ALM processes, and enterprise CRM modernization.
Deliver professional, customer facing documentation summarizing health assessment findings, environment configuration reviews, and recommended next steps for long term platform success.
Requirements:
Minimum 5+ years of hands-on experience in the following areas:
Up to date product knowledge and familiarity with Dynamics 365 modules
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Up to date knowledge on the foundational technologies for Dynamics 365 and the Power Platform
Dataverse
Power Apps
Power Automate
Power Platform admin center
Model Driven app Administration, Customization and Integration experience
Proven ability to assess and design effective Major Incident Response Plans (MIRPs) that align with operational SLAs and business risk tolerances.
Experience in business continuity planning, incident response coordination, and process maturity assessments.
Excellent communication and documentation skills for technical and executive stakeholders.
Background in technical consulting or assessment-based delivery engagements.
Preferred qualifications
Familiarity with compliance frameworks such as ISO 22301, NIST SP 800-34, or SOC 2 Type II in the context of operational resilience.
Application Lifecycle Management for Dynamics 365 & Power Platform apps & solutions
Prior experience supporting regulated industries (e.g., finance, healthcare, government) with stringent uptime, data protection, or continuity mandates.
Certifications
Required
Power Platform Model App Certification PL-7003 or relevant experience
Dynamics 365 Fundamentals (CRM) MB-910 or relevant experience
One of the following or relevant experience:
Dynamics 365 Customer Experience Analyst MB-280
Dynamics 365 Field Service Functional Consultant MB-240
Preferred
Power Automate PL-200 Power Platform Functional Consultant Associate or relevant experience.
From: District of Columbia (USA), Florida (USA), Georgia (USA), Massachusetts (USA), New York (USA), North Carolina (USA), Ohio (USA), Pennsylvania (USA), Texas (USA), Washington (USA) (Full Remote)
From: District of Columbia (USA), Florida (USA), Massachusetts (USA), New York (USA), North Carolina (USA), Ohio (USA), Pennsylvania (USA), Texas (USA), Washington (USA) (Full Remote)
