The Role:

The CE Sr. Consultant is responsible for leading end‑to‑end implementations and optimizations of D365 Field Service for our clients. This role combines deep application expertise with strong consulting, solution design, and client‑facing skills to deliver scalable, high‑quality field service solutions.

Key Responsibilities:

• Lead workshops to gather and refine business requirements for field service, asset management, scheduling/dispatch, and mobile workforce scenarios.

• Design end‑to‑end Dynamics 365 CE Field Service solutions, including work orders, incident types, agreements, entitlements, assets, inventory, and resource scheduling.

• Configure and extend D365 Field Service, including the mobile app, resource scheduling optimization, and integration with related CE apps and external systems.

• Map current‑state processes, define future‑state service operating models, and translate requirements into functional designs and configuration.

• Own functional solution design documents, configuration workbooks, and test scenarios for field service processes.

• Collaborate with technical teams on integrations, data migration, and customizations (Power Platform, plugins, Azure services, etc.).

• Lead system testing, UAT, and production cutover activities for Field Service projects.

• Provide guidance and best practices on field service KPIs, SLAs, parts and inventory management, and technician productivity.

• Train super users, dispatchers, and field technicians on D365 Field Service and related CE applications.

• Support pre‑sales activities, including demos, solution proposals, estimations, and SOW input for Field Service opportunities.

• Mentor junior consultants and contribute to internal methodologies, accelerators, and knowledge assets focused on D365 Field Service.

Required Qualifications:

• 7+ years of hands-on experience with Microsoft Dynamics 365 CE / Dynamics CRM applications, with at least 3+ years focused specifically on Field Service implementations.

• Proven track record leading multiple full lifecycle D365 CE Field Service projects (from discovery through go‑live and hypercare).

• Strong functional knowledge of:

  • Work orders, incident types, service tasks, and service agreements

  • Resources, skills, crews, and resource scheduling (including RSO/FSO if applicable)

  • Assets, functional locations, and service history

  • Inventory, warehouses, parts management, and returns

  • Field Service mobile app implementation and adoption

• Solid understanding of core D365 CE concepts: security model, solutions, entities/tables, forms, views, business rules, and business process flows.

• Experience working with Power Platform components (Power Apps, Power Automate, Power BI) to extend Field Service capabilities.

• Strong consulting skills: requirements facilitation, process design, stakeholder management, and executive communication.

• Excellent written and verbal communication skills, with the ability to translate business requirements into clear functional designs.

Nice-to-Have Skills:

• Experience with other D365 CE applications, especially:

  • Customer Insights (data unification, segments, customer profiles, and journey‑driven service insights).

  • Sales (lead and opportunity management, quoting, forecasting, and hand‑off from sales to field service).

  • Project Operations (especially scenarios where projects, resources, and field delivery processes intersect).

• Experience designing cross‑app processes spanning Sales, Field Service, and Project Operations (e.g., opportunity‑to‑project‑to‑work‑order scenarios).

• Familiarity with integrating D365 CE Field Service with ERP solutions (e.g., D365 Finance & Supply Chain) for inventory, assets, and financials.

• Relevant Microsoft certifications, such as:

  • Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate (MB‑240)

  • Microsoft Certified: Dynamics 365 Customer Insights (Journeys/Data) or Sales Functional Consultant Associate

  • Microsoft Certified: Project Operations (or related project‑focused certification)

• Experience in industries with complex field service operations.

The Perks:

• Stellar Salary: Get ready to be rewarded handsomely, with a competitive OTE ranging from $110k - $130k USD per year. Your skills and experience are pure gold, and we want to show you the appreciation you deserve.

• Super Healthcare Benefits: Say goodbye to worries about medical, dental, and vision costs. We've got your back with access comprehensive healthcare coverage, and yours is covered!

• Retirement Treasure: Invest in your future with access to a 401(k)-retirement plan. Your financial security is important, and we're here to help you build it.

• Time to Chill: We believe in the power of relaxation. Enjoy generous paid time off for vacations, holidays, and those inevitable sick days. Work hard, but don't forget to play hard!

• Remote Work Magic: Embrace the freedom to work remotely from the location of your choice.

Who we are:

We've been on an exciting mission since 1987 to partner with customers as they transform and grow their businesses. As a Microsoft Solution Partner, we’re recognized as a top partner. We owe that success to our team of 150+ Microsoft Dynamics 365 and Power Platform solutions experts who pair business needs with system capabilities to create the recipe for success. We are continuously innovating to maximize our customers’ technology investments. From our IP products to our teams who always have a little fun, we are not your average ERP company.

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups are more likely to only apply to jobs if they meet 100% of the listed qualifications. Western Computer encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!