Principal Software Engineer-Dynamics 365 Customer Engagement (CE)

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining a global team who cares not just about the work we do but also about each other. We are the makers problem solvers and future world builders who are creating stronger more sustainable communities. We dontjust talk about progress and innovation here we make it happen with our customers where we work and live. Together we are building a better world so we can all enjoy living in it.

Title: Principal Solution Architect - CE

Management Level: Individual Contributor

Job Summary:
Caterpillar is seeking an accomplished Solution Architect with deep expertise in Microsoft Dynamics 365 Customer Engagement (CE/CRM). This role will serve as a trusted technical authority shaping architectural decisions designing complex solutions and collaborating across product integration DevOps cloud infrastructure and development teams to deliver highquality applications.

The successful candidate will lead the Caterpillar Enterprise Resource Platform (ERP) template for Caterpillar Dealers architecting scalable and secure solutions while driving seamless integrations across enterprise systems. Beyond solution design the role includes mentoring engineering teams ensuring adherence to Microsoft standards and guiding organizations through digital transformation initiatives. A strong focus on performance governance and business value will be essential to achieving success in this position.

What You Will Do:

This role will lead the endtoend design development and delivery of scalable enterprise solutions across Microsoft Dynamics 365 Customer Engagement and Finance & Operations. Responsibilities span multiple modules including Sales Marketing Customer Insights Customer Service and Field Service. The Solution Architect will be accountable for designing building and implementing complex solutions that integrate seamlessly across these Dynamics 365 applications ensuring scalability performance and business value.

Key responsibilities include:

Enterprise Architecture Leadership

• Define and own the endtoend architecture for Dynamics 365 Customer Engagement (CE) across Sales Service Marketing and Field Service modules.
• Translate complex business requirements into scalable secure and highperforming solutions that align with organizational goals.
• Collaborate with architects business analysts and engineering teams to ensure technical strategy aligns with business priorities and product roadmap.

Development & Customization

• Drive plugin development workflows Power Automate flows JavaScript C# customizations.
• Establish and maintain coding standards ALM processes and code review guidelines to ensure quality and consistency.
• Oversee configuration customization and extensions using Power Platform (Power Apps Power Automate Power BI).

Integration Design & Delivery

• Design and implement integrations with Dynamics 365 F&O thirdparty systems and legacy applications using Dataverse APIs and Azure services (Logic Apps Service Bus Functions).
• Collaborate with functional consultants project managers and vendor partners to align solutions with business needs.

Data Security & Compliance

• Support data migration strategies security role design and compliance requirements.
• Ensure code quality performance optimization and adherence to technical governance standards.
• Conduct design reviews solution validation and ensure compliance with Microsoft standards.

Reusable Assets & Frameworks

• Develop reusable templates frameworks and accelerators to standardize solution delivery.
• Conduct workshops with business stakeholders to map requirements to native functionality or identify necessary customizations.

DevOps & Release Management

• Manage DevOps pipelines CI/CD and environment strategies for CE and Power Platform projects.
• Oversee release dependencies backlog refinement and sprint planning to ensure business value delivery.
• Monitor development costs and ensure efficient resource utilization.

Effective Communications

• Translate technical requirements from Dynamics 365 CE (Mandatory) and F&O (Preferred) into clear businessfriendly language.
• Lead workshops demos and discussions with finance supply chain sales service marketing IT and dealer stakeholders.
• Present and negotiate effectively to align different teams and priorities.
• Work collaboratively to build consensus and drive adoption across departments.

Innovation & Continuous Improvement

• Stay current with Microsoft technologies Dataverse and industry trends to inform strategic decisions.
• Ensure adherence to best practices in software engineering DevOps and solution governance.

What You Will Have:

Software Development

• Deep hands on experience with Dynamics 365 CE modules (Sales Customer Service Marketing Field Service).
• Strong background in solution development functional analysis and technical architecture design.
• Hands on with development tools: JavaScript/TypeScript C#/.NET PCF XRM Tooling Solution Packager.
• Practical experience with Power Platform (Power Apps Power Automate Power BI Dataverse).
• Experience in mobile application development.
• Estimates and monitors development costs based on functional and technical requirements.

Software Development Life Cycle

• Describes similarities and differences between life cycle for new product development vs. new release.
• Works with formal life cycle methodologies agile practices and performance tuning strategies.
• Interprets product development plans and functional documentation ensuring alignment with business goals.

Software Integration Engineering

• Expertise in integrations using Dataverse APIs and Azure services (Logic Apps Service Bus API Management).
• Skilled in designing integration strategies between CE ERP (D365 F&O) third party applications and legacy systems.
• Experience with designing data exchange interfaces to and from software products.
• Describes tools and techniques for extraction transformation and loading (ETL) of electronic data.
• Works with integrating software into customer or partner frameworks and infrastructures.

Software Product Design / Architecture

• Deep understanding of software architecture design patterns agile methodologies and performance optimization.
• Experience defining data models security frameworks and governance standards.
• Analyzes benefits and drawbacks of specific software designs and architectural alternatives.
• Proven ability to lead cross functional teams mentor developers and manage stakeholder expectations.

DevOps & Release Management

• Azure DevOps expertise: Git YAML pipelines CI/CD release management and test plans.
• Skilled in environment management monitoring release dependencies and ensuring compliance with Microsoft standards.
• Working knowledge of Azure tenant and environment management with experience in dealing with ISVs and IPs.

Data & AI Solutions

• Ability to design and deliver AI powered customer engagement solutions using Copilot Studio and AI Builder.
• Monitoring & testing expertise: Application Insights Kusto/Log Analytics Postman Swagger/OpenAPI.
• Extensive experience with data architecture solution frameworks and reusable accelerators.
• Innovation & Continuous Improvement
• Stays current with Microsoft technologies Dataverse Azure microservices and industry trends to inform strategic decisions.
• Ensures adherence to best practices in software engineering DevOps and solution governance.

Considerations for Top Candidates

• Enterprise CRM Delivery Proven track record of designing and delivering largescale Dynamics 365 CE implementations across Sales Customer Service and Field Service.
• Solution Architecture & Design Deep understanding of CE architecture design patterns and Agile methodologies with ability to translate business requirements into scalable technical solutions.
• Dynamics 365 CE Expertise Expertlevel experience in CE customization plugin development workflows Power Automate flows and upgradesafe extensions.
• Microsoft Development Stack Advanced proficiency /C# JavaScript and TypeScript for extending CE functionality and building custom components.
• Power Platform Integration Expertlevel experience embedding Power Apps Power BI dashboards and Power Pages into CE solutions to extend CRM capabilities.
• DevOps & Microservices Strong expertise in Azure DevOps pipelines CI/CD Git branching strategies and Azure microservices for scalable CE delivery.
• Microsoft Fabric & Middleware Extensive experience leveraging Microsoft Fabric and other middleware platforms for CE data integration orchestration and advanced reporting.
• Data & Solution Architecture Skilled in designing CE data models integration frameworks and reusable accelerators for Sales and Field Service projects.
• Programming & Database Skills Extensive experience with SQL and CE data entities ensuring optimized queries and efficient data management.
• Cloud & Environment Management Working knowledge of Azure tenant administration environment management and monitoring CE deployments across Dev/UAT/Prod.
• Integration Development Handson experience building APIs managing authentication flows and ensuring secure data exchange between CE and external systems.
• Industry Experience Exposure to Dealer and Rental industry processes with ability to tailor CE solutions to industryspecific requirements.
• Dual Write & ERP Integration Experience working with Common Data Services (Dual Write) to integrate CE with Dynamics 365 F&O modules including collaboration with ISVs and IPs.
• Agile Certifications (Optional) Certified in SAFe Product Owner/Product Manager (POPM) and Certified Scrum Professional Product Owner (CSP PO).
• Test Automation Expertise Extensive experience with modern testing frameworks for Dynamics 365 CE applications. Preferred exposure to Leapwork Azure App Testing Playwright with accepted proficiency in JMeter Ranorex Selenium or equivalent platforms to validate customizations integrations and performance across Sales and Field Service modules.

Experience :

• 1517 years of demonstrated work experience in ERP technologies with 10 years in Dynamics 365 CE/CRM
• Proven track record as Technical Lead / Solution Architect in 10 full cycle CE implementations
• Experience with Agile/Scrum/SAFe methodologies PI planning and DevOps practices.
• Exposure to global rollouts multi entity implementations and regulatory compliance.

Certifications (Preferred) :

• PL 600: Microsoft Power Platform Solution Architect
• MB-210: Dynamics 365 Sales Functional Consultant Associate
• MB-220: Dynamics 365 Marketing Functional Consultant Associate
• MB-230: Dynamics 365 Customer Service Functional Consultant Associate
• MB-240: Dynamics 365 Field Service Functional Consultant Associate

Additional Details:
Ability to travel up to 20% - typically to Cat Digital hubs and/or Dealers in various regions

Posting Dates:

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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