Job Summary:
We are looking for a seasoned Senior Dynamics 365 Functional Consultant to lead the design, configuration, and implementation of business solutions using Microsoft Dynamics 365 Customer Engagement (CE) and Power Platform. The successful candidate will play a key role in translating complex business requirements into effective system configurations and ensuring solutions align with client objectives and industry best practices.
This role involves working closely with business stakeholders, project managers, solution architects, and technical teams to deliver high-quality CRM solutions across modules such as Sales, Customer Service, Field Service, and Customer Insights. The ideal candidate will have strong experience in process mapping, user story creation, configuration, testing, user training, and post-implementation support.
In addition to delivering solutions, the Senior Functional Consultant will contribute to project planning, mentor junior team members, and support Agile delivery practices using tools like Azure DevOps.
Key Responsibilities:
- Facilitate workshops and interviews with stakeholders to capture business needs, map current processes, and define future-state solutions.
- Translate business requirements into system configurations using standard functionality across modules such as Sales, Customer Service, Field Service, and Customer Insights.
- Implement forms, views, dashboards, workflows, business rules, and Power Automate flows using no-code/low-code techniques.
- Create and maintain user stories, tasks, bugs, and test cases to support agile delivery, sprint planning, and backlog grooming.
- Collaborate with QA teams and clients to define test scenarios, support UAT, and ensure solutions meet functional and performance expectations.
- Develop end-user training materials, conduct training sessions, and create system documentation to support adoption and long-term use.
- Work closely with developers, solution architects, project managers, and client stakeholders to ensure solutions are aligned and well-integrated.
- Support the professional growth of team members by offering guidance, feedback, and promoting consistent delivery standards.
Qualifications:
- Bachelors degree in computer science, Information Technology, or a related field.
- 7+ Years of Experience with Dynamics 365 CRM (Cloud).
- Demonstrated success in delivering end-to-end implementations across various industries using Dynamics 365 in the cloud.
- Hands-on experience with Dynamics 365 Sales, Customer Service, Customer Insights, Field Service, and the new Dynamics 365 Contact Center.
- Skilled in conducting discovery workshops, gathering requirements, and mapping business processes to out-of-the-box and custom CRM solutions.
- Proficient in configuring forms, views, business rules, workflows, Power Automate flows, dashboards, and security roles to meet client needs.
- Practical experience leveraging Power Apps and Power Automate for extending application functionality and automating business processes.
- Familiar with data structures, cleansing, and migration processes using Excel templates and tools such as KingswaySoft and Dataflows.
- Capable of creating high-quality functional documentation, training materials, and facilitating user training, UAT, and onboarding sessions.
- Comfortable working in both Agile and traditional project environments, participating in sprint planning, backlog refinement, and solution demos.
- Experienced in identifying, documenting, and managing user stories, tasks, bugs, and test cases in Azure DevOps to support structured delivery.
- Acts as a bridge between business stakeholders and technical teams, ensuring alignment between business goals and delivered solutions.
- Involved in defining test scenarios, executing test cases, and supporting SIT/UAT cycles to ensure solution quality and user satisfaction.
- Working knowledge of Microsoft 365 tools such as Excel, Outlook, Teams, and SharePoint, enabling integrated digital workplace solutions.
- Provides guidance to junior consultants and client-side resources, promoting best practices and consistent solution delivery.
While not mandatory, the following Microsoft certifications are highly advantageous for professionals in a Senior Dynamics 365 Functional Consultant role.
- MB-230: Dynamics 365 Customer Service
- MB-240: Dynamics 365 Field Service
- MB-280: Microsoft Dynamics 365 Customer Experience Analyst
- PL-200: Power Platform Functional Consultant
Qualified candidates will be asked to complete a Predictive Index survey as part of the application process.
About Us
Endeavour Solutions is a top Microsoft Partner for ERP, CRM, and AI Cloud Business Applications providing SMB, mid-market, and corporate clients with advisory services, implementation & training, and ongoing support for their Microsoft Business Applications. Key focus areas include Microsoft Dynamics 365, Power Platform, Business Central, and Dynamics GP, supporting clients across the United States and Canada.
With offices coast-to-coast across Canada and the United States, Endeavour Solutions works with over 1,100 active clients spanning each of the major time zones across North America. Founded in 1989, Endeavour operates several key brands, including Endeavour Solutions, GP Support North, and Purely CRM.
Benefits
The candidate should have a reliable vehicle as some travel will be required. They must be legally entitled to work in Canada and be available for occasional travel to other parts of Canada or the USA. We offer a competitive starting salary and performance bonuses along with health and dental plans.
remote work