Dynamics 365 Customer Engagement Cloud Solution Architect

Job Title:

Job Description

JOB SUMMARY –The Dynamics 365 Customer Engagement Solution Architect is a vendor‑delivered, customer‑facing consulting role aligned to Microsoft’s Cloud Solution Architect (CSA) model. This role is responsible for leading advisory engagements, workshops, and technical assessments for customers using Dynamics 365 Customer Engagement and the Power Platform, with Dataverse as the architectural foundation.

The architect serves as the primary technical delivery lead for assigned engagements, representing the vendor while aligning closely with Microsoft CSAMs, account teams, and delivery frameworks. Success in this role is driven by consulting excellence, workshop leadership, solution quality, and customer satisfaction.

This is a delivery‑oriented advisory role, focused on helping customers make confident, well‑governed platform decisions and progress toward cloud‑aligned architectures.

Foundation: Dataverse
Core Platforms: Power Apps, Power Automate, Power Platform Administration & Governance
Focus Areas: Field Service, Marketing (Customer Insights), RPA, Copilot, On‑Prem & Hybrid

Responsibilities

Advisory & Workshop Delivery (Core Focus)

• Lead customer‑facing workshops and advisory engagements, including:

  • Architecture envisioning and solution design sessions

  • Dataverse and Power Platform readiness workshops

  • Field Service and Customer Insights design workshops

  • Governance, adoption, and optimization reviews

• Own the end‑to‑end delivery of assigned engagements, ensuring outcomes, scope, and expectations are met.

• Translate business goals into clear architectural guidance and recommendations, documented appropriately for customer and Microsoft stakeholders.

Dataverse‑First Architecture Leadership

• Design and advise on Dataverse‑centric architectures that support Dynamics 365 CE and the Power Platform.

• Guide customers on:

  • Data modeling and entity design

  • Security roles and access strategy

  • Extensibility and lifecycle management

• Ensure architectural decisions support scalability, compliance, and long‑term maintainability.

Power Platform Advisory & Enablement

• Lead advisory guidance on:

  • Power Apps (model‑driven and canvas) built on Dataverse

  • Power Automate (cloud flows) for business process automation

  • Power Automate Desktop (RPA) for legacy and unattended automation

• Advise customers on Power Platform administration and governance, including:

  • Environment strategy

  • DLP policies

  • ALM and deployment patterns

• Help customers adopt low‑code solutions responsibly, especially in enterprise or regulated environments.

Field Service & Customer Insights Consulting

• Act as a subject‑matter advisor for:

  • Dynamics 365 Field Service (assets, work orders, inspections, scheduling, mobility)

  • Dynamics 365 Marketing / Customer Insights (unified profiles, segmentation, journeys, real‑time engagement)

• Ensure solutions are cohesive across CE workloads by leveraging shared Dataverse data and processes.

• Lead fit‑gap and design discussions that balance standard capabilities with extensibility.

On‑Prem & Hybrid Advisory

• Provide advisory support for customers running Dynamics CRM / Dynamics 365 CE On‑Prem.

• Lead discovery and assessment conversations covering:

  • Current‑state on‑prem architecture

  • Functional and platform limitations

  • Hybrid and cloud transition considerations

• Position cloud‑aligned, Dataverse‑first futures without performing hands‑on migration execution.

Client‑Facing Consulting Excellence

• Serve as a trusted technical advisor with strong executive presence.

• Communicate complex technical concepts clearly to both business and technical stakeholders.

• Lead conversations with confidence, structure, and empathy—helping customers navigate ambiguity and risk.

• Represent the vendor professionally in customer and Microsoft‑led calls.

Collaboration & Delivery Alignment

• Partner closely with Microsoft CSAMs, program stakeholders, and vendor delivery leadership.

• Align delivery activities to Microsoft frameworks (e.g., Success by Design–style motions).

• Provide clear status, outcomes, and risks to vendor management and Microsoft counterparts.

Qualifications

Technical

• Strong experience with Dynamics 365 Customer Engagement:

  • Cloud (online)

  • On‑Prem / hybrid environments

• Deep hands‑on and advisory experience with Dataverse.

• Advanced experience with:

  • Power Apps

  • Power Automate

  • Power Platform Administration & Governance

  • Power Automate Desktop (RPA)

• Understanding of architectural differences between on‑prem and cloud CE deployments.

Consulting & Delivery (Critical)

• Proven experience leading client‑facing workshops and advisory engagements.

• Strong consulting soft skills: facilitation, stakeholder management, executive communication.

• Comfortable owning delivery outcomes in a vendor / partner model.

• Ability to influence decisions without direct authority.

Preferred Qualifications

• Experience delivering Microsoft‑aligned advisory or assessment engagements.

• Familiarity with Copilot Studio and AI‑enabled CE scenarios.

• Azure integration experience (Logic Apps, Functions).

• Microsoft certifications in Power Platform or Dynamics 365.

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