D365 Customer Engagement Consultant

Pearson Carter

Chicago (IL)

Hybrid

USD 100,000 - 140,000

Full time

5 days ago

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Job summary

Pearson Carter is seeking a D365 Customer Engagement Consultant specializing in Customer Service & Sales to design, implement, and optimize Dynamics 365 CE solutions for client engagements.

You will lead workshops, mentor junior consultants, and ensure solutions align with Microsoft standards while enhancing customer service processes and sales performance.

Qualifications

Proven experience as a D365 CE Consultant with functional expertise in Customer Service and Sales.
Strong understanding of Dynamics 365 CE capabilities and the Power Platform.
Experience delivering end-to-end D365 CE implementations focused on sales and customer service outcomes.
Excellent analytical, problem-solving, and communication skills.
Experience leading client workshops, solution design sessions, and mentoring junior team members.

Responsibilities

Gather and analyze business requirements for Customer Service and Sales processes.
Design, configure, and implement Dynamics 365 CE solutions to enhance engagement and sales.
Advise on Power Platform for automation.
Lead workshops, design sessions, and live demos for clients.
Mentor junior consultants in D365 best practices.
Document designs, processes, and solution architecture for client projects.
Collaborate with project managers, business analysts, and stakeholders to deliver solutions.
Conduct reviews to ensure alignment with Microsoft standards.

Skills

Customer service

Sales

Communication

Analytical thinking

Mentoring

Workshops

Tools

Dynamics 365 CE

Power Platform

Job description

Job Title

D365 Customer Engagement Consultant - Customer Service & Sales Focus - Full-Time (Hybrid or Remote)

Job Overview

We are seeking a D365 Customer Engagement Consultant with expertise in Customer Service & Sales modules to join our team. In this role, you will work closely with clients to design, implement, and optimize Dynamics 365 solutions that enhance customer experiences, drive sales performance, and streamline service processes. This is ideal for someone who enjoys client interaction, translating business requirements into actionable solutions, and mentoring junior team members.

Responsibilities

Partner with clients to gather and analyze business requirements for Customer Service & Sales processes.
Design, configure, and implement Dynamics 365 CE solutions tailored to enhance customer engagement, case management, and sales pipeline effectiveness.
Advise clients on leveraging the Power Platform, including Power Automate and Canvas Apps, to automate workflows and improve productivity.
Lead workshops, solution design sessions, and live demonstrations for clients.
Mentor and support junior consultants in D365 best practices and functional knowledge.
Conduct solution reviews to ensure alignment with Microsoft standards and client objectives.
Collaborate with project managers, business analysts, and stakeholders to deliver high-quality solutions.
Document functional designs, process flows, and solution architecture for client projects.

Experience & Skills

Proven experience as a D365 CE Consultant with functional expertise in Customer Service & Sales modules.
Strong understanding of Dynamics 365 CE capabilities and the Power Platform.
Experience delivering end-to-end D365 CE implementations focused on sales and customer service outcomes.
Excellent analytical, problem-solving, and communication skills.
Experience leading client workshops, solution design sessions, and mentoring junior team members.

Salary & Benefits