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 the 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

5+ years of CRM/CE consulting experience
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.

Senior D365 Customer Engagement Consultant

Key skills