Dynamics 365 CE Configuration & Optimization Lead

Concerotech; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Concerotech is seeking an experienced Dynamics 365 Configuration Engineer in Dallas to own the CE/CRM configuration, governance, and roadmap. You will partner with sales, service, field service, and customer insights teams to deliver scalable, low-code solutions that boost efficiency and engagement.

You will lead in configuring workflows, data models, and power-platform automations, while coordinating with external partners to ensure alignment with functional blueprints and upgrades.

Qualifications

• 7+ years of experience with Microsoft Dynamics 365 CE/CRM.
• Strong functional knowledge of Dynamics 365 Sales, Customer Service, Marketing/Customer Insights and Power Platform.
• Experience gathering requirements and mapping business processes to solutions.
• Experience supporting enterprise-scale CRM implementations and enhancements.
• Excellent communication and stakeholder management skills.
• Ability to work with business leaders, IT teams, and external partners.
• Proven autonomous, self-directed delivery of enterprise platform solutions.
• Advanced problem-solving using out-of-the-box features and Power Platform components.

Responsibilities

• Architect, design, and configure workflows, data models, and features across D365 modules.
• Build unified B2B profiles and measures in Customer Insights for retail data strategies.
• Create low-code configurations using Power Automate and Dataverse without custom code.
• Partner with Sales, Support, and Logistics to translate objectives into scalable designs.
• Own functional roadmap and assess impact of major upgrades twice yearly.
• Coordinate external partners and internal developers for extensions.
• Establish and enforce zero-code/low-code standards.
• Coordinate functional validation, UAT, and end-user documentation.

Skills

Dynamics 365 CE

CRM

Sales

Customer Service

Power Platform

Dataverse

Requirements gathering

Business process mapping

Stakeholder management

Solution design

Power Automate

Autonomous work style

Education

Microsoft Certification: Dynamics 365 Customer Engagement Functional Consultant Associate

Tools

Power Automate

Dataverse

Dynamics 365

Job description

Concerotech is seeking an experienced Dynamics 365 Configuration Engineer in Dallas to own the CE/CRM configuration, governance, and roadmap. You will partner with sales, service, field service, and customer insights teams to deliver scalable, low-code solutions that boost efficiency and engagement.

You will lead in configuring workflows, data models, and power-platform automations, while coordinating with external partners to ensure alignment with functional blueprints and upgrades.