Dynamics 365 Lead Technical Consultant

Perficient   •  

Atlanta, IL

Industry: Professional, Scientific & Technical Services


Less than 5 years

Posted 30 days ago

Job Overview:

As a Microsoft Dynamics 365 for Customer Engagement Lead Technical Consultant you will participate in all aspects of the software development lifecycle which includes estimating, technical design, implementation, documentation, testing, deployment and support of application developed for our clients.


  • The Lead Technical Consultant will be responsible for providing leadership and direction to a growing team of Dynamics professionals.
  • The role will be the point of contact for the Dynamics Customer Engagement application and provide ongoing direction for client engagements regarding the installation, configuration, training, and support and proper use of Dynamics 365 for Customer Engagement.
  • Lead the technical planning & requirements gathering phases including estimate, develop, test, manage projects, architect and deliver.
  • Serve as a technical lead and mentor. Provide technical support or leadership in the development and continual improvement of service.
  • Develop and maintain effective working relationships with team members.
  • Demonstrate the ability to adapt and work with team members of various experience level.
  • Experience leading specific projects designed to assist with business process automation, customer insights and customer interaction.
  • Also, work closely with key client stakeholders manage projects, gather requirements, and other data points to drive continuous analysis and improvement.Participate in technical planning & requirements gathering phases including design, code, test, troubleshoot, and document engineering software applications.
  • Ensuring that technical software development process is followed on the project, familiar with industry best practices for software development.
  • Demonstrate the ability to adapt and work with team members of various experience level.
  • Collaborate with key application stakeholders across marketing, sales and service to document and prioritize business requirements for new and existing implementations of Dynamics 365 for Customer Engagement.
  • Analyze and select implementation options for business requirements.
  • Communicate and document requirements and processes with clients and team members.
  • Assist in the continuous improvement of the CRM application by documenting best practices, lessons learned, and creating training materials.
  • Ability to lead, prioritize, and support multiple requests and activities.
  • Support pre-sales pursuits and efforts.


  • Enthusiastic team player with strong communication, organization and project management, and interaction and goal setting skills.
  • Knowledge of sales management, advanced sales, marketing, and/or customer service business processes.
  • Must have technical proficiency and knowledge in Microsoft applications (Word, Excel, Outlook, etc.).
  • 3+ years Dynamics 365 for Sales or Customer Service or Dynamics CRM implementation experience.
  • Strong debugging, problem solving and investigative skills.
  • Experience with Agile/Scrum methodology.
  • Self-starter who can work independently.
  • Strong consulting and communication skills. Ability to work effectively with various organizations in pursuit of problem solutions. Client facing or consulting experience highly preferred.
  • Skilled problem solvers with the desire and proven ability to create innovative solutions.
  • Flexible and adaptable attitude, disciplined to manage multiple responsibilities and adjust to varied environments.
  • Future technology leaders- dynamic individuals energized by fast paced personal and professional growth.
  • Phenomenal communicators who can explain and present concepts to technical and non-technical audiences alike, including high level decision makers.
  • Knowledge and experience in developing software using agile methodologies.
  • Ability to communicate effectively via multiple channels (verbal, written, etc.) with technical and non-technical staff.
  • Nice to have - Current certification in Microsoft Dynamics 365 or ability to become certified.

Perficient full-time employees receive complete and competitive benefits. We offer a collaborative work environment, competitive compensation, generous work/life opportunities and an outstanding benefits package that includes paid time off plus holidays. In addition, all colleagues are eligible for a number of rewards and recognition programs including billable bonus opportunities. Encouraging a healthy work/life balance and providing our colleagues great benefits are just part of what makes Perficient a great place to work.