Senior dynamics 365 ce / crm & power platform consultant

BDO Canada; Toronto; On-site; CAD 84,000 - 128,000; Full time

Job summary

BDO Canada is seeking a Senior Dynamics 365 CE / CRM & Power Platform Consultant to join the GTA team. This senior, client-facing role focuses on post-implementation support, proactive optimization, and advisory services to improve adoption, efficiency, and ROI.

The role involves shaping repeatable service offerings, delivering value-driven insights, and evolving Dynamics 365 CE and Power Platform capabilities for diverse clients across Canada.

Qualifications

• 7+ years of experience supporting Dynamics 365 Customer Engagement
• 3+ years of senior-level Power BI experience
• Microsoft Certifications: PL-900, PL-200, MB-230 or MB-280 (active)
• ITIL Foundations 4 certification is a strong asset

Responsibilities

• Own client outcomes (adoption, efficiency, ROI) and lead value reviews
• Provide governance, health checks, and roadmap discussions
• Translate platform capabilities into business use cases and improvements
• Lead Power BI design, data modeling, and enterprise reporting assets
• Support and advise on Power Platform components within Dynamics 365 CE

Skills

Dynamics 365 CE experience

Power BI experience

Power Platform

Remote support experience

Education

Microsoft Certifications: PL-900 / PL-200 / MB-230 / MB-280

ITIL Foundations 4 certification

Tools

Dataverse

APIs

Power Automate

Job description

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada’s Solution Operations practice is currently in the process of recruiting a full-time permanent Senior Dynamics 365 CE / CRM & Power Platform Consultant to join our growing GTA team.

The position will be responsible for providing post-implementation application support while leading proactive optimization and advisory services that drive measurable client outcomes (adoption, efficiency, ROI).

This is a senior client-facing advisory role within a managed services environment, expected to shift engagements from reactive support toward structured, value-driven service delivery. The successful candidate will operate as a trusted advisor, helping clients evolve their Dynamics 365 CE and Power Platform capabilities, not just resolve issues. In addition to reactive support, this role will contribute to the development of repeatable service offerings, proactively identifying opportunities to enhance client outcomes through standardized solutions, best practices, and continuous improvement.

BDO’s Digital practice provides implementation and support services for accounting and enterprise resource planning (ERP), customer relationship management (CRM), Power Platform, and business intelligence (BI) solutions to clients across Canada. BDO Digital is a Microsoft Solutions Partner and has consistently been recognized through Microsoft partner awards, including Inner Circle and President’s Club membership.

Key Accountabilities and Responsibilities

Client Advisory & Value Ownership

• Own client outcomes (adoption, efficiency, ROI), not just issue resolution

• Lead health checks, roadmap discussions, and value-based reviews

• Provide constructive challenge to client approaches where required

• Identify and quantify business impact of recommendations

• Challenge client approaches when needed (respectfully)

• Translate platform capabilities into business use cases and improvements

• Leverage advanced expertise in Dynamics 365 Customer Engagement (CE) - Sales, Customer Service, Marketing, Field Service), the Power Platform, and enterprise‑grade Power BI solutions to deliver remote client support and advisory services via phone, secure remote access, and Microsoft Teams.

• Provide escalation-level troubleshooting for complex issues, using root cause analysis to drive broader platform and process improvements.

• Provide functional guidance and best-practice recommendations related to:

• Model-driven apps

• Business rules, forms, views, dashboards, and charts

• Security roles and access models

• Dataverse data structure and relationships

You will also:

• Support and advise on Power Platform components including Power Automate, Power Apps, Power Pages, and Power BI integrations within Dynamics 365 CE, ensuring scalable, governed, and high-performance analytics solutions.

• Identify recurring client challenges and collaborate with internal teams to design and deliver repeatable support and optimization services that create measurable client value.

• Define and operate governance cadences (SLA health, backlog, prioritization, risk)

• Drive backlog hygiene and reduce operational noise through structured processes

• Proactively identify opportunities to improve client adoption, efficiency, and ROI through standardized enhancements, health checks, training materials, and value-based recommendations

• Apply strong communication and listening skills to understand client business processes, clarify requirements, and translate issues into actionable technical or functional solutions.

• Contribute to internal initiatives including documentation, knowledge base development, service packaging, and continuous improvement of support processes-particularly around Power BI reporting templates and analytics frameworks.

• Lead Power BI solution design, including data modeling, DAX optimization, workspace governance, refresh strategies, row‑level security, and the development of reusable datasets and enterprise reporting assets.

• Translate reporting and analytics into actionable recommendations that drive measurable business outcomes .

• Stay current with new Microsoft cloud technologies, features, and release updates, continuously expanding skillsets across Dynamics 365, Power Platform, and Power BI.

• Perform other related duties as required

How do we define success for your role?

• You demonstrate BDO Canada’s core values through all aspect of your work: Integrity, Respect and Collaboration

• You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work

• You identify, recommend, and are focused on effective service delivery to your clients

• You share in an inclusive and engaging work environment that develops, retains & attracts talent

• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace

• You grow your expertise through learning and professional development

Education and Professional Skills / Knowledge

Required

• 7+ years of experience supporting Dynamics 365 Customer Engagement, including recent cloud‑aligned versions within Microsoft’s current roadmap

• 3+ years of senior‑level Power BI experience, including data modeling, DAX, workspace governance, row‑level security, refresh optimization, and enterprise reporting aligned to Power Platform and Dynamics 365 CE solutions

• Microsoft Certifications:

  • Required - must hold at least two of the following:

    • Power Platform Fundamentals / Exam PL-900

    • Power Platform Functional Consultant Associate / Exam PL-200, while still active

    • Dynamics 365 Customer Service Functional Consultant Associate / Exam MB-230

    • Dynamics 365 Customer Experience Analyst Associate / Exam MB-280

  • Preferred:

    • Dynamics 365 Sales AI Consultant Associate (beta) / Exam AB-210

    • Agentic AI Business Solutions Architect / Exam AB-100

    • AI Agent Builder Associate (beta) / Exam AB-620

• ITIL Foundations 4 certification considered a strong asset

• Experience supporting users remotely via phone, screen sharing, and collaboration tools

• Working knowledge of Dataverse, solution management, and Microsoft cloud environments

• Proficiency with Microsoft Windows, Microsoft 365, and Teams

Beneficial Experience

• Hands‑on configuration experience with Dynamics 365 CE and model‑driven apps

• Experience supporting Dynamics 365 CE solutions integrated with other systems using APIs, Power Automate, or Azure services

• Experience with Power Platform governance, environments, and ALM concepts

• Experience contributing to standardized or repeatable service offerings (e.g., packaged support, accelerators, assessments, optimizations)

• Experience designing or supporting Power BI analytics embedded within Dynamics 365 CE, including dashboards, paginated reports, and reusable datasets

The expected range of compensation for this role is $84,000 - $128,000 annually.

Why BDO?

Why BDO?
Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

At BDO, our people experience is guided by three core pillars-Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable