What are the responsibilities and job description for the Dynamics CRM Functional Consultant position at XTIVIA, Inc.?
Description
Work Location Remote
Duration Full-time
Travel Occasional - up to 25%
Status Exempt
How you will make a difference
We are looking for a Dynamics CRM Functional Consultant and Architect who is ready to take on a strategic, client-facing role guiding organizations through the evaluation, design, and implementation of Microsoft Dynamics 365 Customer Engagement (CE) solutions. Specializing primarily in Dynamics CRM Sales and Customer Service, you will bridge the gap between business needs and system capabilities.
Why this role?
This is a position for someone who dislikes being "just a ticket-taker"—you will own the relationship, define the vision, and see the tangible impact of your builds. You will balance approximately 70-80% billable delivery with 20% pre-sales and internal strategy.
Key Responsibilities
I. Client Engagement and Pre-Sales
What you bring to your new team
Get to know XTIVIA
XTIVIA is an innovative B2B technology enterprise solutions company committed to providing integrated technology solutions and services, delivering measurable results as a trusted industry thought leader for 30 years.
Our services include managed services and business solutions, like DevOps, CRM, and ITSM; database support and management; application solutions, including mobile apps; ERP solutions for GovCon and the private sector; and platform integration, with APIs as well as digital experience CMS solutions.
If you can imagine the business outcome, XTIVIA can create it with technology.
XTIVIA has offices in Colorado, New York, New Jersey, Texas, and Virginia.
xtivia.com
How we take care of our team members
For XTIVIA to recruit—and retain—the most experienced and talented people, XTIVIA offers a highly competitive and comprehensive benefits package. Our employees are our corporate family, so benefits extend beyond our employees to include their families. We provide affordable medical, dental, and vision benefits. Other benefits include a 401(k) plan with match, company-paid disability and life insurance, voluntary life insurance options, an Employee Assistance Program (EAP), identity and fraud protection, recognition and wellness programs. To promote a healthy work-life balance, XTIVIA offers team members flexible paid time off and remote and flexible work options, enabling you to spend time with family and recharge as needed without worrying about accruals. In addition, we encourage ongoing career development by offering paid training and certification opportunities. Our benefits are designed and focused around our culture and core values, treating people the way we would like to be treated. XTIVIA has been certified five years in a row as a great place to work.
This position has an expected salary range of $85,000 - $120,000.
You will also be eligible for the XTIVIA employee bonus plan.
Your compensation is based on your skills and experience -- talk with your recruiter to learn more.
What We Promise
At XTIVIA, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, age, sex, national origin, disability status, genetics, military and veteran status, sexual orientation, gender identity or expression, marital status, parental status, and any other characteristic protected by applicable laws. XTIVIA believes that diversity and inclusion among our team members are critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Work Location Remote
Duration Full-time
Travel Occasional - up to 25%
Status Exempt
How you will make a difference
We are looking for a Dynamics CRM Functional Consultant and Architect who is ready to take on a strategic, client-facing role guiding organizations through the evaluation, design, and implementation of Microsoft Dynamics 365 Customer Engagement (CE) solutions. Specializing primarily in Dynamics CRM Sales and Customer Service, you will bridge the gap between business needs and system capabilities.
Why this role?
This is a position for someone who dislikes being "just a ticket-taker"—you will own the relationship, define the vision, and see the tangible impact of your builds. You will balance approximately 70-80% billable delivery with 20% pre-sales and internal strategy.
Key Responsibilities
I. Client Engagement and Pre-Sales
- Pre-Sales Consultation: Guide technical and functional conversations to demonstrate the value of Dynamics CRM and the broader Power Platform to prospective clients.
- Business Assessments: Conduct comprehensive discovery sessions and requirements gathering workshops to evaluate and map client business processes.
- Solution Scoping: Translate business needs into actionable project plans by developing Statements of Work (SOWs), effort estimates, and detailed functional specification documentation.
- System Design & Configuration: Architect holistic solutions leveraging Dynamics 365 Sales and Customer Service, performing hands-on configuration (entities, forms, views, dashboards) and occasional customization as needed.
- Project Management: Oversee Dynamics implementation projects to ensure alignment with project timelines, budgets, and functional requirements.
- Process Automation: Utilize Microsoft Power Automate to design, map, and implement workflow automations and business process enhancements.
- Integration Strategy: Identify integration points between Microsoft Dynamics and third-party applications, demonstrating strong familiarity with integration patterns and collaborating with technical teams for execution.
- User Training: Develop tailored training materials and conduct comprehensive sessions for end-users, subject matter experts, and client administrators..
- Post-Implementation Support: Deliver ongoing troubleshooting and continuous optimization recommendations following system go-live to drive user adoption and system health.
What you bring to your new team
- Experience: Minimum of 5-7 years of experience as a Functional Consultant, Solution Architect, or similar role within the Microsoft Dynamics 365 ecosystem, specifically in an IT Consulting or Professional Services environment.
- Dynamics 365 Mastery: Deep functional and architectural knowledge of D365 CE modules, specifically Sales and Customer Service.
- Platform Proficiency: Strong understanding of the Microsoft Power Platform ecosystem and proven experience leveraging Power Automate for business logic.
- Integration Knowledge: Strong familiarity with data integration concepts, API integrations, and common third-party connectors.
- Professionalism: Exceptional presentation skills to articulate complex architectures to C-suite executives and a detail-oriented approach to writing functional specifications.
- Module Expertise: Experience with Microsoft Project Operations (highly preferred) or Business Central.
- Education & Qualifications: Bachelor’s degree in Business, Information Systems, Computer Science, or a related field, OR established equivalent experience through a portfolio of successful Dynamics architecture and consulting engagements.
- Value-Add Certifications: Power Platform Solution Architect Expert (PL-600), Dynamics 365 Sales Functional Consultant Associate (MB-210), or Dynamics 365 Customer Service Functional Consultant Associate (MB-230).
Get to know XTIVIA
XTIVIA is an innovative B2B technology enterprise solutions company committed to providing integrated technology solutions and services, delivering measurable results as a trusted industry thought leader for 30 years.
Our services include managed services and business solutions, like DevOps, CRM, and ITSM; database support and management; application solutions, including mobile apps; ERP solutions for GovCon and the private sector; and platform integration, with APIs as well as digital experience CMS solutions.
If you can imagine the business outcome, XTIVIA can create it with technology.
XTIVIA has offices in Colorado, New York, New Jersey, Texas, and Virginia.
xtivia.com
How we take care of our team members
For XTIVIA to recruit—and retain—the most experienced and talented people, XTIVIA offers a highly competitive and comprehensive benefits package. Our employees are our corporate family, so benefits extend beyond our employees to include their families. We provide affordable medical, dental, and vision benefits. Other benefits include a 401(k) plan with match, company-paid disability and life insurance, voluntary life insurance options, an Employee Assistance Program (EAP), identity and fraud protection, recognition and wellness programs. To promote a healthy work-life balance, XTIVIA offers team members flexible paid time off and remote and flexible work options, enabling you to spend time with family and recharge as needed without worrying about accruals. In addition, we encourage ongoing career development by offering paid training and certification opportunities. Our benefits are designed and focused around our culture and core values, treating people the way we would like to be treated. XTIVIA has been certified five years in a row as a great place to work.
This position has an expected salary range of $85,000 - $120,000.
You will also be eligible for the XTIVIA employee bonus plan.
Your compensation is based on your skills and experience -- talk with your recruiter to learn more.
What We Promise
At XTIVIA, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, age, sex, national origin, disability status, genetics, military and veteran status, sexual orientation, gender identity or expression, marital status, parental status, and any other characteristic protected by applicable laws. XTIVIA believes that diversity and inclusion among our team members are critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Salary : $85,000 - $120,000