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PwC

D365 CRM + Copilot/AI Functional Lead, Manager

PwC

. Lead Microsoft D365 CRM and Copilot/AI functional workstreams for client engagements .

Posted 10/8/2026full-timeUnited StatesSenior💰 $99,000 - $232,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading Microsoft Dynamics 365 CRM implementations and Copilot/AI functional workstreams, with a strong focus on client engagement, solution design, and operational efficiency. Proven ability to mentor teams and manage project timelines, budgets, and stakeholder relationships effectively.

Highest-signal resume keywords
Microsoft Dynamics 365 CRM LeadershipCRM Implementation PlanningAI FluencyTeam MentoringClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
CRM Solution DesignConfiguration ManagementDeployment ActivitiesIntegration PlanningIssue ResolutionUser TrainingOperational Efficiency ImprovementProject BudgetingRisk TrackingScope Management
Soft Skills
CoachingFeedback DeliveryStakeholder EngagementAdaptabilityCommunication
Tools & Technologies
Microsoft D365 CRMCopilotConnected Applications
Certifications & Qualifications
Microsoft Dynamics 365 CRM CertificationMicrosoft Dynamics 365 CRM Solution Architect Certification
Industry Keywords
Client EngagementBusiness Needs AnalysisOperational EfficiencyProject ManagementAI-Enabled Capabilities

About the role

Key responsibilities & impact
  • Lead Microsoft D365 CRM and Copilot/AI functional workstreams for client engagements
  • Analyze client requirements and translate business needs into CRM solution design and delivery plans
  • Manage CRM implementations, including configuration decisions, deployment activities, and issue resolution
  • Guide integration planning across Microsoft Dynamics 365, CRM architecture, and connected applications
  • Develop team members through coaching, feedback, and review of project deliverables
  • Oversee project timelines, scope, and budget while tracking risks and dependencies
  • Deliver user training and adoption support for Microsoft CRM applications
  • Identify opportunities to apply AI-enabled capabilities that improve operational efficiency and client outcomes
  • Build relationships with client stakeholders to align solution priorities, resolve concerns, and adapt plans as needs change

Requirements

What you’ll need
  • At least a Bachelor's degree
  • At least 5 years of experience
  • At least one of the following: Microsoft Dynamics 365 CRM certifications, Microsoft Dynamics 365 CRM Solution Architect-level certifications, relevant Microsoft Dynamics 365 CRM application certifications
  • Preference for a Master’s or Masters of Business Administration degree in Computer Science/Information Systems, Engineering
  • Demonstrating Microsoft Dynamics 365 CRM and Copilot/AI functional leadership
  • Leading CRM implementation planning, budgeting, execution, and delivery
  • Translating system interactions into client-focused solution recommendations
  • Mentoring teams through feedback, review, and coaching
  • Applying AI fluency to improve operational efficiency and user training
  • Ability to travel up to 60%
  • Must not require, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within PwC policy

Benefits

Comp & perks
  • Annual discretionary bonus
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401k
  • Holiday pay
  • Vacation
  • Personal and family sick leave