Long View Systems

Role Description We are looking for a professional and engaging Dynamics 365 Customer Engagement Solution Architect for our Data & Dynamics team to be based out of our Toronto, Vancouver, Edmonton, or Calgary branch! - Support Long View’s Business Applications and Data Modernization portfolio with assessments, solution design, and implementation of Microsoft Dynamics Customer Engagement/ Dynamics 365 solutions. - Map overall design to client requirements and systems, ensuring solutions align with business goals and processes, and fit within the enterprise context. - Participate with the implementation delivery team to develop a solution proposal that includes scope, assumptions, implementation plan, and technology solution options to meet project goals as well as longer-term needs. - Provide pre-sales technical assistance, demonstrations, and product education as required. - Develop estimates, Statements of Work (SOWs) and proposals that outline professional services required to meet client requirements. Qualifications - 5+ years of Microsoft Dynamics 365 Customer Engagement implementation experience with experience in other MS Dynamics modules. - 3+ years’ experience implementing and using Dynamics 365 CE Field Service/Microsoft CRM. - 3+ years of consulting experience. - Extensive experience with Microsoft Dataverse and Power Platform. - Experience using Azure DevOps for gathering and documenting business processes and requirements for the system with key business users. - Experience with SDK and 3rd party tools such as XRM Toolbox for the administration of Customer engagement system. - Knowledge in Dynamics 365 CE Field Service/Microsoft CRM and understanding of business processes. Requirements - Dynamics 365 Certifications such as Dynamics 365 Fundamentals. - Dynamics 365 for Field Service Functional Consultant. - Dynamics 365 for Customer Services Functional Consultant. - Dynamics 365 for Sales Functional Consultant. - Power Platform Fundamentals. - Power Platform Developer. Benefits - Great people and culture. - Comprehensive benefits plan. - Career Growth – Permanent staff positions, paid training, career life planning, and relocation and travel opportunities. - Interesting Work – Be part of exciting projects while accessing all the latest technologies. - Flexible Environment – A workplace that values the importance of flexibility for personal/professional growth, happiness, and wellness. - $122,360 - $150,000 a year Expected Salary Range plus 15% Variable earnings.

• Work with customers and internal stakeholders including clients, Business Analysts, Developers, and other Architects to define customer solutions and deliver engagements that are innovative and exceed business requirements • Design and implement D365 CE solutions to solve client requirements and challenges • Provide pre-sales technical assistance, demonstrations, and product education as required • Meet with clients to determine needs and/or identify problem areas • Support development of estimates, Statements of Work (SOWs), and proposals which outline professional services required to meet client requirements • Analyze complex requirements and develop IT strategies and multi-technology solutions leveraging Dynamics 365 CE and the Power Platform (Power Apps, Power Automate, Power BI) aligned with industry best practices • Stay abreast of changes and opportunities as they pertain to Dynamics 365 CE and the Microsoft Power Platform • Focus on best practices for organizational change management and user adoption • Follow Agile best practices using Azure DevOps including contributing to the creation and grooming of a program backlog of features and tasks • Create relevant documentation including conceptual design, solution architecture, data models, integration designs, as-built diagrams, knowledge transfer materials, FAQs, and transition to operations information

• Partner with clients and internal stakeholders to design and deliver customer-centric Dynamics 365 CE solutions • Facilitate requirements gathering workshops, business process reviews, and fit-gap analysis sessions • Configure and implement Dynamics 365 CE applications across Sales, Customer Service, Field Service, and related modules • Build and enhance solutions using the Microsoft Power Platform, including Model-Driven Apps, Canvas Apps, Power Automate, and Dataverse • Design and support integrations between Dynamics 365, Microsoft 365, Azure services, and third-party systems • Contribute to API and integration design using tools like Logic Apps, Azure Functions, and Power Platform connectors • Configure business rules, workflows, forms, dashboards, and security models within Dynamics 365 CE • Support data migration, deployment activities, and maintain data quality standards • Participate in testing cycles (SIT, UAT) and validate solutions meet business requirements • Provide post-go-live support, troubleshoot issues, and drive continuous improvement while promoting best-practice, low-customization solutions

• Build and maintain trusted advisor relationships with client stakeholders. • Lead executive and steering committee meetings. • Understand client business objectives and align solutions to strategic priorities. • Manage stakeholder expectations and drive customer satisfaction. • Oversee a portfolio of Dynamics 365 implementation and transformation programs from initiation through deployment. • Ensure scope, schedule, budget, quality, and risk objectives are achieved. • Coordinate activities across business, functional, technical, and project teams. • Facilitate issue resolution and decision-making processes. • Collaborate with Solution Architects and Delivery Leads to ensure successful solution execution. • Monitor project health, risks, dependencies, and resource requirements. • Ensure adherence to delivery methodologies, governance standards, and best practices. • Support change management and organizational adoption initiatives. • Identify opportunities for additional services and business value realization. • Support account planning, opportunity development, and proposal activities. • Participate in discovery workshops, assessments, and executive presentations. • Contribute to revenue growth and client retention strategies. • Monitor engagement profitability, forecasts, and resource utilization. • Manage contract compliance, scope management, and change requests. • Ensure achievement of financial and operational objectives.

• Support D365 Business Central portfolio by working with customers and internal stakeholders (business clients, business analysts, developers, architects, other consultants), defining customer solutions, and delivering engagements that are innovative and exceed business requirements • Hands on code development for new features, enhancements and bug fixing in D365 BC • Own Microsoft Dynamics 365 BC development pipeline • Provides technical solutions in the form of software products, customizations, and integrations to meet business needs within D365 BC • Promotes the reusability of technical components and the adoption of standard functionalities • Maintain D365 critical technical documentation up to date such as customizations, integrations, and core configurations

• The role of the D365 F&O Technical Architect designs, architects and implements solutions with Dynamics 365 Customer Engagement modules • Support Long View’s Business Applications D365 F&O portfolio by working with customers and internal stakeholders (business clients, business analysts, developers, other architects), defining customer solutions and delivering engagements that are innovative and exceed business requirements • Analyze complex requirements and develop IT strategies and multi-technology solutions that are aligned with industry-accepted best practices • Create relevant documentation as required including conceptual design, logical and physical designs, bill of materials, as-built diagrams, knowledge transfer materials, FAQs, and transition to operations information • Develop and implement solutions for the D365 F&O

• Submit fully documented customer issues into a ticket management system • Analyze the symptoms, determine the urgency and where possible, provide resolution to the issue • Dispatch an incident to the appropriate Tier II support group when first call resolution is not possible, and manage the incident through its lifecycle • Understand and assist with all internal and external escalations • Continue to look for process improvement opportunities, and follow up with peers and leads in improving service delivery

• Submit fully documented customer issues into a ticket management system • Analyze the symptoms, determine the urgency and where possible, provide resolution to the issue • Dispatch an incident to the appropriate Tier II support group when first call resolution is not possible, and manage the incident through its lifecycle • Understand and assist with all internal and external escalations • Continue to look for process improvement opportunities, and follow up with peers and leads in improving service delivery

• Submit fully documented customer issues into a ticket management system • Analyze the symptoms, determine the urgency and where possible, provide resolution to the issue • Dispatch an incident to the appropriate Tier II support group when first call resolution is not possible, and manage the incident through its lifecycle • Understand and assist with all internal and external escalations • Continue to look for process improvement opportunities, and follow up with peers and leads in improving service delivery

• Lead, coach, and inspire the sales team to achieve and exceed targets in the mid-market and corporate sectors, ensuring sustainable growth and a winning culture across the Western US. • Drive a high-performance prospecting and acquisition strategy, fostering a collaborative, competitive, and accountable team environment. • Collaborate with the Branch Manager, Practice Directors and services teams to align sales efforts with key solution offerings, maximizing project services utilization and client value. • Oversee accurate and timely sales reporting and forecasting in CRM, leveraging analytics to inform strategy and drive continuous improvement. • Cultivate and expand strategic partnerships with top industry leaders, including Microsoft, Databricks, Cisco and others to deliver innovative solutions and joint go-to-market programs. • Work collaboratively with internal marketing, external partners, and practice leads to design and execute high-impact lead generation campaigns, marketing initiatives, and industry events. • Lead and participate in weekly account review and coaching sessions, empowering account managers to develop top-tier client relationships and close complex deals. • Demonstrate a strong ability to articulate the business value of AI assets and advanced technology solutions to clients, educating and enabling the sales team to position and sell these services effectively. • Stay abreast of industry trends, emerging technologies, and competitive dynamics in the Western US, continuously refining sales strategies to capture new opportunities.