The Dynamics 365 Customer Service & Omnichannel Consultant is responsible for delivering functional consulting across the Dynamics 365 Customer Service and Omnichannel workloads. This role works directly with clients to design and optimize case management, contact center operations, routing strategies, and multi-channel engagement using Microsoft’s Customer Service and Omnichannel capabilities.
Responsibilities
Lead workshops with business and contact center stakeholders to gather requirements related to Customer Service and Omnichannel processes.
Design and configure Dynamics 365 Customer Service features including:
Case management
Queues and routing rules
SLAs and entitlements
Knowledge management
Customer Service workspace
Implement Omnichannel capabilities such as:
Live chat
Voice
SMS and social channels
Unified routing
Workstreams, sessions, and agent scripts
Supervisor dashboards and real-time insights
Define and optimize end-to-end customer interaction flows.
Collaborate with technical teams on integrations (IVR/telephony, bots, backend systems), data migration, Power Automate flows, and custom solutions.
Advise clients on best practices, governance, and the Microsoft Customer Service & Omnichannel roadmap.
Assist in pre-sales activities by preparing demos and solution overviews when required.
Qualifications
8-10 years of experience implementing Dynamics 365 Customer Service and/or Omnichannel solutions.
Strong functional understanding of contact center operations, case management, and multi-channel communication processes.
Hands-on experience configuring:
Queues, routing rules, SLAs
Knowledge base
Omnichannel workstreams, channels, and unified routing
Agent experiences (Agent Workspace, Customer Service Workspace)
Familiarity with Power Platform and Dataverse (Power Automate, Power Apps).
Experience facilitating workshops, documenting requirements, and designing functional solutions.
Excellent communication and client-facing skills.