Dynamics 365/Power Platform - Techno-Functional Consultant

Senior Dynamics 365/Power Platform - Techno-Functional Consultant

Role Overview

We are seeking a highly skilled Senior Dynamics 365 CE & Power Platform Techno-Functional Consultant to support solution discovery, business analysis, functional design, technical solution design, development, and advanced troubleshooting across our Microsoft Dynamics 365 and Power Platform ecosystem.

The successful candidate will combine deep functional knowledge of Dynamics 365 Customer Engagement (CE) with strong hands-on technical capabilities across Power Platform, Dataverse, integrations, extensibility, and ALM/DevOps. This is not solely a development role. The consultant must be comfortable working directly with business stakeholders to understand business problems, analyze and document processes and requirements, identify solution options, and translate those requirements into scalable enterprise solutions.

The ideal candidate will be equally comfortable facilitating a requirements workshop, configuring a Dynamics 365 solution, designing a Dataverse data model, defining integration requirements, reviewing a plugin or JavaScript implementation, troubleshooting production issues, and working with development teams through delivery.

Key Responsibilities

• Lead and participate in requirements discovery, stakeholder interviews, workshops, process analysis, and solution-design sessions with business and technical stakeholders.
• Elicit, analyze, document, validate, and manage business, functional, non-functional, data, integration, security, and reporting requirements.
• Translate business requirements into user stories, acceptance criteria, functional specifications, process flows, data models, integration requirements, and solution designs.
• Analyze existing business processes, identify gaps and opportunities for improvement, and recommend solutions using Dynamics 365 CE and Power Platform capabilities, favouring configuration and native platform capabilities where appropriate.
• Provide senior-level functional expertise across Dynamics 365 CE, particularly Customer Service and Field Service, including case management, queues, routing, SLAs, entitlements, knowledge management, work orders, scheduling, resource management, and related processes.
• Design, configure, develop, and enhance Model-Driven Apps and Canvas Apps using Microsoft and enterprise best practices.
• Design and configure Dataverse tables, relationships, forms, views, business rules, business process flows, security roles, teams, and access models.
• Design and implement automation using Power Automate, platform-native automation capabilities, Custom APIs, and other appropriate technologies.
• Develop and review advanced extensions including C# plugins, JavaScript/TypeScript client-side customizations, Custom APIs, custom connectors, PCF components, and other Dataverse extensions where required.
• Assess requirements and determine the appropriate implementation approach across configuration, low-code/no-code, custom development, integration, and third-party solutions.
• Define and support integrations between Dynamics 365/Dataverse and enterprise systems using APIs, Azure services, Power Platform connectors, and other integration patterns.
• Develop and maintain Power Pages solutions for external-facing business processes where required.
• Design and support Power BI reporting and analytics utilizing Dynamics 365 and Dataverse data.
• Participate in solution architecture and design reviews, ensuring solutions meet requirements for scalability, maintainability, performance, security, supportability, and Microsoft platform best practices.
• Support application lifecycle management (ALM), environment strategy, solution management, source control, automated deployments, and CI/CD pipelines using Azure DevOps/Git.
• Lead or support system integration testing, UAT planning, defect triage, production deployment, hypercare, and operational transition.
• Perform root-cause analysis and advanced troubleshooting of complex Dynamics 365 and Power Platform issues across configuration, custom code, integrations, automation, security, and data.
• Collaborate closely with business stakeholders, product owners, architects, developers, testers, support teams, and offshore delivery resources.
• Provide technical and functional guidance to development teams, including design direction, code reviews, troubleshooting support, and implementation oversight.
• Produce and maintain appropriate solution documentation, including requirements documentation, functional designs, technical designs, architecture diagrams, configuration documentation, deployment documentation, and support knowledge.
• Being available to work Eastern Time Zone hours is a must for this role

Required Skills and Experience

The candidate should have significant professional experience delivering enterprise solutions using Microsoft Dynamics 365 CE and Power Platform, with demonstrated ability to operate across both functional and technical disciplines. The successful candidate will have a minimum of 5 years experience across all stated skills below.

Dynamics 365 CE / Functional

• Strong functional knowledge of the Dynamics 365 CE platform and its underlying business-process capabilities.
• Strong experience with Dynamics 365 Customer Service, including case management, queues, routing, SLAs, entitlements, knowledge management, activities, and agent experiences.
• Experience with Dynamics 365 Field Service, including work orders, incident types, scheduling, resources, bookings, and related processes.
• Ability to translate complex business processes into appropriate Dynamics 365 configurations and solution designs.
• Strong understanding of security concepts including business units, security roles, teams, ownership, hierarchy security, field security, and record-level access.
• Understanding of Dynamics 365 and Power Platform licensing implications is considered an asset.

Business Analysis / Consulting

• Demonstrated experience performing business analysis within enterprise application implementations or sustainment environments.
• Strong requirements elicitation and stakeholder-management skills.
• Experience facilitating discovery sessions, requirements workshops, process-mapping sessions, and solution-design workshops.
• Ability to distinguish between stated requirements and underlying business needs and to constructively challenge requirements where appropriate.
• Ability to create clear user stories, acceptance criteria, process flows, use cases, functional specifications, data requirements, and solution documentation.
• Experience performing fit-gap analysis and evaluating standard platform functionality against business requirements.
• Strong ability to communicate technical concepts to non-technical stakeholders and business requirements to technical delivery teams.

Power Platform

• Advanced experience with:
  • Model-Driven Apps
  • Canvas Apps
  • Power Automate
  • Dataverse
  • Business Process Flows
  • Power Pages
  • Power BI integration
• Strong understanding of Power Platform environments, solutions, connection references, environment variables, security, governance, and ALM.
• Understanding of Power Platform governance and enterprise development practices.

Technical Development

• Strong hands-on development experience with:
  • C# / Dataverse plugins
  • JavaScript/TypeScript
  • Dataverse Web API
  • Custom APIs
  • REST-based integrations
• Experience with PCF controls and custom connectors is highly desirable.
• Strong understanding of synchronous versus asynchronous processing, plugin execution pipelines, transactions, performance considerations, and appropriate extensibility patterns.
• Ability to diagnose problems using platform tracing, plugin trace logs, browser tooling, API testing tools, Azure/Application Insights or equivalent diagnostic capabilities.

Integration / Architecture

• Experience designing and supporting integrations between Dynamics 365/Dataverse and external enterprise applications.
• Understanding of REST APIs, OAuth, Microsoft Entra ID authentication, webhooks, service endpoints, and event-driven integration patterns.
• Experience with relevant Azure integration technologies such as Azure Functions, Logic Apps, Service Bus, API Management, or equivalent services is highly desirable.
• Ability to evaluate solution approaches and clearly articulate technical trade-offs.

DevOps / ALM

• Strong experience with Azure DevOps and Git-based source control.
• Experience designing and maintaining CI/CD pipelines for Dynamics 365 and Power Platform.
• Strong knowledge of managed/unmanaged solutions, solution layering, dependencies, environment variables, connection references, and deployment practices.
• Familiarity with Power Platform Build Tools, Power Platform CLI (PAC CLI), and automated solution deployment.

Core Competencies

The successful candidate must demonstrate:

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication.
• Ability to work independently with business stakeholders rather than relying on fully documented requirements.
• Ability to move comfortably between business analysis, functional consulting, solution design, development, and production support.
• Ability to identify when requirements can be satisfied through out-of-the-box functionality versus configuration, low-code development, custom development, or integration.
• Strong attention to maintainability and avoidance of unnecessary customization or technical debt.
• Ability to work effectively within a distributed onshore/offshore delivery model.
• Ability to mentor developers and provide credible technical guidance while maintaining a strong understanding of the business problem being solved.