D365 CE Senior Functional Consultant

mcaconnect; United States; Remoto; USD 110.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Unlimited PTO

401k with company matching

Home office stipend

Medical, dental and vision coverage

Health Savings Account

Descrizione del lavoro

MCA Connect is seeking a Senior Functional Consultant for Dynamics 365 CE to work remotely in the United States. The role focuses on configuring CRM features, integrating Power Platform solutions, and guiding clients through discovery, design, and deployment of CE capabilities across Sales, Service, Field Service and Customer Insights.

The candidate will produce clear documentation, participate in agile delivery, and collaborate with technical teams on data migration and reporting.

Competenze

• 4+ years in Dynamics 365 CRM implementations or support.
• Experience with Dataverse and model-driven apps.
• Ability to document requirements and configurations.
• Familiarity with agile delivery and UAT.

Mansioni

• Participate in discovery and design to capture requirements, user stories, acceptance criteria, and configuration decisions.
• Configure D365 CE and Power Platform features including model-driven apps, tables, forms, views, dashboards, business rules, and security roles.
• Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities.
• 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, design decisions, and training 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 escalated 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.

Conoscenze

D365 CE

CRM implementation

Documentation

Agile delivery

Strumenti

Dataverse

Power Automate

Power BI

Model-driven apps

Microsoft 365

Descrizione del lavoro

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 Senior Functional Consultant

Remote

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 escalated 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.

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 t