• Partner with client stakeholders to co-create a shared vision, learning how teams work today and identifying opportunities, including AI and automation to elevate and streamline processes. • Lead discovery to uncover requirements, analyze current-state processes and roles, and translate needs into clear features, user stories, and a prioritized backlog. • Guide clients as their primary functional advisor, offering best practices across Dynamics 365 CE, Power Platform, and change adoption. • Develop future-state solution designs that reflect business goals across workflows, data models, reporting, security, and integrations. • Document functional specifications, design decisions, and future-state processes to ensure alignment and clarity across teams. • Maintain and structure requirements in Azure DevOps using Epics, Features, and Tasks, and writing clear, actionable User Stories with measurable Acceptance Criteria to ensure alignment and high-quality delivery. • Configure Dynamics 365 CE modules to optimize workflows and empower users, always grounding configuration choices in people and process first and then technology. • Customize entities, forms, views, workflows, business rules, dashboards, and reports to reflect client-specific needs, while identifying opportunities to leverage AI/Copilot and Power Platform tools. • Establish data governance, security roles, compliance standards, and environment best practices that support sustainable operations. • Collaborate closely with solution architects, developers, and external partners to integrate D365 CE with EPR, marketing, service, or other business systems. • Adapt delivery practices within the Proven Process to fit each client’s culture, pacing, and readiness. • Validate solutions through functional testing grounded in the business processes and defined success criteria. • Lead stakeholder demonstrations that reinforce understanding, alignment, and confidence in the solution, translating technology choices into business impact. • Participate in project planning and checkpoint ceremonies, offering functional insight that ensures predictable, low-friction delivery across teams. • Support readiness and cutover planning by making sure people, process, and technology changes are understood and aligned. • Drive user adoption through targeted enablement, delivering training, workshops, and hands-on support that equips people to succeed on day one. • Monitor system performance and business usage, recommending improvements that enhance scalability, efficiency, and process maturity over time. • Maintain a continuous-improvement mindset, guiding clients on new Dynamics 365 and Power Platform capabilities, modernization opportunities, and evolving AI-driven enhancements.