mcaconnect - MCA Connect - D365 CE Senior Functional Consultant

Remote - USA3w ago

Remote Senior NA Junior Analyst IT Support Specialist Reporting Customer Relations Documentation Microsoft 365 Power BI

Requirements

• 4+ years’ experience implementing or supporting Dynamics 365 Sales, Customer Service, Field Service, Customer Insights, or comparable CRM platforms. • Working knowledge of Dataverse, model-driven apps, Power Automate, dashboards, basic reporting, Microsoft 365 integration, and user security concepts. • Ability to produce clear documentation, manage assigned work, communicate status, and collaborate effectively with clients and internal teams. • Understanding of agile delivery, user stories, acceptance criteria, test management, training, and change/adoption fundamentals. • Recommended certifications: PL-200; MB-280, MB-230, MB-240, or relevant CE module certifications preferred.

Responsibilities

• Participate in discovery and design sessions to capture business requirements, current-state process issues, future-state process needs, user stories, acceptance criteria, and configuration decisions. • Configure D365 CE and Power Platform features including model-driven apps, tables, forms, views, dashboards, business rules, business process flows, queues, routing, security roles, and basic automation. • Support Sales, Customer Service, Field Service, Customer Insights, and related CE/CX capabilities depending on project scope and specialization. • Prepare functional design documents, process flows, configuration workbooks, test scripts, training materials, and user adoption content. • Maintain requirements traceability from discovery notes to user stories, functional design decisions, configuration workbooks, test scripts, UAT outcomes, and training/adoption materials. • Support backlog refinement, sprint demos, CRP/UAT planning, test execution, defect triage, release readiness, go-live support, and hypercare activities. • Partner with technical consultants on integrations, data migration, reporting, security, and custom extension requirements. • Help clients evaluate standard functionality versus customization and escalate scope, adoption, data, and process risks early. • Maintain awareness of Microsoft Copilot, embedded intelligence, Power BI, and automation capabilities that can improve user productivity and customer experience.

Benefits

• Our compensation plan offers one of the best bonus structures in the industry. Along with this we also offer a generous benefit package: • · Work/Life Balance with Unlimited Paid Time Off (UPTO) • · 401k Plan with Company Matching Contribution • · Monthly Stipend for Home Office Expenses • · Subsidized Medical, Dental and Vision Coverage • · Health Savings and Flexible Spending Accounts • · Company Paid Life and Disability Insurance • · Training, Certification and Continuing Education Support • MCA Connect offers limitless opportunities for personal and professional growth in a stimulating, challenging, and performance-oriented work culture where you can share your ideas and make impactful daily contributions. Our employees are highly motivated and talented individuals dedicated to developing, marketing, and selling products designed to deliver value for mid-market and enterprise-size manufacturing, distribution, and energy companies. We take the time to train our consultants so that they understand the industries we serve and can deliver best practices, proven methodologies, and ongoing industry expertise to our clients.