Senior Microsoft Dynamics CE/CRM Solutions Architect

Woolpert•Fort Worth, TX

14h

About The Position

Woolpert is hiring a Dynamics 365 CE Technical Liaison / Senior Techno‑Functional Consultant to join our dynamic Corporate Applications Team. This position reports to the Senior Dynamics 365 Architect and is responsible for technical and functional expertise to design, implement, customize, and integrate Microsoft Dynamics 365 Customer Engagement (CE) and Power Platform solutions. The CE Technical Liaison serves as a critical bridge between business stakeholders and technical delivery teams, translating business needs into scalable, well‑architected CRM solutions while ensuring alignment with organizational standards and best practices. The ideal candidate will act as a trusted advisor to business process owners and end users, facilitating effective communication between functional teams and developers—particularly for enhancement requests, custom development, integrations, and automation scenarios. This role requires strong CE domain knowledge, technical depth, and the ability to guide solutions from discovery through deployment and ongoing optimization..

Requirements

Microsoft Dynamics 365 CE (Sales, Customer Service, Marketing)
Power Platform (Power Apps, Power Automate, Dataverse)
CE Solution Architecture & Technical Design
C# Plugin Development, JavaScript, and SDK Customization
Dataverse security model, roles, and environment management
API‑based integrations and Azure Integration Services
Azure DevOps, CI/CD, and Power Platform Pipelines
Data migration and data quality management
AI and automation using Microsoft Copilot Studio
Enterprise discovery and CRM requirements engineering
Customer‑centric business process optimization
Product ownership and Agile delivery methodologies
Stakeholder management and executive communication
Governance, release management, and solution lifecycle management
Pre‑sales consulting, solution demonstrations, and client enablement
End‑user training and change management

Nice To Haves

Microsoft certifications such as PL‑600 (Power Platform Solution Architect) or PL‑200 (Power Platform Functional Consultant)
Experience supporting enterprise‑scale or government CRM implementations
Familiarity integrating Dynamics 365 CE with ERP, HR, or other enterprise platforms
Experience analyzing cross‑application dependencies and integration impacts

Responsibilities

Partner with business stakeholders, product owners, and end users to gather, analyze, and document CRM and Power Platform requirements, ensuring clarity of scope and alignment with Dynamics 365 CE capabilities.
Analyze customer‑facing business processes (sales, service, marketing, case management), identify gaps or inefficiencies, and recommend improvements aligned with Dynamics 365 CE and Power Platform best practices.
Design and propose scalable, secure, and maintainable Dynamics 365 CE and Power Platform solutions, considering performance, extensibility, governance, and future growth.
Configure and customize Dynamics 365 CE and Power Platform solutions, including entities/tables, forms, views, business rules, workflows, plugins, JavaScript, security roles, and model‑driven or canvas apps. Provide technical guidance and initial assessments to support accurate effort estimation and delivery timelines.
Design and support integrations between Dynamics 365 CE and external systems using APIs, Dataverse, and Azure Integration Services. Implement automation using Power Automate and Copilot Studio to streamline business processes.
Investigate and resolve complex system issues, data inconsistencies, and user‑reported problems using a disciplined, analytical, and persistent problem‑solving approach.
Lead and participate in testing activities, including system testing and User Acceptance Testing (UAT), validate system changes, and support controlled deployments using Azure DevOps and Power Platform pipelines.
Provide end‑user training, documentation, and ongoing support to ensure successful adoption of Dynamics 365 CE and Power Platform enhancements.
Work closely with development teams, architects, and external partners to prioritize enhancements, manage releases, and maintain solution quality, security, and stability.

Benefits

Freedom to Work program: Set your own schedule and location (as appropriate).
Principal program: Earn the opportunity to become an owner of the firm.
Flexible paid time off/vacation: Take time off when it makes sense for you and your team.
Career development: Explore a wide range of learning and growth opportunities within and across industries.
Health, life, vision, and dental insurance: Cover all your medical bases.
Paid sick time, retirement plan, fitness reimbursement, pet insurance, identity protection, technology stipend, employee assistance program, and more!

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