Dynamics 365 Configuration Engineer

Concerotech

Dallas (TX)

On-site

USD 110,000 - 150,000

Full time

9 days ago

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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

POSITION PURPOSE

The Dynamics 365 Configuration Engineer serves as the primary functional owner of the organization's Microsoft Dynamics 365 Customer Engagement platform, partnering with business leaders to design and deliver scalable solutions across Sales, Customer Service, Field Service, and Customer Insights. This role is responsible for platform configuration, governance, roadmap management, and process optimization, ensuring business needs are translated into effective low-code solutions that drive operational efficiency and customer engagement.

Demonstrates our “True North” attributes: voice of the customer, respect for the individual, no nonsense communication and utilization of facts, servant leadership and has a continuous improvement mindset in every facet of leadership and daily interaction. Leads, collaborates, and demonstrates the lean principles and utilizes the lean methodologies and tools to facilitate continuous process improvements and value creation for our customers, employees and shareholders. Actively utilizes lean tools (VSM, Kaizen, A3, etc.) to inform and assess business opportunities to drive continuous improvement. Lead and participate in Kaizen and value stream mapping activities.

DUTIES & RESPONSIBILITIES

Core Module Configuration & Business Application

Module Ownership: Architect, design, and configure workflows, data models, and features across D365 Sales, Customer Service Hub including Order & Case Management, Customer Insights and Field Service tailored to a high-volume distribution infrastructure.
Customer Insights: Build and maintain unified B2B profiles, segments, and measures within D365 Customer Insights to power retail-focused commercial data strategies.
Power Platform Automation: Build and optimize forms, business rules, views, and complex process configurations using Power Automate cloud flows and Dataverse without utilizing custom code.

Strategic Partnership & Advisory

Internal Consultant: Partner directly with on-site Sales, Customer Support, and Logistics leadership to translate operational business objectives into scalable system designs.
Platform Roadmap: Own the functional roadmap and manage technical impact assessments for Microsoft’s twice-yearly major application upgrades across all four core modules.
Vendor & Developer Alignment: Partner with external implementation partners and internal developer resources when custom extensions are required, validating alignment to functional blueprints.

Governance & Quality Assurance

Best Practices: Establish and enforce zero-code/low-code configuration standards to maintain platform integrity and eliminate technical debt.
Testing & Validation: Coordinate functional validation, orchestrate User Acceptance Testing (UAT), and manage comprehensive end-user and system documentation.

SKILLS & QUALIFICATIONS

· 7+ years of experience with Microsoft Dynamics 365 Customer Engagement (CE) / CRM.
· Strong functional knowledge of:
- o Dynamics 365 Sales
- o Dynamics 365 Customer Service
- o Marketing / Customer Insights
- o Power Platform
· Experience with requirements gathering, business process mapping & solution design.
· Experience supporting enterprise-scale CRM implementations and enhancements.
· Excellent communication and stakeholder management skills.
· Ability to work effectively with business leaders, IT teams, and external partners.
· Proven success operating as an autonomous, self-directed expert capable of delivering enterprise platform solutions without direct reports.
· Advanced capability to solve complex problems through out-of-the-box features and Power Platform components.

Preferred Qualifications

Certifications: Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate, or specialized module certifications (Customer Service Hub, Sales & Leads Management, Field Service, Customer Insights).
Preferred Expertise: Project & Incident management, Reporting, Application Support, Testing, QA, DevOps
Industry Knowledge: Experience implementing configurations within the Consumer-Packaged Goods (CPG), manufacturing and retail distribution industries.

LEADERSHIP COMPETENCIES