sa.global

Senior D365 Customer Engagement Consultant

sa.global

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • Provide expertise in one or all D365 CE modules: Customer Service, Sales, Field Service, Marketing, Project Operations, Customer Insights
  • Serve as a primary functional lead and trusted advisor for client stakeholders, including business leaders and end users
  • Lead client-facing discovery sessions, workshops, and design reviews to understand sales processes, customer engagement models, and operational needs
  • Clearly communicate solution options, risks, trade-offs, and recommendations to both technical and non-technical audiences
  • Document the business requirements which express what actions a solution must take and what outcome is expected
  • Configure and extend solutions using Dataverse, Power Automate, and Power Apps
  • Partner with architects and developers on integrations, data migration, and scalable solution patterns
  • Define and execute test strategies and support deployment and post-go-live activities
  • Drive user adoption through training, documentation, and change management support
  • Support project planning, estimates, and scope management
  • Mentor junior consultants and contribute to practice standards and reusable assets
  • Contribute towards a working environment that epitomizes “one sa.global” where everyone is seen as an equal, and equality and diversity is championed
  • Interact with a wide variety of colleagues, customers, and stakeholders at all levels with respect, courtesy and professionalism

Requirements

  • 5+ years of CRM/CE consulting experience
  • 3+ years delivering Microsoft Dynamics 365 CE solutions
  • Hands-on functional implementation experience with Dynamics 365 Sales
  • Experience with at least one additional D365 CE module (Customer Service, Field Service, Project Operations, or Customer Insights)
  • Strong knowledge of Dataverse configuration, security, and governance
  • Working knowledge of Power Platform (Power Automate, Power Apps, Power BI)
  • Experience with enterprise or multi-workstream D365 implementations
  • Experience with best practices, implementation methodology, and Dev Ops
  • Excellent presentation, communication, facilitation, and stakeholder management skills
  • Excellent organizational skills, attention to quality, self-motivation, and a desire to succeed.
Benefits
  • Open, flexible, vibrant, collaborative, and diverse work culture
  • Inclusive work environment
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
CRM consultingMicrosoft Dynamics 365 CEDataverse configurationPower AutomatePower AppsPower BIdata migrationtest strategiesimplementation methodologyDev Ops
Soft Skills
communicationfacilitationstakeholder managementorganizational skillsattention to qualityself-motivationdesire to succeedmentoringuser adoptionchange management