Microsoft Dynamics 365 CRM Functional Solutions Architect

Cambay Solutions; United States; On-site; USD 140,000 - 210,000; Full time

Job summary

Cambay Solutions is seeking an experienced Dynamics 365 CRM Functional Solutions Architect to lead the functional design and architecture of Microsoft Dynamics 365 Customer Engagement solutions. The ideal candidate will have deep expertise across Dynamics 365 Sales, Customer Service, Customer Insights/Journeys, Dataverse, Power Platform, and CRM business processes.

The Architect will collaborate with stakeholders, project managers, developers, and Microsoft teams to translate requirements into

Qualifications

• Bachelor's degree or higher in a relevant field.
• 10+ years of experience in Microsoft Dynamics 365 CRM/CE implementations.
• Strong hands-on functional experience with Dynamics 365 Customer Engagement.
• Extensive experience with Dataverse and Microsoft Power Platform.

Responsibilities

• Lead the functional architecture and solution design for Dynamics 365 Customer Engagement/CRM implementations.
• Analyze business requirements and translate them into scalable Dynamics 365 and Power Platform solutions.
• Define functional solution architecture, application components, business processes, integrations, and data requirements.
• Conduct fit-gap analysis and recommend standard Dynamics 365 capabilities versus customization or extensions.
• Design solutions that align with Microsoft best practices and long-term customer objectives.
• Ensure solutions are scalable, maintainable, secure, and aligned with enterprise architecture standards.
• Identify opportunities to leverage out-of-the-box Dynamics 365 and Power Platform capabilities before recommending custom development.

Skills

Dynamics 365 CRM

Power Platform

Dataverse

CRM Process Design

Stakeholder Management

Education

Bachelor's degree in Computer Science/IT/Business

Tools

Power Automate

Power Apps

Dynamics 365 Sales

Dynamics 365 Customer Service

Azure integrations

Job description

Cambay Solutions is a Microsoft Solutions Partner specializing in Azure, Dynamics 365, Microsoft 365, Power Platform, and Cloud Modernization. Recognized as one of the 50 Most Promising Microsoft Solutions Providers by CIO Review and certified as a Great Place to Work®, we help organizations transform their business through People, Process, and Technology.

Position Overview

We are looking for an experienced Dynamics 365 CRM Functional Solutions Architect to lead the functional design and architecture of Microsoft Dynamics 365 Customer Engagement solutions. The ideal candidate will have strong expertise across Dynamics 365 Sales, Customer Service, Customer Insights/Journeys, Dataverse, Power Platform, and CRM business processes.

The Solutions Architect will work closely with business stakeholders, clients, project managers, developers, technical architects, and Microsoft teams to understand business objectives, translate requirements into scalable CRM solutions, and provide functional leadership throughout the implementation lifecycle.

Key Responsibilities

• Lead the functional architecture and solution design for Dynamics 365 Customer Engagement/CRM implementations.
• Analyze business requirements and translate them into scalable Dynamics 365 and Power Platform solutions.
• Define functional solution architecture, application components, business processes, integrations, and data requirements.
• Conduct fit-gap analysis and recommend standard Dynamics 365 capabilities versus customization or extensions.
• Design solutions that align with Microsoft best practices and long-term customer objectives.
• Ensure solutions are scalable, maintainable, secure, and aligned with enterprise architecture standards.
• Identify opportunities to leverage out-of-the-box Dynamics 365 and Power Platform capabilities before recommending custom development.

Dynamics 365 CRM Functional Expertise

• Provide strong functional expertise across:
  • Dynamics 365 Customer Service
  • Dynamics 365 Customer Insights / Journeys
  • Dataverse
  • Power Automate
  • Power Pages
  • Dynamics 365 Copilot and AI capabilities
• Design and optimize CRM processes including:
  • Account and Contact Management
  • Customer Service and Case Management
  • Marketing/Journeys
  • Customer 360
  • Service Management
  • Workflow and Process Automation

Business Analysis & Requirements

• Conduct discovery sessions, workshops, interviews, and requirements-gathering sessions with business stakeholders.
• Understand current-state business processes and identify opportunities for transformation and automation.
• Document functional requirements, user stories, process flows, use cases, and acceptance criteria.
• Develop fit-gap assessments, business process maps, functional design documents, and solution blueprints.
• Challenge existing processes and recommend improved future-state processes.
• Translate complex business requirements into practical Dynamics 365 solutions.

Power Platform & Dataverse

• Architect functional solutions using Microsoft Dataverse and Power Platform.
• Define data models, entities/tables, relationships, business rules, security requirements, and application structures.
• Identify opportunities for Power Apps and Power Automate to extend Dynamics 365 functionality.
• Collaborate with technical teams on integrations, APIs, custom development, plugins, and extensions.
• Ensure appropriate use of Power Platform environments, solutions, ALM, and governance.

Integration & Data

• Define functional requirements for integrations between Dynamics 365 and external applications.
• Work with technical architects to define integration patterns and data flows.
• Support data migration strategy, mapping, cleansing, transformation, and validation.
• Understand integration with Microsoft 365, Azure, ERP, marketing platforms, customer portals, and third-party applications.
• Ensure data consistency and a unified customer experience across systems.
• Provide functional leadership throughout the complete implementation lifecycle.
• Guide functional consultants and business analysts.
• Review functional designs and ensure alignment with the overall architecture.
• Work closely with developers and technical architects to ensure functional requirements are implemented correctly.
• Support system integration testing, user acceptance testing, defect resolution, deployment, and go-live.
• Support change management, user adoption, training, and post-go-live optimization.

Required Qualifications

• Bachelor’s degree in computer science, Information Technology, Business, or a related field.
• 10+ years of experience in Microsoft Dynamics 365 CRM/Dynamics CE implementations.
• Strong hands‑on functional experience with Dynamics 365 Customer Engagement.
• Strong understanding of CRM business processes and enterprise application architecture.
• Extensive experience with Dataverse and Microsoft Power Platform.
• Experience leading end‑to‑end Dynamics 365 CRM implementations.
• Strong experience in requirements gathering, fit‑gap analysis, functional design, and business process mapping.
• Experience working with distributed/global implementation teams.
• Excellent stakeholder management and communication skills.

Preferred Experience

• Experience with Dynamics 365 Sales and Customer Service.
• Experience with Customer Insights/Journeys.
• Experience with Dynamics 365 Copilot and AI-enabled CRM capabilities.
• Experience with Power Apps, Power Automate, Power Pages, and Dataverse.
• Understanding of Azure integration services and APIs.
• Experience with CRM data migration and integration projects.
• Experience with Agile/Scrum delivery methodologies.
• Experience with Azure DevOps and Dynamics 365/Power Platform ALM.