Configures Dynamics 365 CE and Power Platform solutions, gathers requirements, documents business processes, creates functional designs and test materials, supports UAT and go-live activities, and helps clients adopt CRM and customer engagement capabilities. The consultant manages assigned workstreams, maintains requirements traceability, partners with technical teams on integrations and data migration, supports training and hypercare, and guides junior resources.
Through passion and deep industry expertise, MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. Our strategic solutions, innovation, and industry intelligence help manufacturers gain visibility, improve profitability, and achieve a competitive edge.
Established in 2002, MCA Connect has grown into one of the largest US-based solution partners in Microsoft Business Applications and Azure Data & AI / Digital & App Innovation. Our Microsoft Specialties include Finance and Supply Chain, Analytics on Azure, Data Warehouse Migration, and Power Platform. We’re also a fifteen-time Microsoft Partner of the Year and three-time Inc. Best Workplaces award winner.
Title: D365 CE Senior Functional Consultant
Location: Remote
Description
The D365 CE Senior Functional Consultant gathers requirements, documents business processes, configures Dynamics 365 CE and Power Platform capabilities, supports testing and training, and helps clients adopt practical CRM/CX solutions. Senior-level consultants are expected to own defined workstreams with limited oversight and guide junior resources where appropriate.
Core 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.
Required Skills and Experience
- 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.
About the CE Practice at MCA
The CE Practice at MCA sits at the forefront of the firm’s innovation and growth strategy. We help organizations reimagine how they connect with customers by combining business transformation, modern cloud platforms, and AI-driven capabilities. Leveraging the Microsoft ecosystem — including Dynamics 365, Power Platform, and emerging AI technologies — our team designs customer engagement solutions that drive better experiences and stronger commercial outcomes. We are a collaborative, fast-growing team passionate about innovation, human-centered design, and building the next generation of customer engagement.
Why work for MCA Connect?
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.
MCA Connect is an Equal Opportunity Employer. MCA Connect promotes equal employment opportunity to all employees and applicants and does not discriminate on the basis of race, religion, color, creed, national origin, sex, age, sexual/gender orientation, status as a protected disabled or Vietnam Era Veteran, disability, or any other legally protected status. We firmly believe our differences make us stronger!
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate Property and Casualty products, and convert prospects into policyholders. The role includes paid training and licensing support, remote work, customer communication, sales closing, and adherence to assigned schedules and work-from-home technical requirements.
Top Skills:
High-Speed InternetPc
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Supports Spanish-speaking restaurant prospects during the sales process by partnering with SMB Account Executives. Conducts discovery calls and product demonstrations, explains Toast’s platform, assists with quotes and contracts, communicates in Spanish and English, advances deals, and supports transitions to onboarding. The role requires bilingual fluency, collaboration, adaptability, and a customer-focused approach. Salesforce experience, restaurant operations experience, and Sandler Sales Training are preferred.
Top Skills:
Salesforce
Fintech • Software • Financial Services
Own data pipelines into and out of the warehouse, dbt models, data integrity, governance, identity resolution, reverse ETL, and quality monitoring across growth, lifecycle, and brokerage data. Partner with product, marketing, and operations teams to establish data contracts, ensure accurate and timely business metrics, and support regulated financial data requirements.
Top Skills:
AirflowArgo WorkflowsChange Data CaptureDatadogDbtFivetranKubernetesPythonReverse EtlSegmentSnowflakeSQL
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
