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D365 CE Functional Consultant

$55 - $70 per hour

Levi, Ray & Shoup, Inc. (LRS)

Job Title: D365 CE Functional Consultant Location: 100% Remote Overview The Senior Microsoft Dynamics 365 Customer Engagement (CE) Functional Consultant will support the continued rollout, stabilization, and optimization of our enterprise CRM platform across multiple business units. This role requires approximately 10% travel for onsite workshops, stakeholder meetings, and key project milestones as needed. Key Responsibilities Functional Design & Delivery Lead requirements discovery workshops with business stakeholders to gather, analyze, and document: Business processes Functional requirements User stories and acceptance criteria Translate business needs into fit‑for‑purpose Dynamics 365 CE configurations, prioritizing out‑of‑the‑box capabilities Develop and maintain solution design documentation, process maps, and functional specifications aligned with Microsoft FastTrack Success by Design principles Configure and optimize: Business rules, workflows, and Power Automate flows Support data modeling, migration mapping, and integration specifications with marketing platforms, ERP systems, Power BI, and other enterprise solutions Collaborate closely with developers, architects, and testers throughout SIT, UAT, and release validation Serve as a functional SME for Dynamics 365 Customer Service and Omnichannel, including: Case management, queues, routing rules, and SLAs Email‑to‑Case and Activity Monitor Operating hours, after‑hours behavior, and exception handling Support post‑go‑live stabilization and continuous improvement of service processes Partner with support leadership to improve agent experience, monitoring, and reporting Configure and enhance lead intake, qualification, deduplication, and conversion processes Support Sales workflows including: Opportunity management Activity tracking and reminders Pipeline visibility and reporting Align Sales and Customer Service processes to support a connected end‑to‑end customer lifecycle Business Engagement & Platform Governance Serve as a trusted advisor to business unit stakeholders across Sales, Service, Marketing, and Operations Participate in phased rollouts, MVP releases, and post‑go‑live optimization initiatives Provide user training, adoption materials, and best‑practice guidance to regional champions Drive adherence to CRM governance standards, including: Naming conventions ALM and environment strategy Data governance and security policies Agile Delivery & DevOps Contribute to Azure DevOps backlogs by: Writing high‑quality user stories and acceptance criteria Supporting backlog grooming, sprint planning, and reviews Act as a bridge between Corporate IT, business stakeholders, and implementation partners Support controlled releases and regression testing across environments Work with Product Owners and Architects to shape roadmap features and enhancement requests Support Power Platform maturity, including Copilot and AI Builder enablement where applicable Ensure solutions align with Information Security, Compliance, and Change Management standards Required Qualifications Bachelor’s degree in Business Administration, Information Systems, or related field 6+ years of hands‑on experience as a Dynamics 365 CE Functional Consultant Strong functional experience with: Dynamics 365 Customer Service Omnichannel for Customer Service Dynamics 365 Sales (Lead and Opportunity Management) Solid understanding of the Microsoft Power Platform (Power Apps, Power Automate, Power BI) Proven ability to elicit requirements, perform fit‑gap analysis, and produce high‑quality functional documentation Experience working in Agile/Scrum or Hybrid delivery models Excellent communication skills and experience working across enterprise, multi‑BU teams Preferred Qualifications Dynamics 365 Functional Consultant (Sales or Customer Service) Power Platform Solution Architect Expert Customer Insights – Data or Journeys Experience supporting multi‑business‑unit and multi‑region CRM platforms Familiarity integrating Dynamics 365 with ERP or external platforms (e.g., JD Edwards, SAP, Salesforce) Experience with post‑go‑live stabilization and continuous improvement programs Knowledge of manufacturing, distribution, or aftermarket service business models Omnichannel & Case Management Expertise Data Quality & Governance The base range for this contract position is $55-$70 per hour, depending on experience; pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hires of this position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training. LRS is an equal opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race, color, religion, creed, national origin, sex, age, disability, marital status, gender identity, domestic partner status, sexual orientation, genetic information, citizenship, status or protected veteran status. In some cases, LRS Consulting uses generative artificial intelligence (“AI”) in support of our hiring processes. LRS takes steps to ensure the use of AI does not result in discrimination based on protected class(es). AI may be used in the hiring process solely in support of the assessment of candidate qualifications. All decisions in the hiring process are made by LRS employees. If AI will be used in the hiring process for the position for which you are applying, you will be notified and will have the opportunity to opt out. #J-18808-Ljbffr Levi, Ray & Shoup, Inc. (LRS)

Vacancy posted 5 days ago
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