Dynamics 365 Customer Engagement

Senior Dynamics 365 Functional Consultant (CE / Power Platform)

Location:RemoteType:ContractWorking Hours:Significant overlap with U.S. business hours requiredCompensation:Competitive and based on experience

About the Role

We are seeking a highly experienced Senior Dynamics 365 Functional Consultant to lead the functional design, process architecture, and business systems delivery across complex Microsoft Dynamics 365 Customer Engagement implementations.

This is not an administrator or support role. We are looking for a senior consulting professional who has successfully led enterprise-grade Dynamics implementations, facilitated stakeholder workshops, designed scalable business processes, and produced production-quality functional documentation that engineering teams can execute against with minimal ambiguity.

You will work closely with Solution Architects, technical developers, and business stakeholders to design scalable, maintainable solutions across Dynamics 365 CE, Dataverse, Power Platform, and integrations with Dynamics 365 Business Central.

The ideal candidate combines deep functional expertise with strong systems thinking, business process design capability, and exceptional communication skills.

What You’ll Own

Functional Solution Design
* Lead discovery sessions and stakeholder workshops across business, operations, finance, customer service, and project delivery teams
* Capture and document current-state (AS-IS) and future-state (TO-BE) workflows
* Translate business requirements into scalable Dynamics 365 functional solutions
* Prioritize out-of-the-box platform capabilities before recommending customization
* Produce detailed Functional Design Documents (FDDs), user stories, process maps, acceptance criteria, and implementation documentation
* Identify risks, assumptions, dependencies, and process gaps throughout delivery

Dynamics 365 Customer Engagement

You should have deep production experience in at least two of the following modules and working familiarity across the rest:

Sales
* Lead and opportunity lifecycle management
* Forecasting
* Product catalog and pricing structures
* Quotes and sales process automation

Customer Service
* Case management
* SLA management
* Queues and routing
* Knowledge management
* Entitlements and service workflows

Project Operations
* Project setup and governance
* Work Breakdown Structures (WBS)
* Time and expense management
* Billing and revenue workflows
* Resource planning and operational processes
You should understand not only how these modules function, but why specific out-of-the-box behaviors exist and how underlying data models impact scalability and maintainability.

Dataverse & Platform Configuration

You will be expected to operate confidently across the Microsoft Power Platform ecosystem, including:
* Dataverse table architecture and relationship modeling
* 1:N, N:N, and polymorphic relationships
* Business rules and business process flows
* Model-driven app design
* Security roles and business unit architecture
* Owner teams vs. access teams
* Field-level security and hierarchy security
* Solution management and ALM best practices
* Managed vs. unmanaged solutions
* Dependency management and deployment planning
* Data migration strategy and execution

Power Platform Responsibilities

Power Automate
* Cloud flow architecture
* Dataverse triggers
* Retry logic and exception handling
* Child flows and reusable automation patterns

Power Apps
* Model-driven application design
* Canvas apps and custom pages when appropriate

Power BI Collaboration
* Structure clean, scalable data models for downstream reporting and analytics consumption

Integration & Systems Thinking

This role requires strong integration design capability in partnership with technical architects and developers.

You will:
* Collaborate with Business Central and engineering teams on system integration strategy
* Define sync direction and master data ownership
* Identify reconciliation and conflict resolution approaches
* Specify integrations clearly enough for developers to build without ambiguity
* Understand and evaluate:Dataverse APIsDual-WriteVirtual tablesIntegration middleware patterns
* Dataverse APIs
* Dual-Write
* Virtual tables
* Integration middleware patterns
You should be able to think beyond configuration and understand how enterprise systems interact operationally.

Collaboration Expectations

You will work alongside a Lead Solution Architect in a highly collaborative environment.

Success in this role requires the ability to:
* Push back constructively when functional requirements conflict with platform limitations or architectural direction
* Escalate decisions appropriately without unnecessary dependency
* Operate independently while keeping leadership informed
* Create functional designs that reinforce long-term system scalability and maintainability

Required Experience
* 8+ years of experience in Dynamics 365 / Dynamics CRM consulting