(UP056) Copilot Consultant (M365, Dynamics 365 & Copilot Studio)

Posted Yesterday
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12 Locations
Remote
Mid level
Big Data • Blockchain • Software • Business Intelligence • App development • Big Data Analytics • Automation
Your partner in digital innovation and growth
The Role
As a Copilot Consultant, you will lead the design and implementation of Copilot solutions, ensuring governance and security while engaging with clients to enhance their experience in Dynamics 365 and Microsoft 365.
Summary Generated by Built In

Explore the Nearsure experience! 

🌐 Join our close-knit LATAM remote team: Connect through fun activities like coffee breaks, tech talks, and games with your team-mates and management. 

🍃 Say goodbye to micromanagement! We champion autonomy, open communication, and respect for diversity as our core values. 

⚖️Your well-being matters: Our People Care team is here from day one to support you with everything from time-off requests to wellness check-ins. 

Plus, our Accounts Management team ensures smooth, effective client relationships, so you can focus on what you do best. 

Ready to grow with us? 🚀 

Here’s what we offer you by joining us!  

  • Competitive USD salary 💲 – We value your skills and contributions! 
  • 🌐 100% remote work 🏢 – While you can work from anywhere, you’re always welcome to connect with teammates and grow your network at our coworking spaces across LATAM!  
  • 💼 Paid time off – Take the time you need according to your country’s regulations, all while receiving your full salary. Rest, recharge, and come back stronger!  
  • 🎉 National Holidays celebrated 🌴 – Take time off to celebrate important events and traditions with loved ones, fully embracing your culture. 
  • 😷 Sick leave – Focus on your health without the stress. Take the necessary time to recover and feel better. 
  • 💸 Refundable Annual Credit – Spend it on the perks you love to enhance your work-life balance! 
  • 🤝 Team-building activities – Join us for coffee breaks, tech talks, and after-work gatherings to bond with your Nearsure family and feel part of our vibrant community. 
  • 🥳 Birthday day off 🎂 – Enjoy an extra day off during your birthday week to celebrate in style with friends and family! 

About the project: 

At Nearsure, we know great talent doesn’t wait for job openings. That’s why we’re building a community of passionate professionals for future opportunities. 

These proactive searches align with the profiles our trusted clients seek regularly. Join our "Future Talent" network to be among the first considered when the right opportunity arises. 

With over 160 new hires every year, we are constantly expanding our team with passionate and skilled professionals who want to make an impact. 

As a Copilot Consultant (M365, Dynamics 365 & Copilot Studio), you will lead discovery, solution design, and delivery of Copilot capabilities—including agents and autonomous agents, Copilot Chat, and customer journey creation in Dynamics 365/Customer Insights—while ensuring enterprise-grade governance, security, and adoption. 

How your day-to-day work will look like: 

Lead end-to-end engagements to discover, design, prototype, and deploy Copilot solutions across: 

Copilot Studio (build copilots/agents, actions, connectors, data grounding, guardrails). 

Microsoft 365 Copilot (plugins, Graph-grounded scenarios, Teams/SharePoint/Outlook enablement). 
Dynamics 365 Copilot (Sales, Customer Service, Field Service, Customer Insights – Journeys). 

Copilot Chat experiences embedded in Microsoft apps and custom canvases. 
Explain, design, and implement “agents” and “autonomous agents”: 

Define agent goals, capabilities, data access, and safety constraints. 

Orchestrate multi-step workflows, tool use (APIs/actions), memory/state, and human-in-the-loop. 

Establish guardrails (permissions, rate controls, content filters, escalation paths). 

Build customer journeys with Copilot in Dynamics 365/Customer Insights: 

Use Copilot to generate journey templates, copy, segments, and triggers. 
Integrate with real-time eventing and data sources; instrument scoring and optimization. 
Extend Copilot with connectors, plugins, actions, and APIs; map to Microsoft Graph and relevant line-of-business systems. 
Governance, Security & Responsible AI. 
Partner with security/compliance to implement tenant-level policies, DLP, Purview labeling, Entra ID app consent, data access scoping, and auditing. 

Advocate and implement Responsible AI practices: transparency, safety, fairness, and human oversight. 

Run executive briefings, discovery workshops, and hands-on build-a-thons. 
Create training assets, playbooks, and runbooks for admins, makers, and business users. 
Drive KPIs (adoption, satisfaction, task success, time saved), telemetry dashboards, and continuous improvement. 
Shape solution architectures, demos, POVs/POCs; respond to RFPs/RFIs. 
Articulate value cases and ROI tied to business objectives and compliance needs. 
Produce solution designs, configuration docs, governance standards, and handover materials. 
Set up ALM (environments, pipelines, source control) for Copilot/Power Platform solutions. 

This would make you the ideal candidate: 

Bachelor's Degree in Computer Science, Engineering, or a related field. 
Experience working with Power Platform (e.g., PL-200/PL-400/PL-600). 
Experience working with Dynamics 365 (e.g., Sales, Customer Service, Customer Insights – Journeys). 
Experience working with Microsoft 365 (e.g., Teams Application Developer). 
Experience working with Azure AI/Fundamentals. 
Experience with prompt engineering/evaluation, vector search, and data governance. 
Background in enterprise change management and value realization. 
Advanced English Level is required for this role as you will work with US clients. Effective communication in English is essential to deliver the best solutions to our clients and expand your horizons. 

What to expect from our Talent Connection process: 

  • Sign up: Apply to this position and upload your resume. 
  • Profile review: Our team will review your profile and keep it in our talent database. 
  • Contact: Our team will contact you to have an interview to get to know you better and to share with you a bit more of what we are looking for.  
  • Knowing you better: We'd love to discuss your experience in an interview with our recruiters.   
  • Notification: When a suitable position opens, we’ll contact you to start the selection process, having in mind that this process will be faster because we already had the first screening. 
  • Transparency: This process is direct and without intermediaries. 

🎯 At Nearsure, we’re dedicated to solving complex business challenges through cutting-edge technology and we believe in the power of tailored solutions. Whether you are passionate about transforming businesses with Generative AI, building innovative software products, or implementing comprehensive enterprise platform solutions, we invite you to be part of our dynamic team! 

We would love to hear from you if you are eager to make an impact and join a collaborative team that values creativity and expertise.  

Let’s work together to shape the future of technology!  

🧑💻 Apply now! 

 

By applying to this position, you authorize Nearsure to collect, store, transfer, and process your personal data in accordance with our Privacy Policy. For more information, please review our Privacy Policy.

Top Skills

Azure Ai
Copilot Studio
Dynamics 365
M365
Microsoft Graph
Power Platform
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The Company
HQ: Los Angeles, California
650 Employees

What We Do

We solve complex business problems through technology. Whether you’re transforming your business with Gen AI, building a software product, or implementing an enterprise platform solution, we deliver customized solutions according to your precise needs and leverage our experiences across industries and technical challenges to deliver results. In short, we're your partner in digital innovation and growth.

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