McLane Global · 1 day ago
Dynamics 365 CE / Power Platform Functional Consultant
Houston, TX, US
Full-time
Onsite
Mid, Senior Level
3+ years expMcLane Global is seeking a Dynamics 365 CE / Power Platform Functional Consultant to lead, enhance, and support their D365 CRM environment. The role involves customizing and managing Sales Hub and Customer Service, building model-driven apps, and driving adoption and process optimization across CRM.
Food and BeverageFood DeliveryLogisticsManufacturingSales
No H1B
Responsibilities
Customize and manage Sales Hub (Leads, Opportunities, pipeline stages, forecasting, activities)
Configure Customer Service (Cases, Queues, SLAs, Entitlements, Knowledge, Routing)
Build/modify forms, views, business rules, BPFs , and data validation logic
Develop dashboards and model‑driven insights to support Sales and CS leadership
Improve CE usability and adoption through structured process design and training
Manage security roles , teams, field‑level security, and access troubleshooting
Build and enhance model‑driven apps , Power Automate flows , and automation across CRM and D365 F&O
Create and optimize workflows, approvals, notifications, and integrations
Leverage Dataverse, solution layering, and ALM best practices for Dev/Test/Prod
Support Power Apps, Power Automate, and Power BI reporting embedded in CRM
Maintain structured solution management (managed/unmanaged)
Support and troubleshoot dual‑write issues between CE and D365 F&O
Build/maintain integrations using connectors, REST APIs, OData, or Azure Logic Apps
Assist with data quality improvements, data migration, templates, and mappings
Gather requirements and translate them into functional specs
Work with IT, Sales, Customer Service, International teams, and external partners
Provide documentation, SOPs, training, and support materials
Ensure compliance with security, audit requirements, and change control processes
Qualification
Required
3–7 years working with Dynamics 365 CE / CRM
Strong functional knowledge of Sales Hub & Customer Service Hub
Hands‑on experience with Power Platform (model‑driven apps, Power Automate)
Strong Dataverse skills: data types, relationships, business rules, solution architecture
Experience with CRM integrations (D365 F&O preferred)
Understanding of business processes: lead → opp pipeline, case lifecycle, approvals
Ability to troubleshoot CE issues including workflows, permissions, and dual‑write
Excellent communication, documentation, and training skills
Preferred
PL‑200: Power Platform Functional Consultant
MB‑910: Dynamics 365 Fundamentals (CRM)
PL‑400 or other Power Platform certs are a plus
Benefits
Full Benefits including Medical, Dental and Vision effective on the first day of employment
401(k) with Employer Match (quarterly enrollment)
Paid Holidays (no waiting period to receive holiday pay)
Paid vacation, personal, and sick days effective on first day of employment
Company
McLane Global
McLane Global works in international sales, export, food manufacturing, service, hunger solutions, logistics, and health solutions.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase