D365 CE Techno-Functional Consultant Role Overview The D365 CE Techno‑Functional Consultant will play a key role in delivering end-to-end Microsoft Dynamics 365 Customer Engagement (CE) solutions, combining functional consulting expertise with hands-on technical capability. The role requires working closely with clients, stakeholders, and delivery teams to design, configure, develop, and implement scalable CRM solutions aligned with business processes. Core Responsibilities 1. Consulting & Requirements Gathering • Engage with business stakeholders to gather, analyze, and document requirements • Lead workshops, discovery sessions, and solution discussions • Translate business needs into functional specifications and technical designs 1 2. Solution Design & Architecture • Design end-to-end D365 CE solutions across: • Sales • Customer Service • Field Service • Align solutions with industry best practices and ITC delivery frameworks • Define scalable architecture, including integration patterns and data models 3. Configuration & Customization • Configure and customize D365 CE using: • Dataverse entities, forms, views, and security models • Business rules, workflows, and Power Automate flows • Develop technical components: • Plugins (C#) • JavaScript customizations • PCF components (preferred) 2 4. Integration & Data Management • Design and implement integrations with external systems using: • Azure services (Logic Apps, Functions) • APIs and middleware • Manage: • Data migration • Data mapping & transformation • Data integrity and governance 3 5. End-to-End Delivery Ownership • Participate across full lifecycle: • Design Configuration Development Testing Deployment Support • Ensure quality deliverables, system performance, and client satisfaction 4 • Support Agile / Scrum or hybrid project delivery models 6. Testing, Training & Support • Lead UAT coordination and validation • Provide end-user training and documentation • Troubleshoot and resolve production issues and enhancements 7. Collaboration & Stakeholder Management • Work cross-functionally with: • Developers • Architects • Business teams • Act as a bridge between functional and technical teams 5 • Communicate effectively with both technical and non-technical stakeholders Technical Skill Requirements Dynamics 365 & Power Platform • Strong expertise in: • D365 CE (Sales, Customer Service, Field Service) • Dataverse architecture • Proficiency in: • Power Apps (Model-driven apps) • Power Automate • Power BI (reporting/analytics) Development Skills • Hands-on experience with: • C#, .NET plugins • JavaScript / TypeScript • REST APIs and integrations • Understanding of: • Solution management (ALM) • Azure DevOps Integration & Cloud • Experience with: • Azure Integration Services • APIs and connectors • Knowledge of enterprise integration patterns is critical Functional Expertise • Strong understanding of: • CRM business processes (Lead-to-Cash, Case Management, Service) • Business Process Mapping and BPM lifecycle • Ability to: • Align system capabilities with business outcomes • Drive process optimization through technology 6 Experience Requirements • 5+ years of experience in Dynamics 365 CE implementations • Proven track record of end-to-end project delivery • Experience in client-facing consulting roles • Exposure to multi-module or enterprise-scale deployments Certifications (Preferred) • Microsoft Dynamics 365 certifications such as: • D365 Customer Service Functional Consultant • D365 Sales Functional Consultant • Power Platform Solution Architect Language: English (Business)