This position is no longer available
United States and Canada Remote (Country)

sa.global was looking for a Senior D365 Customer Engagement (CE) Consultant

sa.global is looking for a Senior D365 Customer Engagement (CE) Consultant to join its delivery team. This client-facing role partners with business stakeholders to translate operational needs into scalable, high-quality Microsoft Dynamics 365 CE solutions, serving as a trusted advisor throughout the engagement lifecycle.

What You'll Do

  • 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 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

What We're Looking For

  • 5+ years of CRM/CE consulting experience, with 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

Nice to Have

  • Experience with D365 Project Operations
  • Microsoft Dynamics 365 and Power Platform certifications are a plus

Technical Stack

  • Microsoft Dynamics 365 CE, Dynamics 365 Sales
  • Dataverse
  • Power Automate, Power Apps, Power BI
  • Dev Ops

Team & Environment

You'll be part of an open, flexible, vibrant, collaborative, diverse, agile, capable, and committed company culture.

Work Mode

This role operates in a local-country work mode and is open to candidates in the United States and Canada.

sa.global is an equal opportunity employer.

Required Skills
Microsoft Dynamics 365 CEDynamics 365 SalesDataversePower AutomatePower AppsPower BIDevOpsCRMBusiness AnalysisSolution ArchitectureProject ManagementMicrosoft Power PlatformRequirements Gathering Microsoft Dynamics 365 CEDynamics 365 SalesDataversePower AutomatePower AppsPower BIDevOpsCRMBusiness AnalysisSolution ArchitectureProject ManagementMicrosoft Power PlatformRequirements Gathering
About company
sa.global
sa.global addresses industry challenges through vertical-focused solutions built on Microsoft business applications and the Microsoft Business Cloud. They serve industries including advertising and marketing, accounting, architecture and engineering, consulting, homebuilding, legal, and IT services. They leverage modern technologies like AI and Copilot to empower organizations to make intelligent decisions and act faster.
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Job Details
Category other
Posted 2 months ago