D365 CE & Field Service Consultant

Dynamics 365 CE & Field Service Consultant About the Role

Our client is seeking a Senior Dynamics 365 Customer Engagement (CE) & Field Service Consultant with hands-on implementation and consulting experience. This is a client-facing role where you will lead solution design, configuration, and deployment of D365 CE and Field Service across a range of industries and project sizes.

You will serve as a trusted advisor to clients, translating complex business requirements into scalable Microsoft Dynamics 365 solutions while working collaboratively with internal project teams, technical architects, and stakeholders. If you thrive in a fast-paced consulting environment and have deep functional expertise in CE and Field Service, we want to hear from you.

• Lead end-to-end implementations of Dynamics 365 Customer Engagement and Field Service modules from discovery through go-live
• Conduct business process analysis and requirements gathering sessions with client stakeholders across sales, service, and field operations
• Design and configure D365 CE solutions including Sales, Customer Service, and Field Service modules
• Create functional design documents, configuration workbooks, user stories, and gap/fit analyses
• Configure Field Service capabilities including work orders, scheduling, resource management, mobile app, and IoT integrations
• Collaborate with developers to define customizations, integrations, and extensions when out-of-the-box functionality does not meet requirements
• Lead user acceptance testing (UAT), training sessions, and go-live support activities
• Provide post-go-live hypercare and ongoing advisory support to clients
• Stay current on Microsoft Dynamics 365 roadmap, releases, and best practices to advise clients proactively
• Mentor junior consultants and contribute to internal knowledge sharing and practice development

• Proven track record leading Dynamics 365 Field Service implementations end-to-end.
• Hands-on experience implementing Microsoft Dynamics 365 CE (CRM) in a consulting capacity
• Deep functional expertise in one or more D365 CE modules:
  Sales, Customer Service, and/or Field Service
• Strong experience with D365 Field Service including work order management, scheduling engine (Universal Resource Scheduling), resource optimization, and mobile field technician experience
• Proven track record of leading full lifecycle D365 implementations from requirements through go-live
• Experience facilitating workshops and requirements sessions with C-suite and operational stakeholders
• Solid understanding of the Power Platform ecosystem (Power Apps, Power Automate, Power BI) and how it extends D365 CE
• Experience writing functional design documents, user stories, and test scripts
• Strong communication skills - able to present complex solutions clearly to both technical and non-technical audiences
• Active Microsoft certifications in D365 CE or Field Service (e.g. MB-210, MB-240)
• Experience integrating Field Service with ERP systems (Dynamics 365 F&O, Business Central, or third-party ERPs).
• Familiarity with industries commonly served by Field Service (equipment/asset servicing, utilities, manufacturing, facilities management).

• Experience with Dynamics 365 Customer Insights, Omnichannel, or Remote Assist
• Familiarity with Azure integration services (Logic Apps, Service Bus, API Management)
• Experience working within an Agile/Scrum delivery framework
• Prior experience at a Microsoft Gold or Solutions Partner
• Exposure to Field Service industries such as utilities, manufacturing, healthcare, or facilities management