Dynamics 365 CRM Solution Engineer
Our purpose is to empower organizations to transform the way they work by harnessing the full potential of artificial intelligence. We guide customers through the evolving digital landscape, enabling them to unlock new opportunities, enhance productivity, and deliver exceptional employee and customer experiences. By integrating advanced AI capabilities across devices, cloud platforms, and everyday business applications, we help organizations realize seamless, innovative, and secure solutions that drive sustained growth and success in the AI era.
As a Dynamics 365 CRM Solution Engineer, you will lead AI transformation engagements with deep CRM domain expertise.
Your role involves owning the technical win strategy and supporting AI Business Process Sales Specialists (SSPs) by building strong relationships with C-Suite executives, Business Decision Makers (BDMs), and Technical Decision Makers (TDMs), including CIOs, CTOs, and IT leaders. You will help customers achieve their goals through technical guidance, solution roadmaps, and competitive positioning to secure technical decisions.
Your responsibilities include orchestrating and executing proof of concepts (POCs), envisioning workshops, whiteboarding sessions, and technical demonstrations that showcase the business value of Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Contact Center, Dynamics 365 Field Service, Copilot Studio, and AI Agent solutions. You will proactively collaborate with partners early in the sales cycle to accelerate customer success.
You will be part of a dedicated sales community supported by Account Teams, Marketing, Engineering, and Customer Success organizations, enabling you to drive enterprise-wide adoption of Dynamics 365 solutions.
You will secure competitive wins against key competitors in the CRM and customer engagement space, including Salesforce, Oracle, IFS, Service Now, Avaya, and Amazon Connect. You will showcase Microsoft's unique differentiation and One Microsoft value proposition while supporting migration and modernization strategies and addressing technical blockers related to Copilot, AI Agents, compliance, privacy, and security.
As a Dynamics 365 CRM Solution Engineer, you will collaborate with Systems Integrator (SI) partners early in the sales cycle to scale technical engagements such as demonstrations, workshops, whiteboarding sessions, and POCs. You will be responsible for increasing Sales and Service business growth through pipeline generation, accelerated deal velocity, and competitive displacement by supporting SSPs in addressing technical proof and validation requirements.
Responsibilities
Own the technical win strategy for each opportunity. Engage with Business Decision Makers (BDMs) and Technical Decision Makers (TDMs) to understand business priorities and objectives, translating them into a compelling solution vision. Leverage deep expertise in Dynamics 365 Sales & Service applications including Sales, Customer Service, Contact Center, Field Service, Customer Insights, AI Agents, and Copilot Studio to address business challenges, demonstrate value, and secure technical decisions.
Lead customer envisioning workshops, whiteboard design sessions, and executive-level technical demonstrations across the Dynamics 365 portfolio, including Sales, Customer Service, Contact Center, Field Service, Customer Insights, Copilot Studio, and AI Agents, helping customers envision their future-state business processes.
Lead Proof of Concept (POC) engagements for high-priority scenarios by documenting outcomes, validating solution requirements, and defining implementation approaches. Translate findings into detailed technical close plans, including migration strategies to Dynamics…
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