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Dynamics 365 CE Field Service Consultant/Architect

PlanIT Group, LLC

Role overview

Qualifications

  • 5 plus years implementing Dynamics 365 CE / CRM solutions
  • Deep expertise in Dynamics 365 Field Service functionalities, configuration, and extensibility
  • Strong understanding of field service operations: dispatching, resource scheduling, service agreements, IoT/Connected Field Service, inventory warehouse processes
  • Proficiency with Power Platform (Power Automate, Power Apps, Dataverse)

Responsibilities

  • Lead the end-to-end architecture and solution design of Dynamics 365 Field Service
  • Translate business requirements into functional and technical specifications
  • Conduct workshops, requirement-gathering sessions, and business process reviews
  • Oversee and mentor functional and technical team members

Key facts

Hard skills

Other skills

  • Communication
  • Teamwork
  • Problem Solving

About the company

PlanIT Group, LLC logo

PlanIT Group, LLC

Staffing & Recruiting

PlanIT Group is an IT and engineering professional services company which provides top-tier talent to various commercial and government customers. We also provide systems and IT infrastructure integration which allows us to bring the talent and manage the implementation. At PlanIT Group, we pride ourselves on being extremely agile, innovative, and forward thinking. At PlanIT Group, we specialize in sourcing and matching skilled professionals to meet the dynamic demands of the digital landscape. With a focus on precision and expertise, we connect companies with the right individuals, driving innovation, and success in the ever-evolving world of technology. Our customers engage us to create solutions to complex mission challenges, and PlanIT delivers. Innovation. Integration. Integrity.

Company details

IndustryStaffing & Recruiting
Company size51 - 200

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Job description

Dynamics 365 CE Field Service Consultant / Architect
Position Overview
We are seeking an experienced Dynamics 365 Customer Engagement (CE) Field Service Consultant / Architect to lead the design, implementation, and optimization of advanced Field Service solutions. This role blends solution architecture, functional consulting, and technical leadership, ensuring that the Dynamics 365 Field Service platform is aligned with business strategy, operational needs, and industry best practices.
You will collaborate closely with business stakeholders, technical teams, and project leadership to deliver scalable, high‐performing solutions across the full project lifecycle. Key Responsibilities
Solution Architecture & Design
  • Lead the end‐to‐end architecture and solution design of Dynamics 365 Field Service, including Work Order management, scheduling, inventory, asset management, connected field service (IoT), and mobile capabilities.
  • Translate business requirements into functional and technical specifications.
  • Design scalable, modular architectures leveraging Power Platform, Azure services, and D365 CE components.
  • Create solution blueprints, data models, integration patterns, and configuration strategies.
Consulting & Delivery
  • Conduct workshops, requirement-gathering sessions, and business process reviews.
  • Configure the Field Service application: resources, booking rules, SLA configurations, incident types, workflows, and entitlements.
  • Guide customers through best practices for field operations, dispatching, service optimization, and preventive maintenance.
  • Support the full implementation lifecycle—from discovery through deployment and hypercare.
Technical Leadership
  • Oversee and mentor functional and technical team members.
  • Provide guidance on integrations using Azure Logic Apps, Power Automate, APIs, and third‐party tools.
  • Collaborate with developers on custom plugins, workflows, JavaScript, Power Apps, and integrations.
  • Ensure compliance with Microsoft‐recommended architecture standards and security practices.
Project & Stakeholder Management
  • Partner with project managers and PMO to define scope, timelines, risks, and deliverables.
  • Communicate solution direction and decisions to stakeholders at all levels.
  • Ensure solution quality through documentation, testing support, and technical oversight.
Required Qualifications
  • 5+ years implementing Dynamics 365 CE / CRM solutions.
  • Deep expertise in Dynamics 365 Field Service functionalities, configuration, and extensibility.
  • Strong understanding of field service operations: dispatching, resource scheduling, service agreements, IoT/Connected Field Service, inventory & warehouse processes.
  • Proficiency with Power Platform (Power Automate, Power Apps, Dataverse).
  • Experience with Microsoft Azure Services, including Logic Apps, Service Bus, API Management, Functions.
  • Ability to produce architectural documentation, use-case diagrams, and system design artifacts.
  • Strong communication skills and experience leading workshops.
Preferred Qualifications
  • Microsoft Certifications such as:
    • MB‐240: Microsoft Dynamics 365 Field Service
    • PL‐600: Power Platform Solution Architect
    • AZ‐204 / AZ‐900 (Azure)
  • Experience integrating D365 with ERP systems such as Dynamics 365 Finance & Operations, SAP, or Oracle.
  • Experience with DevOps processes (Azure DevOps CI/CD for Power Platform).
Soft Skills
  • Strategic problem solver with a consultative mindset.
  • Excellent communication and stakeholder engagement.
  • Ability to simplify complex concepts for non‐technical audiences.
  • Collaborative team player with leadership capability.

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Marcus Rivera

Chief Revenue Officer

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linkedin.com/in/marcusrivera
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