Senior Dynamics 365 Solutions Engineer

FundView • Lubbock, TX

51d • $90,000 - $115,000 • Remote

About The Position

The Senior Dynamics 365 Solutions Engineer designs, configures, and optimizes FundView’s internal Dynamics 365 and Power Platform environment. You will lead solution design and implementation across Dynamics 365 (Sales, Customer Service, Project Operations), Power Apps, Power Automate, Dataverse, and Power BI to deliver secure, scalable systems that support FundView’s growth.

This role connects Product, Implementation, Engineering, and Customer Success, turning business requirements into clear technical designs and serving as a trusted advisor to stakeholders across the company.

Requirements

• 5+ years of hands-on experience with Dynamics 365 and Power Platform (model-driven apps, Power Automate, Dataverse), including 2+ years in a senior or lead role.
• Experience delivering solutions using at least two of: Dynamics 365 Sales, Customer Service, Project Operations.
• Proven experience designing and building integrations (connectors, APIs, dataflows) between Dynamics 365/Dataverse and other SaaS or on-prem systems.
• Strong skills in data modeling, security design (roles, teams, field-level security), and environment/solution management in Power Platform.
• Experience across the delivery lifecycle: discovery, design, estimation, configuration, testing, deployment, and post-go-live support.
• Strong communication skills with the ability to translate between business and technical audiences.
• Located in and working primarily within CST or EST time zones.
• Experience in a B2B SaaS environment.

Nice To Haves

• Experience with internal business systems for a SaaS or software company (e.g., CRM, onboarding, professional services automation, customer support).
• Hands-on experience with Power BI for dashboards and analytics over Dynamics 365/Dataverse data.
• Experience implementing ALM, automated deployments, and DevOps practices for Power Platform (e.g., Azure DevOps or GitHub).
• Relevant Microsoft certifications (e.g., Power Platform Solution Architect Expert, Dynamics 365 Solution Architect Expert, or related functional certifications).
• Experience applying AI or Copilot capabilities within Dynamics 365 or Power Platform.

Responsibilities

• Lead technical discovery and fit-gap analysis for Dynamics 365/Power Platform solutions supporting internal workflows (sales, onboarding, project delivery, support).
• Design end-to-end solutions using Dynamics 365, Dataverse, Power Apps, Power Automate, and Power BI, aligned to Microsoft and FundView standards.
• Define integrations between Dynamics 365, FundView SaaS applications, and other systems using standard connectors and APIs.
• Produce concise solution artefacts (architecture diagrams, data models, mappings, configuration standards) for technical and non-technical audiences.
• Configure Dynamics 365 apps (tables, forms, business rules, process flows, security roles) and related Power Platform components.
• Apply ALM best practices (solutions, environments, source control/CI/CD) for reliable deployments.
• Lead or support data migrations from legacy or ad hoc systems into Dataverse/Dynamics 365.
• Work with QA and business owners to plan and execute testing (including UAT) and ensure quality before go-live.
• Troubleshoot complex issues across configuration, integrations, data, and performance, driving root-cause analysis and durable fixes.
• Collaborate with Implementation PMs, BSAs, and Customer Success to translate business processes into technical designs and implementation plans.
• Act as a senior SME for Dynamics 365 and Power Platform, contributing to planning sessions, design workshops, and solution reviews.
• Provide technical input to internal tooling and process roadmaps, identifying opportunities to improve efficiency and visibility.
• Maintain internal documentation, playbooks, and reusable patterns that support consistent delivery.
• Mentor junior engineers, BSAs, and implementation staff on Dynamics 365, Power Platform, and architecture best practices.
• Monitor platform usage and support trends to recommend improvements and manage technical debt.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed