Overview
Skills
Job Details
Title: Dynamics 365 Customer Service Functional
Location: Preferably in Charlotte (NC) location, but if not that, then at least working in US EST
Duration: 1 Year C2H
Role Overview
We are seeking a experienced Functional Consultant with at least 6+ years of expertise in Microsoft Dynamics 365 Customer Engagement (CE) and Power Platform. The consultant will play a critical role in requirement gathering, functional solution design, system configuration, and migration support. The primary focus areas are Customer Service, Case Management, Knowledge Management, Power Apps, Power Automate, and Dataverse.
Key Responsibilities
Lead requirement gathering workshops with business stakeholders and document detailed business processes.
Perform gap-fit analysis and translate requirements into functional specifications and user stories.
Configure Dynamics 365 CE modules including:
Customer Service / Case Management (Cases, Queues, SLAs, Activities, Knowledge Base, Business Process Flows)
Configure security roles, dashboards, and service management rules.
Design and implement solutions leveraging Power Platform components:
Power Apps (model-driven apps)
Power Automate (process automation and workflows)
Dataverse (data model, role-based access, and governance)
Collaborate with technical teams on data migration activities (mapping, cleansing, validation, and reconciliation)
Define and execute test plans, UAT, and end-user training programs.
Develop and maintain functional documentation, process flows, and training materials.
Provide post-go-live support and ensure solutions align with governance, compliance, and best practices.
Required Skills & Experience
6+ years of experience as a Functional Consultant on Microsoft Dynamics 365 CE/CRM.
Strong expertise in Customer Service, Case Management, and Knowledge Management.
Deep understanding of Power Platform:
Power Apps (model-driven)
Power Automate (flows/automation)
Dataverse (entity model, security, and data governance)
Proven experience with CRM data migration projects (requirement gathering, mapping, validation, and testing).
Strong knowledge of requirement gathering, gap-fit analysis, functional documentation, and UAT.
Familiarity with enterprise integrations (Outlook, Teams, SharePoint, ERP systems).
Excellent communication skills with the ability to engage business stakeholders and guide end-users through adoption.