Principal Consultant - D365 Customer Engagement

Reo Group; Auckland; On-site; NZD 140,000 - 190,000; Full time

Job summary

Reo Group is seeking a Principal Consultant to lead enterprise Microsoft Dynamics 365 CE engagements in New Zealand. You will guide consulting workstreams, make design decisions, and collaborate with project managers and customer sponsors to ensure delivery of value.

The role emphasizes senior functional leadership, customer-facing problem solving, and opportunities to extend Power Platform and Copilot capabilities across engagements.

Qualifications

• Must have substantial client-facing consulting experience on enterprise CRM projects.
• Demonstrated ability to lead consulting workstreams and influence design decisions.
• Relevant tertiary qualification and Dynamics 365 CE certifications preferred.

Responsibilities

• Set functional direction for CRM programmes and make design decisions.
• Clarify priorities with sponsors and explain consequences of options.
• Translate project plans into consulting workstreams and deliverables with PM.
• Coach colleagues and share knowledge for future engagements.
• Identify opportunities to apply Power Platform and AI in solutions.

Skills

Microsoft Dynamics 365 CE

Client-facing consulting

Leadership of workstreams

Power Platform

AI awareness (Copilot)

Solution design

Education

Tertiary qualification

Dynamics 365 CE certifications

Tools

Dynamics 365 CE tools

Power Platform tools

Copilot / AI tooling

Job description

Job Description

Location:

New Zealand – Auckland preferred; other NZ locations considered - relocation assistance provided

Role Overview

As Principal Consultant, you will be the senior functional lead on substantial Microsoft Dynamics 365 Customer Engagement (CE) projects. Your remit is to make sound solution decisions, steer the consultants doing the work and maintain a clear view of what the customer is trying to achieve. You will take responsibility for the consulting contribution as a whole, not simply the tasks assigned to you personally.

You will work closely with Project Managers, who manage the programme plan, timing and budget, while you lead the consulting workstreams and the decisions that sit behind them. Expect direct contact with customer sponsors, practical problem-solving with architects and developers, and opportunities to bring your expertise into early-stage customer discussions. You will know when to make a call yourself and when to involve a specialist.

The practice has substantial customer demand and wants a senior consultant who can help it take on more work without compromising delivery. You will establish clearer ways of working, give less experienced colleagues the guidance they need and contribute ideas that can be reused on future engagements. There is also scope to explore where Power Platform and new AI capabilities can make a tangible difference to customer solutions and the team’s delivery approach.

Responsibilities

• Set functional direction for enterprise CRM programmes and make important design decisions.
• Work with customer sponsors to clarify priorities and explain the consequences of available options.
• Turn the project plan into clear consulting workstreams, assignments and deliverables with the Project Manager.
• Guide functional design across relevant D365 CE applications, drawing on specialist input where needed.
• Review proposed solutions and resolve issues that could affect customer acceptance or implementation.
• Coach colleagues through live project challenges and help them build independent consulting capability.
• Bring architects, developers and functional specialists together around coherent solution decisions.
• Improve shared consulting methods, quality checks and knowledge resources for future engagements.
• Provide senior functional input to estimates, customer presentations and prospective project discussions.
• Identify appropriate uses for Power Platform, Copilot and AI-enabled methods in customer and internal work.

Candidate Profile

You have substantial experience in client-facing consulting and a demonstrable record of leading demanding, enterprise-scale Microsoft Dynamics 365 CE implementations. Your strengths include functional design, business-process understanding and the judgement to see how individual CRM decisions affect the wider solution. You understand customer-facing Sales and Customer Service processes, and can work with specialists where a project also calls for Marketing or Field Service expertise. A relevant tertiary qualification and Dynamics 365 CE certifications will complement your practical experience.

You can explain consequential solution decisions to senior customer representatives and give delivery colleagues a clear path forward. Having led consulting workstreams, you understand how to balance business priorities against scope, resources and implementation realities. You are comfortable working in partnership with a Project Manager, keeping the team informed and escalating issues at the right time. You can also contribute to customer-facing estimates and solution discussions when the practice needs senior functional expertise.

You take ownership while making good use of the people around you. Helping other consultants become more capable is part of what motivates you, and you are willing to share approaches that make subsequent projects easier to deliver. Particular depth in D365 Field Service or a recognised customer-industry specialism would be an advantage. Practical examples of using Copilot or agentic AI to improve customer solutions or consulting processes would also be valued; neither is a prerequisite.

Company, Culture & Benefits

You will join an established technology consulting business with a substantial Microsoft capability and an active portfolio of customer work. Colleagues are expected to collaborate across disciplines, ask for help early and share what they learn. This position offers senior influence through project leadership and coaching rather than formal direct reports.

• Professional development through coaching, certification support and individual development plans.
• Access to enterprise customer assignments and regular conversations about professional development.
• Relocation and sponsorship considered for exceptional candidates