Dynamics 365 Customer Engagement Functional Architect
About The Position
We are looking for a passionate and personable D365 Customer Engagement Functional Architect for our Data & Dynamics Team to design, architect and implement solutions with Dynamics 365 Customer Engagement (CE)! Utilizing your deep and expert knowledge in customer engagement processes (Sales, Customer Service, Field Service, and Marketing), you understand client requirements through strong business and technical consulting skills and are well versed in optimizing Dynamics 365 CE implementations. You favor configuration and the Power Platform over heavy customization and can enroll customer user groups in the opportunity that comes from a modern cloud CRM. You will work directly with sales and delivery leaders to support solution direction and quotes.
Requirements
- 5+ years of industry experience working in customer engagement domains such as sales, customer service, field service, or marketing (as a consultant or SME)
- 5+ years of experience with Dynamics 365 CE (Sales, Customer Service, Field Service, or Marketing) and/or legacy Dynamics CRM
- Strong experience with the Microsoft Power Platform (Power Apps, Power Automate, Dataverse, Power BI)
- 3+ years of experience with Agile frameworks
- Proven skills or experience as a business analyst
- Ability to effectively communicate to different audiences including internal and external stakeholders clearly and concisely
- Proficiency in workshop facilitation, requirements gathering, and solution design
- Self-motivation and drive, always looking for ways to improve skills and stay relevant in given area of expertise
Nice To Haves
- Industry certifications such as Microsoft Dynamics 365 CE certifications (e.g., Solution Architect Expert), Microsoft MVP, Prosci, Scrum
- Experience with integrations (e.g., Azure Integration Services, APIs) and data migration strategies
- Experience driving user adoption and CRM transformation initiatives
Responsibilities
- Work with customers and internal stakeholders including clients, Business Analysts, Developers, and other Architects to define customer solutions and deliver engagements that are innovative and exceed business requirements
- Design and implement D365 CE solutions to solve client requirements and challenges
- Provide pre-sales technical assistance, demonstrations, and product education as required
- Meet with clients to determine needs and/or identify problem areas
- Support development of estimates, Statements of Work (SOWs), and proposals which outline professional services required to meet client requirements
- Analyze complex requirements and develop IT strategies and multi-technology solutions leveraging Dynamics 365 CE and the Power Platform (Power Apps, Power Automate, Power BI) aligned with industry best practices
- Stay abreast of changes and opportunities as they pertain to Dynamics 365 CE and the Microsoft Power Platform
- Focus on best practices for organizational change management and user adoption
- Follow Agile best practices using Azure DevOps including contributing to the creation and grooming of a program backlog of features and tasks
- Create relevant documentation including conceptual design, solution architecture, data models, integration designs, as-built diagrams, knowledge transfer materials, FAQs, and transition to operations information
Benefits
- Comprehensive benefits package from day one
- Recognition programs
- Career growth - Permanent staff positions, paid training, career life planning, and relocation and travel opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
