Dynamics 365 CE Functional Lead
About The Position
The Dynamics 365 Customer Engagement (CE) Functional Lead owns the functional design, configuration, and delivery of the Dynamics 365 CE platform during a multi‑program implementation and ongoing operations. This role serves as the single functional owner across Sales, Customer Service, Field Service, and related CE workloads, ensuring a consistent data model, user experience, security posture, and release approach.The CE Functional Lead acts as the product owner for CE—bridging business strategy and technical delivery—while partnering with the D365 Architect, Power Platform team, and business domain leaders. Why This Role Exists With multiple CE programs going live within a condensed timeframe, strong centralized functional ownership is critical. This role ensures CE is delivered as one cohesive platform rather than fragmented solutions, enabling adoption, scalability, and long‑term business value.
Requirements
- Hands‑on functional Dynamics 365 CE experience
- Strong Dataverse knowledge
- Understanding of Sales and/or Customer Service processes
- Strong stakeholder communication and decision‑making skills
- Must possess a valid driver’s license with clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle Report will be performed on final candidate).
- Applicants must be legally authorized to work in the United States for any employer. The company does not sponsor employment visas now or in the future.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Responsibilities
- Own functional design and behavior of all CE applications
- Act as the final decision authority on cross‑program dependencies
- Manage and prioritize a unified CE backlog
- Coordinate go‑live readiness and stabilization activities
- Own Dataverse schema, relationships, and data standards
- Design business process flows, forms, views, and dashboards
- Ensure consistency across all CE environments
- Balance configuration vs customization decisions
- Design role‑based user experiences
- Collect post‑go‑live feedback and drive iterative improvements
- Support training and change initiatives
- Promote CE best practices
- Define CE security roles aligned to business responsibilities
- Partner with the D365 Architect on environment governance
- Support compliance and segregation‑of‑duties requirements
- Partner on Power Automate and low‑code extensions
- Ensure automation reliability and sustainability
- Identify process improvement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
