D365 CE Functional Consultant

Lever, Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) Matching

Home office stipend

Medical, Dental, Vision coverage

HSA/FSA eligibility

Life and Disability Insurance

Training, Certification support

Job summary

MCA Connect is seeking a D365 CE Functional Consultant to design, configure, and implement Dynamics 365 CE and Power Platform solutions for clients. You will gather requirements, document processes, and guide junior resources on defined workstreams.

Senior-level responsibilities include owning workstreams with limited oversight.

Qualifications

• 3+ years' experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms.
• Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts.
• Ability to produce clear documentation, manage assigned work, communicate status, and collaborate effectively with clients and internal teams.
• Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals.
• Recommended certifications: PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications preferred.

Responsibilities

• Participate in discovery and design sessions to capture business requirements, current-state process issues, future-state process needs, user stories, acceptance criteria, and configuration decisions.
• Configure D365 CE and Power Platform features including model-driven apps, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation.
• Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities depending on project scope and specialization.
• Prepare functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption content.
• Maintain requirement traceability from discovery notes to user stories, functional design decisions, configuration workbooks, test scripts, UAT outcomes, and training/adoption materials.
• Support backlog refinement, sprint demos, CRP/UAT planning, test execution, defect triage, release readiness, go-live support, and hyper-care activities.
• Partner with technical consultants on integrations, data migration, reporting, security, and custom extension requirements.
• Help clients evaluate standard functionality versus customization and elevate scope, adoption, data, and process risks early.
• Maintain awareness of Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities that can improve user productivity and customer experience.

Skills

3+ years CRM implementation

Dataverse & model-driven apps

Power Automate & dashboards

Documentation & stakeholder comms

Agile delivery & user stories

Tools

M365 integration

Job description

Through passion and deep industry expertise, MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. Our strategic solutions, innovation, and industry intelligence help manufacturers gain visibility, improve profitability, and achieve a competitive edge.

Established in 2002, MCA Connect has grown into one of the largest US-based solution partners in Microsoft Business Applications and Azure Data & AI / Digital & App Innovation. Our Microsoft Specialties include Finance and Supply Chain, Analytics on Azure, Data Warehouse Migration, and Power Platform. We’re also a fifteen-time Microsoft Partner of the Year and three-time Inc. Best Workplaces award winner.

D365 CE Functional Consultant

Location: Remote

Description

The D365 CE Functional Consultant gathers requirements, documents business processes, configures Dynamics 365 CE and Power Platform capabilities, supports testing and training, and helps clients adopt practical CRM/CX solutions. Senior-level consultants are expected to own defined workstreams with limited oversight and guide junior resources whereappropriate.

Core responsibilities

• Participate in discovery and design sessions to capture business requirements, current-state process issues, future-state process needs, user stories, acceptance criteria, and configuration decisions.

• Configure D365 CE and Power Platform features including model-driven apps, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation.

• Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities depending on project scope and specialization.

• Prepare functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption content.

• Maintain requirement traceability from discovery notes to user stories, functional design decisions, configuration workbooks, test scripts, UAT outcomes, and training/adoption materials.

• Support backlog refinement, sprint demos, CRP/UAT planning, test execution, defect triage, release readiness, go-live support, and hyper-care activities.

• Partner with technical consultants on integrations, data migration, reporting, security, and custom extension requirements.

• Help clients evaluate standard functionality versus customization and elevate scope, adoption, data, and process risks early.

• Maintain awareness of Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities that can improve user productivity and customer experience.

Required skills and experience

• 3+ years' experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms.

• Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts.

• Ability to produce clear documentation, manage assigned work, communicate status, and collaborate effectively with clients and internal teams.

• Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals.

• Recommended certifications: PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications preferred.

About the CEPractice at MCA

The CEPractice at MCA sits at the forefront of the firm's innovation and growth strategy. We help organizations reimagine how they connect with customers by combining business transformation, modern cloud platforms, and AI-driven capabilities. Leveraging the Microsoft ecosystem - including Dynamics 365, Power Platform, and emerging AI technologies - our team designs customer engagement solutions that drive better experiences and stronger commercial outcomes. We are a collaborative, fast-growing team passionate about innovation, human-centered design, and building the next generation of customer engagement.

$90,000 - $130,000 a year

Plus additional supplemental compensation paid quarterly

Why work for MCA Connect?

Our compensation plan offers one of the best bonus structures in the industry. Along with this we also offer a generous benefit package:

• Work/Life Balance with Unlimited Paid Time Off (UPTO)
• 401k Plan with Company Matching Contribution
• Monthly Stipend for Home Office Expenses
• Subsidized Medical, Dental and Vision Coverage
• Health Savings and Flexible Spending Accounts
• Company Paid Life and Disability Insurance
• Training, Certification and Continuing Education Support

MCA Connect offers limitless opportunities for personal and professional growth in a stimulating, challenging, and performance-oriented work culture where you can share your ideas and make impactful daily contributions. Our employees are highly motivated and talented individuals dedicated to developing, marketing, and selling products designed to deliver value for mid-market and enterprise-size manufacturing, distribution, and energy companies. We take the time to train our consultants so that they understand the industries we serve and can deliver best practices, proven methodologies, and ongoing industry expertise to our clients.

MCA Connect is an Equal Opportunity Employer. MCA Connect promotes equal employment opportunity to all employees and applicants and does not discriminate on the basis of race, religion, color, creed, national origin, sex, age, sexual/gender orientation, status as a protected disabled or Vietnam Era Veteran, disability, or any other legally protected status.We firmly believe our differences make us stronger!