ApTask
D365 Customer Engagement (CE) Functional Consultant
ApTask, Dallas, Texas, United States, 75215
About Client:
The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets served by the company are financial services and insurance, healthcare, manufacturing, government, transportation, communications, and consumer and retail industries.
Rate Range: $65-$70/Hr
Job Description: We are seeking an experienced D365 Customer Engagement (CE) Functional Consultant to join our team. The ideal candidate will specialise in delivering Dynamics 365 CE solutions that address business challenges and optimise customer relationship management processes. This role involves requirement gathering, system configuration, stakeholder collaboration, and supporting successful project implementations.
Key Responsibilities: Requirement Analysis & Solution Design:
Engage with clients and stakeholders to understand their business processes, challenges, and requirements. Develop functional specifications, process designs, and solution architectures for D365 CE. Collaborates with stakeholders throughout the organisation to ensure a comprehensive set of requirements, aligned to business objectives, gaining full understanding of current business processes Provides in-depth knowledge of the Microsoft Dynamics CE application and evaluates the customer's business processes against the standard Microsoft Dynamics CE functionality I s responsible for documenting the business requirements which express what actions a solution must take and what outcome is expected. System Configuration & Customisation:
Configure D365 CE modules, including Sales, Customer Service, Marketing, and Field Service, to meet business needs. Collaborate with technical teams to design and implement customisations or integrations. Facilitates the customer's decision-making process and develops the functional design document that will drive the development process (if modifications/customisations are required, either to processes or to the Microsoft Dynamics CE application.) Implementation & Deployment:
Lead D365 CE implementations, ensuring alignment with project goals and timelines. Support data migration efforts, mapping legacy data to D365 CE structures. Testing & Quality Assurance:
Develop test plans and scripts for functional testing of D365 CE solutions. Facilitate user acceptance testing (UAT) and ensure feedback is incorporated. Training & Documentation:
Prepare training materials and deliver training sessions to end-users. Create comprehensive documentation, including user guides and functional design documents. Continuous Improvement:
Identify opportunities to enhance D365 CE functionalities to improve client operations. Stay updated on new D365 CE features and recommend their adoption. Collaboration & Support:
Work closely with technical teams, project managers, and other stakeholders to ensure seamless project execution. Provide post-go-live support to resolve issues and ensure optimal system performance. Qualifications & Skills: Education:
Bachelor's degree in information systems, Business Administration, Computer Science, or a related field. Experience:
5 Years experience in a Microsoft partner in a consultancy role OR equivalent experience in an insurance vertical market Proven experience as a D365 CE Functional Consultant or similar role. In-depth knowledge of D365 CE modules (Sales, Customer Service, Marketing, and/or Field Service). Hands-on experience in configuring and customising D365 CE. Experience with Power Platform (Power BI, Power Automate, Power Apps) is a plus. Technical Skills:
Strong understanding of D365 CE functionality, workflows, and business rules. Knowledge of integration methods, including APIs and middleware tools. Familiarity with Azure services and Dataverse is desirable. Soft Skills:
Excellent problem-solving and analytical abilities. Strong communication skills, with the ability to translate technical concepts to non-technical stakeholders. Ability to work independently and collaboratively within a team. Preferred Certifications:
Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate. Microsoft Certified: Power Platform Fundamentals (preferred but not mandatory). Agile or Scrum Certification (optional).
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com .
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.
Rate Range: $65-$70/Hr
Job Description: We are seeking an experienced D365 Customer Engagement (CE) Functional Consultant to join our team. The ideal candidate will specialise in delivering Dynamics 365 CE solutions that address business challenges and optimise customer relationship management processes. This role involves requirement gathering, system configuration, stakeholder collaboration, and supporting successful project implementations.
Key Responsibilities: Requirement Analysis & Solution Design:
Engage with clients and stakeholders to understand their business processes, challenges, and requirements. Develop functional specifications, process designs, and solution architectures for D365 CE. Collaborates with stakeholders throughout the organisation to ensure a comprehensive set of requirements, aligned to business objectives, gaining full understanding of current business processes Provides in-depth knowledge of the Microsoft Dynamics CE application and evaluates the customer's business processes against the standard Microsoft Dynamics CE functionality I s responsible for documenting the business requirements which express what actions a solution must take and what outcome is expected. System Configuration & Customisation:
Configure D365 CE modules, including Sales, Customer Service, Marketing, and Field Service, to meet business needs. Collaborate with technical teams to design and implement customisations or integrations. Facilitates the customer's decision-making process and develops the functional design document that will drive the development process (if modifications/customisations are required, either to processes or to the Microsoft Dynamics CE application.) Implementation & Deployment:
Lead D365 CE implementations, ensuring alignment with project goals and timelines. Support data migration efforts, mapping legacy data to D365 CE structures. Testing & Quality Assurance:
Develop test plans and scripts for functional testing of D365 CE solutions. Facilitate user acceptance testing (UAT) and ensure feedback is incorporated. Training & Documentation:
Prepare training materials and deliver training sessions to end-users. Create comprehensive documentation, including user guides and functional design documents. Continuous Improvement:
Identify opportunities to enhance D365 CE functionalities to improve client operations. Stay updated on new D365 CE features and recommend their adoption. Collaboration & Support:
Work closely with technical teams, project managers, and other stakeholders to ensure seamless project execution. Provide post-go-live support to resolve issues and ensure optimal system performance. Qualifications & Skills: Education:
Bachelor's degree in information systems, Business Administration, Computer Science, or a related field. Experience:
5 Years experience in a Microsoft partner in a consultancy role OR equivalent experience in an insurance vertical market Proven experience as a D365 CE Functional Consultant or similar role. In-depth knowledge of D365 CE modules (Sales, Customer Service, Marketing, and/or Field Service). Hands-on experience in configuring and customising D365 CE. Experience with Power Platform (Power BI, Power Automate, Power Apps) is a plus. Technical Skills:
Strong understanding of D365 CE functionality, workflows, and business rules. Knowledge of integration methods, including APIs and middleware tools. Familiarity with Azure services and Dataverse is desirable. Soft Skills:
Excellent problem-solving and analytical abilities. Strong communication skills, with the ability to translate technical concepts to non-technical stakeholders. Ability to work independently and collaboratively within a team. Preferred Certifications:
Microsoft Certified: Dynamics 365 Customer Engagement Functional Consultant Associate. Microsoft Certified: Power Platform Fundamentals (preferred but not mandatory). Agile or Scrum Certification (optional).
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com .
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.