Techno functional consultant (Microsoft Dynamics 365 Customer Insights)

Job Title:

Experience:

Location:

Employment Type:

Job Overview:

Techno-Functional Consultant

This role requires end-to-end ownership of solution design, configuration, integration, and stakeholder communication within enterprise-level environments.

Key Responsibilities:

• Act as a bridge between business stakeholders and technical teams for all Dynamics 365 Customer Insights (CI-D and CI-J) and CRM-related initiatives.
• Analyze client requirements and design scalable solutions within the Microsoft ecosystem, including Dataverse and Dynamics 365 CRM.
• Lead the configuration, customization, and optimization of CI-D and CI-J platforms to align with marketing, customer service, and sales objectives.
• Oversee integration with third-party platforms (e.g., CDPs, analytics tools, email platforms, etc.) and ensure data consistency and reliability.
• Work with APIs, data flows, Power Platform, and Logic Apps to extend and automate business processes.
• Drive and support CRM implementations, enhancements, and customer journey orchestration within D365.
• Troubleshoot issues across platforms and ensure best practices are followed in data governance and solution architecture.
• Provide training, documentation, and support to internal users and client teams.
• Stay current with evolving Dynamics 365 features and Microsoft cloud offerings.

Required Skills & Experience:

• 6–9 years of overall experience in

  Dynamics 365

  with proven

  techno-functional expertise

  across modules (especially

  Customer Service

  ,

  Sales

  , and

  Customer Insights

  ).
• Strong understanding of

  Dataverse

  , its schema, data flows, and integration capabilities.
• Hands-on experience with

  Customer Insights - Data (CI-D)

  and

  Journeys (CI-J)

  , including real-world integration and deployment scenarios.
• Solid knowledge of CRM process flows, configuration, and customization.
• Familiarity with

  Power Platform

  ,

  Logic Apps

  ,

  Azure Data Factory

  , and API-based integration methods.
• Proven ability to gather business requirements and translate them into actionable technical solutions.
• Excellent stakeholder management, problem-solving, and communication skills.
• Experience working in Agile environments and cross-functional teams.

Preferred Qualifications:

• Microsoft Certifications in

  Dynamics 365 Customer Insights

  ,

  Power Platform

  , or

  CRM modules

  .
• Prior experience with

  large-scale CRM or CDP implementations

  .
• Background in data privacy, governance, or compliance frameworks (e.g., GDPR).