Senior Dynamics 365 Functional Consultant (CE / Power Platform)

Location: Remote
Type: Contract
Working Hours: Significant overlap with U.S. business hours required
Compensation: Competitive and based on experience

About the Role

We are seeking a highly experienced Senior Dynamics 365 Functional Consultant to lead the functional design, process architecture, and business systems delivery across complex Microsoft Dynamics 365 Customer Engagement implementations.

This is not an administrator or support role. We are looking for a senior consulting professional who has successfully led enterprise-grade Dynamics implementations, facilitated stakeholder workshops, designed scalable business processes, and produced production-quality functional documentation that engineering teams can execute against with minimal ambiguity.

You will work closely with Solution Architects, technical developers, and business stakeholders to design scalable, maintainable solutions across Dynamics 365 CE, Dataverse, Power Platform, and integrations with Dynamics 365 Business Central.

The ideal candidate combines deep functional expertise with strong systems thinking, business process design capability, and exceptional communication skills.

What You’ll Own

Functional Solution Design

Lead discovery sessions and stakeholder workshops across business, operations, finance, customer service, and project delivery teams
Capture and document current-state (AS-IS) and future-state (TO-BE) workflows
Translate business requirements into scalable Dynamics 365 functional solutions
Prioritize out-of-the-box platform capabilities before recommending customization
Produce detailed Functional Design Documents (FDDs), user stories, process maps, acceptance criteria, and implementation documentation
Identify risks, assumptions, dependencies, and process gaps throughout delivery

Dynamics 365 Customer Engagement

You should have deep production experience in at least two of the following modules and working familiarity across the rest:

Sales

Lead and opportunity lifecycle management
Forecasting
Product catalog and pricing structures
Quotes and sales process automation

Customer Service

Case management
SLA management
Queues and routing
Knowledge management
Entitlements and service workflows

Project Operations

Project setup and governance
Work Breakdown Structures (WBS)
Time and expense management
Billing and revenue workflows
Resource planning and operational processes

You should understand not only how these modules function, but why specific out-of-the-box behaviors exist and how underlying data models impact scalability and maintainability.

Dataverse & Platform Configuration

You will be expected to operate confidently across the Microsoft Power Platform ecosystem, including:

Dataverse table architecture and relationship modeling
1:N, N:N, and polymorphic relationships
Business rules and business process flows
Model-driven app design
Security roles and business unit architecture
Owner teams vs. access teams
Field-level security and hierarchy security
Solution management and ALM best practices
Managed vs. unmanaged solutions
Dependency management and deployment planning
Data migration strategy and execution

Power Platform Responsibilities

Power Automate

Cloud flow architecture
Dataverse triggers
Retry logic and exception handling
Child flows and reusable automation patterns

Power Apps

Model-driven application design
Canvas apps and custom pages when appropriate

Power BI Collaboration

Structure clean, scalable data models for downstream reporting and analytics consumption

Integration & Systems Thinking

This role requires strong integration design capability in partnership with technical architects and developers.

You will:

Collaborate with Business Central and engineering teams on system integration strategy
Define sync direction and master data ownership
Identify reconciliation and conflict resolution approaches
Specify integrations clearly enough for developers to build without ambiguity
Understand and evaluate:
- Dataverse APIs
- Dual-Write
- Virtual tables
- Integration middleware patterns

You should be able to think beyond configuration and understand how enterprise systems interact operationally.

Collaboration Expectations

You will work alongside a Lead Solution Architect in a highly collaborative environment.

Success in this role requires the ability to:

Push back constructively when functional requirements conflict with platform limitations or architectural direction
Escalate decisions appropriately without unnecessary dependency
Operate independently while keeping leadership informed
Create functional designs that reinforce long-term system scalability and maintainability

Required Experience

8+ years of experience in Dynamics 365 / Dynamics CRM consulting roles
5+ end-to-end Dynamics implementations as a lead functional consultant
Proven experience with enterprise-scale Dynamics 365 CE implementations
Experience integrating Dynamics 365 with ERP or external business systems
Strong workshop facilitation and stakeholder management skills
Experience working in regulated, professional services, finance-adjacent, or operationally complex environments
Strong written documentation and communication skills in English

Preferred Backgrounds

Candidates with experience in consulting firms, Microsoft partners, or enterprise transformation projects are strongly preferred.

Ideal backgrounds may include experience with:

Microsoft Gold Partners
Enterprise consulting firms
ERP/CRM transformation programs
Multi-entity or multi-business-unit environments

What Success Looks Like

Stakeholders trust your ability to structure ambiguous requirements into executable plans
Developers receive clear, detailed, production-ready functional specifications
Solutions remain scalable, maintainable, and aligned with architectural standards
Business processes become more efficient, traceable, and operationally sound
Projects move forward with fewer gaps, surprises, and rework

Ideal Candidate Traits

Systems thinker with strong business acumen
Exceptional documentation discipline
Highly organized and process-oriented
Comfortable leading conversations with senior stakeholders
Able to balance platform constraints with business goals
Proactive communicator who thrives in complex implementation environments
Strong sense of ownership and accountability

Dynamics 365 Customer Engagement - 60524822549