Senior Functional Consultant, D365 CE

MCA Connect

. Gather requirements and document business processes .

Posted 11/5/2026full-timeRemote • United StatesSenior💰 $90,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in configuring Dynamics 365 CE and Power Platform capabilities, with a strong focus on gathering requirements, documenting business processes, and supporting user adoption. Proficient in agile delivery methodologies and capable of producing clear documentation while collaborating effectively with clients and internal teams.

Highest-signal resume keywords

Dynamics 365 ConfigurationPower Platform CapabilitiesAgile Delivery MethodologiesUser Adoption SupportRequirements Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Process DocumentationModel-Driven Apps ConfigurationDataverse KnowledgePower AutomateTest ManagementUser StoriesAcceptance CriteriaBasic ReportingConfiguration DecisionsDefect Triage

Soft Skills

Effective CommunicationCollaborationStatus ManagementClient EngagementMentoring Junior Resources

Tools & Technologies

Dynamics 365 SalesDynamics 365 Customer ServiceDynamics 365 Field ServiceDynamics 365 Customer InsightsMicrosoft 365 IntegrationPower BIEmbedded IntelligenceAutomation Capabilities

Certifications & Qualifications

PL-200MB-280MB-230MB-240

Industry Keywords

CRM SolutionsCX SolutionsUser Security ConceptsChange ManagementUser Adoption

About the role

Key responsibilities & impact

Gather requirements and document business processes
Configure Dynamics 365 CE and Power Platform capabilities
Support testing and training and help clients adopt CRM/CX solutions
Own defined workstreams with limited oversight and guide junior resources where appropriate
Participate in discovery and design sessions
Capture business requirements, process issues, future-state needs, user stories, acceptance criteria, and configuration decisions
Configure model-driven apps, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation
Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities
Prepare functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption content
Maintain requirements traceability through discovery, design, configuration, testing, UAT, and adoption materials
Support backlog refinement, sprint demos, CRP/UAT planning, test execution, defect triage, release readiness, go-live support, and hypercare
Partner with technical consultants on integrations, data migration, reporting, security, and custom extensions
Help clients evaluate standard functionality versus customization and escalate risks
Maintain awareness of Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities

Requirements

What you’ll need

4+ years’ experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms
Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts
Ability to produce clear documentation, manage assigned work, communicate status, and collaborate effectively with clients and internal teams
Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals
Recommended certifications: PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications preferred

Benefits

Comp & perks

One of the best bonus structures in the industry
Unlimited Paid Time Off (UPTO)
401k Plan with Company Matching Contribution
Monthly Stipend for Home Office Expenses
Subsidized Medical, Dental and Vision Coverage
Health Savings and Flexible Spending Accounts
Company Paid Life and Disability Insurance
Training, Certification and Continuing Education Support
Opportunities for personal and professional growth