D365 CE Senior Functional Consultant

Remote; San Francisco (CA); A distancia; USD 120.000 - 160.000; Jornada completa

Descripción de la vacante

MCA Connect is seeking a D365 CE Senior Functional Consultant to lead CRM engagements, gather requirements, configure Dynamics 365 CE and Power Platform, and guide clients through adoption of practical CX solutions.

The role involves owning defined workstreams with limited oversight, mentoring junior resources, and collaborating with cross-functional teams across Sales, Customer Service, and Field Service. Remote work is supported.

Formación

• 4+ years 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.

Responsabilidades

• 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 requirements 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 hypercare activities.
• Partner with technical consultants on integrations, data migration, reporting, security, and custom extension requirements.
• Help clients evaluate standard functionality versus customization and accelerate 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.

Conocimientos

CRM implementation

Dataverse knowledge

Documentation skills

Agile methodology

Herramientas

Dynamics 365

Power Platform

Dataverse

Descripción del empleo

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.

Title: D365 CE Senior Functional Consultant

Location: Remote

Description

The D365 CE Senior 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 where appropriate.

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 requirements 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 hypercare activities.

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

• Help clients evaluate standard functionality versus customization and accelerate 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

• 4+ 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 CE Practice at MCA

The CE Practice 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.