D365 Functional Lead | $145K + Benefits | On Site

Pearson Carter; Dallas (TX); On-site; USD 131,000 - 160,000; Full time

Benefits offered by this job

On-site

Benefits

Job summary

Pearson Carter is seeking an experienced Dynamics 365 CE Functional Configuration Manager for a full-time, on-site role in Dallas, TX. The candidate will own the functional design, configure CRM modules, and collaborate with stakeholders to deliver scalable solutions.

The role emphasizes hands-on configuration with strategic platform ownership, ensuring seamless upgrades and continuous optimisation in an enterprise CRM environment.

Qualifications

• 7 years of experience with Microsoft Dynamics 365 CE / CRM.
• Hands-on functional configuration across Dynamics 365 Sales and Customer Service.
• Experience with Dynamics 365 Customer Insights and/or Field Service is advantageous.
• Strong understanding of Microsoft Power Platform, especially Power Automate and Dataverse.
• Proven experience gathering requirements, mapping business processes and designing functional solutions.

Responsibilities

• Take ownership of the functional design, configuration and continuous improvement of Microsoft Dynamics 365 CE.
• Configure and optimise Dynamics 365 Sales, Customer Service and Customer Insights.
• Develop workflows, business rules, forms and automation using Power Automate and Dataverse.
• Work closely with business stakeholders to gather requirements, map processes and deliver effective CRM solutions.
• Lead functional solution design, ensuring scalability, performance and alignment with business objectives.
• Manage platform enhancements, system upgrades and ongoing optimisation.
• Collaborate with internal technical teams and external partners to deliver system improvements.

Skills

Dynamics 365 CE

CRM configuration

Power Platform

Power Automate

Dataverse

Requirements gathering

Enterprise CRM

Tools

Dataverse

Power Automate

Power Platform

Job description

D365 Functional Lead 145K Benefits On Site

Location: Dallas, TX (On-Site) 4x per week
Employment Type: Full-Time, Permanent

The Opportunity

We are working with an established organisation seeking an experienced Dynamics 365 CE Functional Configuration Manager to take ownership of its Microsoft Dynamics 365 Customer Engagement platform. This is an excellent opportunity for a highly experienced Dynamics 365 professional who enjoys combining hands-on functional configuration with strategic platform ownership and stakeholder engagement.

Key Responsibilities

• Take ownership of the functional design, configuration and continuous improvement of Microsoft Dynamics 365 CE.
• Configure and optimise Dynamics 365 Sales, Customer Service and Customer Insights.
• Develop workflows, business rules, forms and automation using Power Automate and Dataverse.
• Work closely with business stakeholders to gather requirements, map processes and deliver effective CRM solutions.
• Lead functional solution design, ensuring scalability, performance and alignment with business objectives.
• Manage platform enhancements, system upgrades and ongoing optimisation.
• Collaborate with internal technical teams and external partners to deliver system improvements.

Skills & Experience Required

• 7 years of experience working with Microsoft Dynamics 365 CE / CRM.
• Strong hands-on functional configuration experience across Dynamics 365 Sales and Customer Service.
• Experience with Dynamics 365 Customer Insights and/or Field Service would be advantageous.
• Strong understanding of Microsoft Power Platform, particularly Power Automate and Dataverse.
• Proven experience gathering requirements, mapping business processes and designing functional solutions.
• Experience working with enterprise-scale CRM environments.

Desirable Experience

• Relevant Microsoft Dynamics 365 certifications.
• Experience with application support, testing, UAT and release management.
• Exposure to complex operational or multi-site business environments.
• Experience working with external Microsoft implementation partners.