Dynamics 365 Customer Engagement Functional Consultant W2 Only

SunPlus Data Group Inc
Lawrenceville, NJ

112825-GA-PA-SP-Dynamics 365 Customer Engagement Functional Consultant

PAY RATE: W2 Hourly: $60 - $80 W2 Salary With Benefits: $116k to $155K

Title: Dynamics 365 Customer Engagement (D365 CE) Functional Consultant

Location: Hybrid mostly Remote with 1 week per month onsite in HarrisburgPA

Were looking for a Dynamics 365 Customer Engagement Functional Consultant to lead end-to-end solution design configuration and rollout of D365 CE workloads (Customer Service Sales Field Service and Contact Center/CCaaS). Youll work closely with business stakeholders to translate customer service and engagement processes into scalable AI-enabled solutions using Dynamics 365 Power Platform and Copilot.

Key Responsibilities

  • Lead discovery workshops with business and IT stakeholders to understand current processes pain points and objectives across customer service/contact center and sales.
  • Translate requirements into functional designs user stories and configuration for Dynamics 365 Customer Engagement (Customer Service)
  • Design and configure case management queues and routing SLAs entitlements knowledge management omnichannel channels and contact center workflows.
  • Shape and validate use cases for Copilot (within Dynamics 365 and Copilot Studio) including assisted replies summarization and AI-driven insights.
  • Work with technical consultants to design integrations data migration and extensions (plugins custom connectors Power Automate flows).
  • Configure and test Omnichannel for Customer Service / Contact Center capabilities (voice chat SMS social bots routing).
  • Define and document business process flows security roles and data models aligned to best practices.
  • Create functional specifications test cases UAT scripts and training materials; support UAT and user adoption activities.
  • Support deployment planning cutover and post-go-live stabilization.
  • Advise customers on roadmap best practices and phased adoption of D365 CE Power Platform and AI capabilities.

Required Qualifications

  • 5 years of experience as a Functional Consultant/Business Analyst working with Dynamics 365 Customer Engagement (or legacy CRM).
  • Hands-on experience configuring D365 Customer Service and/or Omnichannel for Customer Service (or comparable cloud contact center).
  • One or more Relevant Microsoft certifications (e.g. MB-210 MB-230 PL-200 PL-400).
  • Strong understanding of customer service contact center or customer engagement processes (case lifecycle routing SLAs knowledge escalation paths).
  • Experience writing user stories acceptance criteria and functional design documents.
  • Practical exposure to Power Platform (Power Apps Power Automate) for low-code extension of D365.
  • Familiarity with Copilot and generative AI scenarios in Dynamics 365 (e.g. email suggestions summarization knowledge search).
  • Excellent communication skills with ability to facilitate workshops and present to business stakeholders.

Preferred Qualifications

  • Experience with Dynamics 365 Customer Service Contact Center / CCaaS or other CCaaS platforms (e.g. Five9 NICE Genesys Amazon Connect).
  • Exposure to Copilot Studio / Power Virtual Agents (designing conversational bots integrating with D365 and knowledge sources).
  • Experience in regulated or public sector environments is a plus

Posted 2025-11-29

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