Dynamics 365 CRM Solution Engineer
Core
Orchestrating proof of concepts (POCs), envisioning workshops, and technical demonstrations to showcase the business value of Dynamics 365 Sales, Customer Service, Contact Center, Field Service, Copilot Studio, and AI Agent solutions.
Role type
Senior IC Dynamics 365 Solution Engineer (Pre-sales)
Builds
Dynamics 365 portfolio solutions including Sales, Customer Service, Contact Center, Field Service, Customer Insights, Copilot Studio, and AI Agents
Domain
Enterprise CRM and Customer Engagement
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure
Required skills
Dynamics 365 Sales & Service applications, Copilot Studio, AI Agents, solution pre-sales, cloud/hybrid/on-premises infrastructure, architecture design, migrations, technical consulting, consultative selling, stakeholder management
Preferred skills
AI-related compliance, privacy, security, and governance expertise, Level 200 proficiency in consultative selling, Level 400 expertise in core Dynamics 365 workloads
Technologies
Dynamics 365, Copilot Studio, AI Agents
Responsibilities
Lead customer envisioning workshops, whiteboard design sessions, and executive-level technical demonstrations; Lead Proof of Concept (POC) engagements by documenting outcomes and defining implementation approaches; Translate findings into detailed technical close plans including migration strategies and risk mitigation; Collaborate with Systems Integrators (SIs), ISVs, FastTrack, and strategic partners; Partner with Customer Success Unit to ensure customers realize measurable value; Drive early adoption of high-value consumption-based capabilities like Copilot Studio; Serve as a technical thought leader by delivering enablement content and conducting architecture deep dives
Seniority
Senior, hands-on IC
