Functional Lead - Dynamics 365 Configuration - $145k

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

Benefits offered by this job

Benefits

Job summary

Pearson Carter is recruiting a Dynamics 365 CE Functional Configuration Manager in Dallas. This senior role owns the enterprise CRM platform, shaping the future of the CRM environment and partnering with Sales, Customer Service, and IT to deliver scalable solutions.

You will drive configuration, optimisations and low-code developments with Power Platform, while collaborating with internal teams and external partners.

Qualifications

• 7 years of experience with Microsoft Dynamics 365 CE / CRM.
• Strong hands-on functional configuration experience.
• Excellent knowledge of Dynamics 365 Sales and Customer Service.
• Strong experience with Power Platform, Power Automate and Dataverse.
• Experience delivering enterprise-scale CRM implementations and enhancements.
• Strong requirements gathering, business process mapping and solution design capabilities.
• Experience working with senior stakeholders and translating business needs into technical solutions.
• Ability to operate independently as the organisation's Dynamics 365 subject matter expert.
• Excellent communication, problem-solving and stakeholder management skills.

Responsibilities

• Take ownership of the Dynamics 365 CE platform, driving configuration, optimisation and continuous improvement.
• Design and configure solutions across Dynamics 365 Sales, Customer Service, Field Service and Customer Insights.
• Build and optimise workflows, forms, business rules, views and business process flows.
• Develop low-code/no-code solutions using Power Platform, Power Automate and Dataverse.
• Work directly with business stakeholders to gather requirements and translate them into scalable CRM solutions.
• Own the functional roadmap, including platform upgrades, enhancements and new capabilities.
• Collaborate with external implementation partners and internal development teams.
• Lead functional testing, UAT, documentation and platform governance.
• Identify opportunities to improve business processes through automation and emerging AI capabilities.

Skills

Dynamics 365 CE / CRM

Power Platform

Power Automate

Dataverse

Stakeholder management

Requirements gathering

CRM governance

Job description

Dynamics 365 CE Functional Configuration Manager

Location: Dallas, Texas (Hybrid – 4 Days Onsite, Monday Remote)
Salary: 135,000 – 145,000 Benefits
Employment Type: Full-Time, Permanent

The Opportunity

We're working with a well-established, market-leading US organisation looking for an experienced Dynamics 365 CE Functional Configuration Manager to take ownership of its enterprise CRM platform. This is an excellent opportunity for a senior Dynamics 365 professional who wants to move beyond project delivery and take real ownership of a business-critical platform. You'll be the go-to Dynamics 365 CE expert, working closely with senior stakeholders across Sales, Customer Service, Commercial Operations and IT to shape the future of the organisation's CRM environment.

Key Responsibilities

• Take ownership of the Dynamics 365 CE platform, driving configuration, optimisation and continuous improvement.
• Design and configure solutions across Dynamics 365 Sales, Customer Service, Field Service and Customer Insights.
• Build and optimise workflows, forms, business rules, views and business process flows.
• Develop low-code/no-code solutions using Power Platform, Power Automate and Dataverse.
• Work directly with business stakeholders to gather requirements and translate them into scalable CRM solutions.
• Own the functional roadmap, including platform upgrades, enhancements and new capabilities.
• Collaborate with external implementation partners and internal development teams.
• Lead functional testing, UAT, documentation and platform governance.
• Identify opportunities to improve business processes through automation and emerging AI capabilities.

What We're Looking For

• 7 years of experience working with Microsoft Dynamics 365 CE / CRM.
• Strong hands-on functional configuration experience.
• Excellent knowledge of Dynamics 365 Sales and Customer Service.
• Strong experience with Power Platform, Power Automate and Dataverse.Experience delivering enterprise-scale CRM implementations and enhancements.
• Strong requirements gathering, business process mapping and solution design capabilities.
• Experience working directly with senior stakeholders and translating business needs into technical solutions.
• Ability to operate independently as the organisation's Dynamics 365 subject matter expert.
• Excellent communication, problem-solving and stakeholder management skills.

Desirable Experience

• Dynamics 365 Customer Insights and Field Service.
• Microsoft Dynamics 365 functional certifications.
• Experience within manufacturing, consumer goods, retail or distribution environments.
• CRM governance, release management, UAT and application support.
• Experience introducing automation and AI-driven improvements.

Interested?

If you're an experienced Dynamics 365 CE Functional Consultant, Solution Architect or CRM Platform Manager looking for an opportunity to take full ownership of an enterprise CRM environment, I'd love to hear from you.

1 207 248 8299

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