[Remote] D365 Customer Success Engineer
Note: The job is a remote job and is open to candidates in USA. Exain Labs is seeking a D365 Customer Success Engineer to support customers in optimizing their Dynamics 365 and Power Platform implementations. The role involves assessing customer environments, providing recommendations for improvement, and delivering high-quality service to enhance system reliability and performance.
Responsibilities
- Assess customer Dynamics 365 Customer Engagement and Power Platform implementations across architecture, configuration, integrations, and environment setup
- Ability to assess Dynamics 365 and Power Platform security and access models, including security roles, Business Units, teams, and user permissions
- Evaluate the effectiveness of customer health, operational processes and environment administration practices
- Conduct in‑depth technical analysis of Dynamics 365 Customer Engagement apps, Dataverse structures, and app configuration
- Review and enhance customer solution quality by contributing feedback to offering, validating implementation patterns, and strengthening application health through best‑practice guidance
- Identify risks, blockers, misconfigurations, and performance issues across D365 Customer Engagement infrastructure, customizations (plugins, workflows, JavaScript, C#), data models, integrations, and overall environment health
- Recommend improvements aligned with Microsoft best practices for Dynamics 365, Dataverse, Power Apps, Power Automate, platform governance, ALM processes, and enterprise CRM modernization
- Deliver professional, customer‑facing documentation summarizing health assessment findings, environment configuration reviews, and recommended next steps for long‑term platform success
Skills
- Minimum 5+ years of hands-on experience in the following areas:
- Up to date product knowledge and familiarity with Dynamics 365 modules
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Field Service
- Up to date knowledge on the foundational technologies for Dynamics 365 and the Power Platform
- Dataverse
- Power Apps
- Power Automate
- Power Platform admin center
- Model Driven app Administration, Customization and Integration experience
- Proven ability to assess and design effective Major Incident Response Plans (MIRPs) that align with operational SLAs and business risk tolerances
- Experience in business continuity planning, incident response coordination, and process maturity assessments
- Excellent communication and documentation skills for technical and executive stakeholders
- Background in technical consulting or assessment-based delivery engagements
- Power Platform Model App Certification PL-7003 or relevant experience
- Dynamics 365 Fundamentals (CRM) MB-910 or relevant experience
- One of the following or relevant experience:
- Dynamics 365 Customer Experience Analyst MB-280
- Dynamics 365 Field Service Functional Consultant MB-240
- Familiarity with compliance frameworks such as ISO 22301, NIST SP 800-34, or SOC 2 Type II in the context of operational resilience
- Application Lifecycle Management for Dynamics 365 & Power Platform apps & solutions
- Prior experience supporting regulated industries (e.g., finance, healthcare, government) with stringent uptime, data protection, or continuity mandates
- Power Automate PL-200 Power Platform Functional Consultant Associate or relevant experience
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