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:
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:
Deep hands‑on and advisory experience with Dataverse.
Advanced experience with:
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.
#LI-Remote #USA
Basic Salary:
The base salary range for this position is $110k-$140k, plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies.
Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program, 401(k) retirement plan, paid time off and holidays, and paid learning days.
The deadline to apply for this position is 6/10/2026. This position is for an existing, immediate vacancy. We are currently seeking to fill this role with an individual who can start as soon as possible.
As part of the hiring process, candidates may be required to undergo background screening and identity verification, where permitted by applicable law and consistent with the requirements of the role. Certain verification processes used by the Company or its service providers may involve technologies that rely on biometric identifiers or biometric information, where permitted by law. If biometric identifiers or biometric information are collected, used, or stored, the Company will provide the legally required disclosures and obtain any required written consent prior to such collection, and will handle such information in accordance with applicable biometric privacy laws and Company policies.
Physical and Mental Requirements
The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.
Equal Employment Opportunity
Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.
For more information regarding your EEO rights as an applicant, please visit the following websites:
Accommodation
Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting
[email protected]. All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.
Artificial Intelligence
As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.
Work Authorization
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
For further information on available work states and Equal Employment Opportunity as an applicant, please visit: https://jobs.concentrix.com/north-america-equal-employment-opportunity-information/
At Concentrix, we provide customer experience solutions that may involve handling sensitive data. As part of our hiring process, all candidates must undergo a background check in accordance with applicable law, which will include identity verification and employment eligibility.
#LI-Remote #USA
#ConcentrixCatalyst
Physical and Mental Requirements:
The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.
Equal Employment Opportunity:
Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.
For more information regarding your EEO rights as an applicant, please visit the following websites:
Accommodation:
Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting [email protected]. All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.
Artificial Intelligence:
As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.
Work Authorization:
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE
