Senior D365 Customer Engagement CE Consultant

Position Overview

The Senior D365 Customer Engagement (CE) Consultant is a client-facing delivery leader responsible for designing and implementing Microsoft Dynamics 365 CE solutions with a strong emphasis on D365 Sales, complemented by at least one additional CE module.

This role partners closely with client stakeholders to translate business goals into scalable, high-quality solutions and serves as a trusted advisor throughout the engagement lifecycle.

The ideal candidate brings deep functional expertise, strong consulting skills, and the ability to lead solution design while collaborating with technical teams.

Experience with Dynamics 365 Project Operations is highly preferred.

Key Responsibilities

Provide expertise in one or all D365 CE modules:

Customer Service, Sales, Field Service, Marketing, Project Operations, Customer Insights Serve as a primary functional lead and trusted advisor for client stakeholders, including business leaders and end users Lead client-facing discovery sessions, workshops, and design reviews to understand sales processes, customer engagement models, and operational needs Clearly communicate solution options, risks, trade-offs, and recommendations to both technical and non-technical audiences Document the business requirements which express what actions a solution must take and what outcome is expected Configure and extend solutions using Dataverse, Power Automate, and Power Apps Partner with architects and developers on integrations, data migration, and scalable solution patterns Define and execute test strategies and support deployment and post-go-live activities Drive user adoption through training, documentation, and change management support Support project planning, estimates, and scope management Mentor junior consultants and contribute to practice standards and reusable assets Contribute towards a working environment that epitomizes "one sa.global" where everyone is seen as an equal, and equality and diversity is championed Interact with a wide variety of colleagues, customers, and stakeholders at all levels with respect, courtesy and professionalism

Required Skills and Experience

5+ years of CRM/CE consulting experience, with 3+ years delivering Microsoft Dynamics 365 CE solutions Hands-on functional implementation experience with Dynamics 365 Sales Experience with at least one additional D365 CE module (Customer Service, Field Service, Project Operations, or Customer Insights) Strong knowledge of Dataverse configuration, security, and governance Working knowledge of Power Platform (Power Automate, Power Apps, Power BI) Experience with enterprise or multi-workstream D365 implementations Experience with best practices, implementation methodology, and Dev Ops Excellent presentation, communication, facilitation, and stakeholder management skills Excellent organizational skills, attention to quality, self-motivation, and a desire to succeed

Preferred

Experience with D365 Project Operations Microsoft Dynamics 365 and Power Platform certifications are a plus

Travel

Some travel required across the United States and/or Canada

Location

Remote-based within the United States or Canada