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Procentrix · 1 day ago

DYNAMICS 365 CE CONSULTANT

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $160K/yr

6+ years exp

Procentrix is seeking a Dynamics 365 CE Consultant who will lead requirements discovery and support various activities related to the configuration and deployment of Dynamics CE modules. The role involves facilitating workshops, documenting requirements, and performing hands-on configuration across modules such as Customer Service and Field Service.

CRMInformation TechnologySoftware

Growth Opportunities

No H1B

U.S. Citizen Only

Responsibilities

Facilitate workshops with tribal government stakeholders to gather requirements for case management, scheduling, citizen outreach, and field operations

Document user stories, acceptance criteria, business processes, and functional requirements

Recommend solution approaches aligned with Dynamics CE v9.1 (on-premises) capabilities

Translate business needs into configuration tasks and guide technical teams on necessary customizations

Perform hands-on configuration across modules, including Customer Service, Field Service, and Marketing

Build test scripts, support UAT, guide business testers, validate configurations, and ensure alignment with acceptance criteria

Create functional documentation, configuration guides, and release notes

Qualification

Dynamics 365 CEConfiguration experienceRequirements gatheringEntity model understandingBusiness process designCustomer ServiceField ServiceMarketingGovernmentsMicrosoft CertificationsCommunication skills

Required

6+ years experience supporting IT systems development projects as a Dynamics 365 CE Consultant or Business Analyst

Hands‑on configuration experience with Dynamics 365 Customer Engagement (CE), including Customer Service and at least one of Field Service or Marketing

Strong understanding of entity model, business rules, workflows, SLAs, queues, forms, and views

Experience leading requirements workshops and producing clear functional deliverables

Experience implementing Dynamics 365 CE On‑Premises (v9.1 or prior CRM versions before online-only features)

Ability to communicate clearly with both technical teams and business stakeholders

Experience with enterprise case management or service delivery solutions