Senior Solution Architect

Senior Solution Architect – Microsoft Dynamics 365 CE Sales

The Senior Solution Architect – Microsoft Dynamics 365 CE Sales will lead complex, enterprise-level assessments and define the architecture and transformation roadmap for Microsoft Dynamics 365 Sales and related customer engagement capabilities. The role requires a highly experienced architect with a proven background assessing, designing, and delivering large-scale Dynamics 365 CE deployments across complex business and technology environments.

This is a senior, client-facing position requiring deep expertise in enterprise sales processes, Dynamics 365 CE architecture, Microsoft Power Platform, Copilot Studio, integrations, data migration, security, governance, and application lifecycle management. The architect must be able to evaluate existing platforms, identify architectural and operational gaps, assess technical risks, and recommend scalable solutions aligned with Microsoft best practices.

The Solution Architect will lead executive interviews, discovery workshops, current-state assessments, fit-gap analyses, and architecture reviews. They will translate business objectives and technical findings into future-state designs, prioritized recommendations, implementation roadmaps, cost and effort considerations, and actionable modernization plans.

The role will maintain architectural accountability throughout the engagement and work closely with customer executives, business and IT stakeholders, Project Managers, Business Analysts, Functional Consultants, Technical Architects, Developers, Data Engineers, and Microsoft teams. The successful candidate must be confident presenting findings and recommendations to senior leadership while ensuring proposed solutions are secure, scalable, maintainable, and aligned with measurable business outcomes.

This position must be based onshore in the United States.

Solution Architecture & Design

• Lead the end-to-end architecture and design of Microsoft Dynamics 365 CE solutions, with primary emphasis on Dynamics 365 Sales.
• Architect solutions involving:
  • Lead, account, contact, and opportunity management
  • Sales qualification and business process flows
  • Product catalogs, pricing, quotes, and orders
  • Pipeline management, forecasting, goals, and territories
  • Sales productivity and relationship intelligence
  • Copilot for Sales and AI-enabled sales processes
  • Outlook, Teams, and Microsoft 365 integrations
  • Power Apps, Power Automate, Power BI, and Copilot Studio
• Translate business requirements into scalable functional and technical solution designs.
• Define the overall application, integration, data, security, reporting, and deployment architecture.
• Determine when to use native platform functionality, configuration, low-code extensions, or custom development.
• Ensure solutions follow Microsoft-recommended architecture, security, performance, and application lifecycle management practices.
• Produce solution architecture diagrams, design documents, decision logs, integration specifications, and implementation roadmaps.

Business Process & Requirements Leadership

• Facilitate discovery sessions and solution-design workshops with sales, operations, IT, and executive stakeholders.
• Analyze current-state sales processes, pain points, system limitations, and future-state requirements.
• Partner with Business Analysts and Functional Leads to develop:
  • Business requirements
  • Process maps
  • User stories and acceptance criteria
  • Functional design documents
  • Fit-gap assessments
  • Solution backlogs
• Challenge requirements when necessary and recommend simpler, scalable, and supportable approaches.
• Maintain traceability between business outcomes, requirements, solution components, and delivery scope.
• Support backlog prioritization, sprint planning, demonstrations, and stakeholder acceptance.

Microsoft Dynamics 365 CE Expertise

• Provide architectural leadership across Dynamics 365 Sales capabilities.
• Design Dataverse data models, relationships, business rules, forms, views, dashboards, and business process flows.
• Define organizational structures, business units, teams, security roles, field-level security, and access models.
• Guide the design of model-driven applications and user experiences.
• Oversee platform customization involving JavaScript, plugins, custom APIs, PCF controls, and Azure services.
• Advise on licensing, capacity, storage, environment, and platform-governance considerations.
• Evaluate new Dynamics 365, Power Platform, and Copilot capabilities for customer use cases.

Power Platform, Copilot & AI Solutions

• Architect solutions using Power Apps, Power Automate, Power BI, and Microsoft Copilot Studio.
• Identify opportunities to automate sales and customer-engagement processes.
• Design AI-enabled use cases involving Copilot, intelligent recommendations, summaries, qualification assistance, and autonomous agents.
• Establish governance for connectors, environments, data-loss prevention policies, reusable components, and citizen-development scenarios.
• Ensure Copilot and AI solutions follow responsible AI, data security, access-control, and compliance requirements.

Integration & Data Architecture

• Design integrations between Dynamics 365 CE and enterprise platforms, including:
  • Dynamics 365 Finance and Supply Chain Management
  • Dynamics 365 Business Central
  • ERP and order-management systems
  • Marketing and customer data platforms
  • Data warehouses and Microsoft Fabric
  • Third-party sales, quoting, finance, and service applications
• Define integration patterns using APIs, Azure services, middleware, virtual tables, custom connectors, and event-driven architectures.
• Lead data-migration planning, including data assessment, cleansing, mapping, transformation, reconciliation, and validation.
• Establish master-data ownership, synchronization, error-handling, monitoring, and recovery strategies.
• Ensure integrations and migrations meet performance, scalability, security, and supportability requirements.

Technical Leadership & Delivery Coordination

• Provide architectural direction to Functional Consultants, Developers, Integration Specialists, Data Engineers, and Quality Assurance teams.
• Review functional designs, technical designs, configurations, customizations, and code for architectural compliance.
• Resolve complex functional and technical issues throughout the delivery lifecycle.
• Coordinate architecture decisions across CRM, ERP, Power Platform, Copilot, Microsoft Fabric, and Azure services.
• Support project estimation, resource planning, dependency management, and delivery sequencing.
• Mentor team members and promote consistent Microsoft implementation standards.
• Collaborate with Microsoft FastTrack engineers, Microsoft account teams, and partner resources when applicable.

Governance, Security & Quality Management

• Establish and maintain architecture governance, design-review processes, and solution-quality standards.
• Maintain architecture decision records, technical risks, assumptions, issues, and dependencies.
• Identify architectural risks early and develop practical mitigation strategies.
• Ensure adherence to CompQsoft Digital delivery methodology and Microsoft best practices.
• Define nonfunctional requirements covering:
  • Performance and scalability
  • Availability and reliability
  • Security and compliance
  • Data retention and auditing
  • Monitoring and supportability
  • Business continuity and disaster recovery
• Participate in solution health checks and go-live readiness assessments.

Application Lifecycle Management

• Define environment strategies for development, testing, user acceptance, training, staging, and production.
• Establish ALM practices using managed solutions, source control, Azure DevOps, pipelines, and automated deployments.
• Guide branching, release, configuration-management, and rollback strategies.
• Ensure separation of duties and appropriate deployment controls across environments.
• Support release planning and coordinate technical dependencies across delivery teams.

Go-Live & Post-Go-Live Support

• Lead technical readiness reviews and support go-live decision-making.
• Guide