D365 Ce Power Platform Functional Consultant

Key Responsibilities

Solution Design & Delivery

• Work with clients to understand business processes, pain points, and requirements

• Design and configure Microsoft Dynamics 365 CE apps (Sales, Customer Service, Marketing, Field Service)

• Define and document functional designs, user stories, and solution configurations

• Implement business process automation using Power Platform (Power Automate, Power Apps)

• Support data migration, integration testing, and deployment activities

• Develop user training materials and deliver training workshops

Consulting & Client Engagement

• Facilitate client workshops and requirements gathering sessions

• Provide best practice advice on CRM process design and D365 CE capabilities

• Support User Acceptance Testing (UAT) and defect resolution

• Contribute to project planning, risk management, and delivery governance

Required Skills & Experience

Core Platform Experience

• 3-5 years experience working with Microsoft Dynamics 365 CE

• Strong functional knowledge of modules such as:

  • Sales Hub (Leads, Opportunities, Pipeline Management)

  • Customer Service (Cases, SLAs, Knowledge Base)

  • Marketing (Campaigns, Customer Journeys) — nice to have

• Experience configuring:

  • Forms, Views, Business Rules, Security Roles, Business Process Flows

  • Model-driven Apps and basic Power Platform configuration

Power Platform Awareness

• Power Automate for workflow automation

• Awareness of Power BI for reporting and dashboards

• Dataverse knowledge (data model, relationships)

Consulting Skills

• Strong communication and client-facing skills

• Ability to translate business needs into functional solutions

• Experience working in Agile or hybrid delivery environments

• Strong documentation and problem-solving skills