Role Overview:
We are seeking a highly skilled Solution Architect with strong expertise in Microsoft Dynamics 365 Customer Engagement (CE), particularly across Customer Service, Customer Insights, Contact Center, Omnichannel, and integration with Azure & Power Platform.
The ideal candidate will understand customer requirements, design modern digital customer experience solutions, support crafting compelling proposals, and collaborate with sales teams to win strategic opportunities.
Key Responsibilities:
1. Requirement Discovery & Analysis
- Engage customers through workshops, interviews, and assessments.
- Identify business pain points, process gaps, and improvement opportunities.
- Translate business requirements into high-level architectural recommendations.
2. Solution Architecture (Microsoft Dynamics 365 & Power Platform)
- Design end-to-end solutions leveraging:
- Dynamics 365 Customer Service
- Omnichannel for Customer Service
- Customer Insights (Data & Journeys / Real-Time Marketing)
- Contact Center solutions (native or integrated, including voice, chat, bots)
- Power Platform (Power Apps, Power Automate, Power Virtual Agents)
- Azure components (Azure Communication Services, Azure Logic Apps, Functions, AI Builder, OpenAI integration)
- Prepare conceptual and logical architecture diagrams.
- Define integration patterns across ERP, CRM, data platforms, and third-party systems (CTI, telephony, social channels).
- Provide solution accelerators, best practices, and governance recommendations.
3. Product Demonstration & Customer Presentation
- Deliver persuasive demos for D365 Customer Service, Omnichannel, and Customer Insights.
- Configure demo environments tailored to industry-specific scenarios.
- Present solution decks, handle technical Q&A, and support client presentations with the sales team.
- Represent the technical vision in RFPs, RFIs, tenders, and customer pitches.
4. Proposal Development
- Create professional, visually compelling proposals, including:
- Solution overview & approach
- Architecture, process flows & user journeys
- Implementation roadmap & project timeline
- Value propositions, ROI and measurable business benefits
- Competitive differentiators and unique selling points
- Work with delivery teams to finalize scope, effort estimations, and pricing.
5. Innovation, Enablement & IP Development
- Develop reusable templates, frameworks, demo scripts, and industry-specific solution blueprints.
- Stay updated on Microsoft Biz Apps roadmap, wave releases, and new features.
- Mentor internal teams on new capabilities in Dynamics 365 and the Power Platform.
Required Skills & Experience:
Technical Expertise
- 7+ years in Microsoft Dynamics 365 CE / CRM implementations or solution architecture.
- Strong hands-on experience in:
- D365 Customer Service core modules
- Omnichannel for Customer Service (voice, chat, SMS, WhatsApp, social channels)
- Customer Insights (Data & Journeys)
- Power Platform automation and bots
- Contact Center integrations (Azure Communication Services, Genesys, Five9, or equivalent)
- Knowledge of:
- Microsoft Dataverse
- Security model, governance, and ALM
- Integrations using REST APIs, Azure Integration Services
- AI Builder, Copilot, and Azure OpenAI-driven conversational experiences
Soft Skills
- Exceptional communication (verbal & written).
- Excellent presentation skills: ability to present to CXOs and technical teams.
- Strong client engagement, negotiation, and stakeholder management.
- Strong storytelling ability—translating technology into business value.
- Ability to handle multiple deliverables concurrently.
- Team player, proactive thinker, and high attention to detail.
Preferred Qualifications
- Microsoft certifications:
- D365 Customer Service Functional Consultant Associate
- Dynamics 365 Fundamentals (CRM)
- Power Platform Functional Consultant
- Customer Data Platform Specialist (Customer Insights)
- Experience with cloud-based contact center solutions.
- Knowledge of industry-specific customer service processes (banking, insurance, telco, public sector).