Dynamics 365 Customer Engagement (CE) Consultant

Quick Facts

• Role: Dynamics 365 Customer Engagement (CE) Consultant

Description

Analyze business processes and translate customer needs into Dynamics 365 Customer Engagement solutions. Gather and document functional requirements, configure and customize Dynamics 365 CE modules, and support CRM implementation and migration projects from requirements through testing and go-live. Provide functional support, resolve Dynamics 365 CE issues, and prepare functional documentation and training materials.

Responsibilities

• Analyze business processes and translate customer needs into Dynamics 365 Customer Engagement solutions
• Gather and document functional requirements and design solutions aligned with business objectives
• Configure and customize Dynamics 365 CE modules and functionalities
• Participate in CRM implementation and migration projects (analysis, testing, go-live)
• Conduct workshops with clients and advise on Dynamics 365 capabilities
• Coordinate with developers and technical teams on customizations, integrations, and extensions
• Support testing, user acceptance, and deployment activities
• Provide functional support and help resolve Dynamics 365 CE issues
• Prepare functional documentation, user guides, and training materials
• Support pre-sales activities, solution proposals, and demonstrations when required

Requirements

• Hands-on experience with Microsoft Dynamics 365 Customer Engagement / Dynamics CRM
• Good understanding of CRM processes (sales, customer service, marketing, or customer data management)
• Experience with Dynamics 365 CE implementations, configurations, or migrations
• Strong business analysis skills and ability to translate business requirements into functional solutions
• Experience working directly with clients and running requirements workshops
• Good understanding of Dataverse, Power Platform, and Dynamics 365 integrations
• Familiarity with customizations, workflows, business rules, and system configuration
• Experience cooperating with developers and technical architects
• Strong analytical, communication, and problem-solving skills
• Good command of English (written and spoken)