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About the Role
As a Dynamics 365 CRM Solution Engineer, you will lead AI transformation engagements with deep CRM domain expertise. Your role involves owning the technical win strategy and supporting AI Business Process Sales Specialists (SSPs) by building strong relationships with C-Suite executives, Business Decision Makers (BDMs), and Technical Decision Makers (TDMs), including CIOs, CTOs, and IT leaders. You will help customers achieve their goals through technical guidance, solution roadmaps, and competitive positioning to secure technical decisions.
Responsibilities
- Own the technical win strategy for each opportunity.
- Engage with Business Decision Makers (BDMs) and Technical Decision Makers (TDMs) to understand business priorities and objectives, translating them into a compelling solution vision.
- Leverage deep expertise in Dynamics 365 Sales & Service applications including Sales, Customer Service, Contact Center, Field Service, Customer Insights, AI Agents, and Copilot Studio to address business challenges, demonstrate value, and secure technical decisions.
- Lead customer envisioning workshops, whiteboard design sessions, and executive-level technical demonstrations across the Dynamics 365 portfolio, including Sales, Customer Service, Contact Center, Field Service, Customer Insights, Copilot Studio, and AI Agents, helping customers envision their future-state business processes.
- Lead Proof of Concept (POC) engagements for high-priority scenarios by documenting outcomes, validating solution requirements, and defining implementation approaches.
- Translate findings into detailed technical close plans, including migration strategies to Dynamics 365, recommended migration tooling, key milestones, and risk mitigation strategies to support successful handoff to SI and implementation partners.
- Demonstrate Microsoft's differentiated value in AI-powered CRM and business process solutions to secure technical wins against competitors such as Salesforce, Oracle, IFS, ServiceNow, and Amazon Connect.
- Anticipate and address technical blockers, including AI-related compliance, privacy, security, and governance concerns.
- Drive proof-based differentiation through architecture sessions, pilot deployments, and business value demonstrations that position Dynamics 365 as the preferred platform.
- Leverage the Microsoft partner ecosystem to extend and scale solution delivery throughout the sales cycle.
- Collaborate with Systems Integrators (SIs), ISVs, FastTrack, and strategic partners to support complex demonstrations, POCs, solution design activities, and co-innovation engagements that strengthen customer outcomes and sales success.
- Partner closely with the Customer Success Unit (CSU) and deployment teams to ensure customers realize measurable value from their Dynamics 365 investments.
- Establish deployment success plans that include agreed-upon business outcomes, adoption milestones, and success metrics.
- Drive early adoption of high-value consumption-based capabilities, including Copilot Studio and Dynamics 365 AI Agents, by capturing usage intent during the pre-sales process and incorporating it into the Technical Close Plan.
- Maintain expert-level technical and sales proficiency through ongoing learning and professional development.
- Complete 100% of required training and certification requirements within established timelines.
- Achieve and maintain Level 200 proficiency in consultative selling methodologies and Level 400 expertise across core Dynamics 365 workloads, enabling effective engagement with both executive business stakeholders and technical audiences.
- Share insights, best practices, and competitive learnings with the broader Solution Engineering community to accelerate field readiness, improve execution, and scale successful approaches across the organization.
- Serve as a technical thought leader by delivering enablement content, conducting architecture deep dives, and contributing to readiness events such as Community Calls, Field Advisory Boards, and Solution Engineering forums.
- Provide guidance on identifying, developing, and winning Dynamics 365 opportunities while helping elevate the technical capabilities of peers and stakeholders.
Requirements
- Master's Degree in Computer Science, Information Technology, or a related field AND 3+ years of technical pre-sales or technical consulting experience; OR Bachelor's Degree in Computer Science, Information Technology, or a related field AND 4+ years of technical pre-sales or technical consulting experience; OR 5+ years of technical pre-sales or technical consulting experience; OR Equivalent experience.
- 6+ years of technical pre-sales, technical consulting, technology delivery, or related experience, or equivalent experience.
- 4+ years of experience with cloud, hybrid, or on-premises infrastructure, architecture design, migrations, industry standards, and technology management.
- Experience in solution pre-sales for business applications, SaaS solutions, or similar enterprise technology platforms.
- Experience leading complex business application sales pursuits requiring orchestration of large, geographically dispersed virtual teams, including industry specialists, solution experts, partners, and account teams.
- Demonstrated expertise in solution-selling best practices, including: Customer discovery and needs assessment, Building and executing differentiated solution strategies, Value-based selling, Competitive positioning, Identifying, expanding, and accelerating solution opportunities.
- Understanding of commercial cloud offerings, including Microsoft Dynamics 365, competing CRM and customer engagement platforms, and related technology ecosystems.
Skills
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Contact Center
- Dynamics 365 Field Service
- Dynamics 365 Customer Insights
- Copilot Studio
- AI Agent solutions
- Cloud
- Hybrid
- On-premises infrastructure
- Architecture design
- Migrations
- Technology management
- Business applications
- SaaS solutions
- Enterprise technology platforms
- Solution-selling
- Microsoft 365
- Power BI
- Azure Architecture and Development
- Cloud Platform Technologies
- Information Security
- Enterprise Architecture
Location
- Canada
Work Type
- Full-time
Experience Level
- 3+ years
- 4+ years
- 5+ years
- 6+ years
Education Level
- Master's Degree in Computer Science, Information Technology, or a related field
- Bachelor's Degree in Computer Science, Information Technology, or a related field
- Relevant certifications may include Microsoft 365, Power BI, Azure Architecture and Development, Cloud Platform Technologies, Information Security, and Enterprise Architecture.
Salary/Compensations
- CAD $96,000 - CAD $177,600 per year
About the Company
- Our purpose is to empower organizations to transform the way they work by harnessing the full potential of artificial intelligence.
- We guide customers through the evolving digital landscape, enabling them to unlock new opportunities, enhance productivity, and deliver exceptional employee and customer experiences.
- By integrating advanced AI capabilities across devices, cloud platforms, and everyday business applications, we help organizations realize seamless, innovative, and secure solutions that drive sustained growth and success in the AI era.
Equal Opportunity
- Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.