Dynamics 365 CE Functional Consultant

As a Dynamics 365 Customer Engagement Functional Consultant, you will play a key role in designing, configuring, and implementing Dynamics 365 Customer Engagement (CE) solutions. You will work closely with clients and project teams to create innovative business applications that enhance customer experiences and streamline operations.

About the role

We are looking for a skilled and client-focused Dynamics 365 CE Functional Consultant to join our team. The ideal candidate will have a strong background in business analysis and CRM processes, with hands‑on experience configuring and implementing Dynamics 365 Customer Engagement (Sales, Marketing, Customer Service, Contact Center and Field Service). You will work with clients to understand their requirements, design solutions, and ensure successful delivery.

Responsibilities

• Solution Design & Configuration: Design and configure Dynamics 365 CE modules (Sales, Marketing, Customer Service, Contact Center and Field Service)
• Collaborate with stakeholders to gather requirements, analyze business processes, and translate them into functional solutions
• Customize Dynamics 365 CE to match client-specific processes, including custom entities, fields, workflows, and forms. Work with technical teams to integrate Dynamics 365 CE with other business applications, including ERP, marketing, and service platforms.
• Serve as the primary functional advisor for clients, providing expertise on Dynamics 365 CE best practices, industry standards, and how to leverage the platform for business optimization.
• Conduct workshops, training sessions, and knowledge transfers to client teams or internal staff.
• Stay up to date with Microsoft's roadmap, new features, and industry trends to advise clients strategically.
• Document functional specifications, configuration settings, and system changes. Prepare regular project status reports and communicate progress to both internal teams and clients.
• Work closely with technical teams (developers, system administrators) and solution architects to ensure successful solution delivery.

Requirements

• Strong knowledge of Microsoft Dynamics 365 Customer Engagement modules (Sales, Customer Service, Marketing, Field Service, etc.).
• Hands‑on experience with customizing Dynamics 365 CE, including working with entities, forms, views, workflows, and dashboards.
• Excellent communication and presentation skills, with the ability to explain complex technical concepts to non-technical stakeholders.
• Ability to work directly with business stakeholders to provide functional solutions and best practices.
• Strong understanding of CRM principles and customer engagement processes.
• Familiarity with Power Platform components (e.g., Power Apps, Power Automate) in the context of extending CE.

The foundation of Thryve

01

Virtual chat

An informal get-to-know-you call with Lynn, our Head of HR, to get to know each other and see if our expectations line up.

02

One or two meetings with our experts and founders to dive into the day-to-day work and explore your skills and experience.

03

Offer & Signing

If it’s a mutual fit, we’ll present an offer that works for you.

04

Once you sign, you’ll officially join Thryve. A buddy will be there to guide you and help you settle in.

Meet Lynn, our Head of HR

What Lynn loves most about working at Thryve is the people and the energy. Every day is a chance to grow together — improving how we work, learning from each other (often over lunch), and building a company we’re genuinely proud of, with the occasional healthy dose of chaos.

Think Thryve might be your kind of place, too? Lynn would be happy to tell you more about how Thryve can help you thrive.