Title: D365 CE Senior Functional Consultant
Location: Remote
Description
The D365 CE Senior Functional Consultant gathers requirements, documents business processes, configures Dynamics 365 CE and Power Platform capabilities, supports testing and training, and helps clients adopt practical CRM/CX solutions. Senior-level consultants are expected to own defined workstreams with limited oversight and guide junior resources where appropriate.
Core Responsibilities
- Participate in discovery and design sessions to capture business requirements, current-state process issues, future-state process needs, user stories, acceptance criteria, and configuration decisions.
- Configure D365 CE and Power Platform features including model-driven apps, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation.
- Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities depending on project scope and specialization.
- Prepare functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption content.
- Maintain requirements traceability from discovery notes to user stories, functional design decisions, configuration workbooks, test scripts, UAT outcomes, and training/adoption materials.
- Support backlog refinement, sprint demos, CRP/UAT planning, test execution, defect triage, release readiness, go-live support, and hypercare activities.
- Partner with technical consultants on integrations, data migration, reporting, security, and custom extension requirements.
- Help clients evaluate standard functionality versus customization and escalate scope, adoption, data, and process risks early.
- Maintain awareness of Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities that can improve user productivity and customer experience.
Required Skills and Experience
- 4+ years’ experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms.
- Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts.
- Ability to produce clear documentation, manage assigned work, communicate status, and collaborate effectively with clients and internal teams.
- Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals.
- Recommended certifications: PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications preferred.
About the CE Practice at MCA
The CE Practice at MCA sits at the forefront of the firm’s innovation and growth strategy. We help organizations reimagine how they connect with customers by combining business transformation, modern cloud platforms, and AI-driven capabilities. Leveraging the Microsoft ecosystem — including Dynamics 365, Power Platform, and emerging AI technologies — our team designs customer engagement solutions that drive better experiences and stronger commercial outcomes. We are a collaborative, fast-growing team passionate about innovation, human-centered design, and building the next generation of customer engagement.
Skills Required
- 4+ years experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms
- Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts
- Ability to produce clear documentation, manage assigned work, communicate status, and collaborate with clients and internal teams
- Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals
- Experience owning workstreams and guiding junior resources in delivery activities
- Recommended certifications PL-200, MB-280, MB-230, MB-240 or relevant CE module certifications
What We Do
Through passion and deep industry expertise, MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. We understand manufacturing’s unique culture and challenges because we’ve spent more than 20 years in the industry. Through strategic solutions, innovation, and industry intelligence, we help manufacturers across all sub-industries solve critical issues, modernize operations, and gain a competitive edge. MCA Connect helps clients digitally transform through: Manufacturing Strategy: Expert and curated guidance that delivers actionable insights, a path for continuous improvement, and P&L results. Connected Applications: Global Dynamics 365 enterprise implementations and integrations that enable clients to execute against their strategic roadmap. Modern Platform Management: Proactive support, intelligent insights, and optimization of modern manufacturing platform. Manufacturing Intelligence: A connected enterprise powered by Industry 4.0 capabilities that delivers the wisdom of prediction and prescription. As a ten-time Microsoft Partner of the Year, we excel in empowering manufacturers to transform with the Microsoft Cloud. Microsoft’s full suite of secure cloud solutions unifies modern business applications and industry intelligence, enabling organizations to do more.
