Dynamics 365 CE Lead: Functional Configuration & Strategy

Pearson Carter Limited; Dallas (TX); Hybrid; USD 135,000 - 145,000; Full time

Benefits offered by this job

Benefits package

Hybrid work arrangement

Job summary

Pearson Carter Limited is seeking a Dynamics 365 CE Functional Configuration Manager in Dallas to own the enterprise CRM platform, drive functional design and hands-on configuration. This strategic role combines deep Dynamics 365 CE expertise with strong business process knowledge and stakeholder management.

You will design and configure across Sales, Customer Service, Field Service and Customer Insights, building solutions with Power Platform and Dataverse.

Qualifications

• 7 years of experience with Microsoft Dynamics 365 CE/CRM.
• Strong stakeholder management and communication skills.
• Experience translating business needs into functional CRM designs.

Responsibilities

• Design, configure and optimise Dynamics 365 Sales, Customer Service, Field Service and Customer Insights.
• Build and maintain workflows, forms, business rules, views and automation using Power Platform, Power Automate and Dataverse.
• Partner with Sales, Customer Service, Logistics and IT stakeholders to translate business requirements into scalable solutions.
• Own the functional roadmap and assess the impact of Microsoft platform updates.
• Establish configuration standards and low-code/no-code best practices.
• Coordinate testing, user acceptance testing (UAT) and system documentation.
• Work with developers and external partners on custom extensions where required.

Skills

Dynamics 365 CE/CRM

Stakeholder management

Communication

Problem solving

Autonomy

Tools

Power Platform

Power Automate

Dataverse

Job description

Pearson Carter Limited is seeking a Dynamics 365 CE Functional Configuration Manager in Dallas to own the enterprise CRM platform, drive functional design and hands-on configuration. This strategic role combines deep Dynamics 365 CE expertise with strong business process knowledge and stakeholder management.

You will design and configure across Sales, Customer Service, Field Service and Customer Insights, building solutions with Power Platform and Dataverse.