Dynamics 365 Engineering Specialist (Hybrid)

We're seeking someone to join our Power Platform Engineering team as a Dynamics 365 Engineering Specialist in Application Infrastructure to support the onboarding and enablement of new customer use cases on the firm's Dynamics 365 Customer Service platform. This role focuses on hands-on configuration, integration support, and day-to-day technical guidance for internal teams adopting Dynamics 365 Customer Service in alignment with established platform standards and governance.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering position at Vice-President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs.
 

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

What you'll do in the role:

• Support the onboarding of new customer and business use cases onto existing Dynamics 365 Customer Service environments.

• Act as a day-to-day technical contact for teams using Dynamics 365 Customer Service, providing guidance on:

  • Customer Service capabilities and constraints (e.g., cases, queues, SLAs, routing)

  • Configuration options and recommended usage patterns

  • Common integration and customization approaches

• Assist with Dynamics 365 Customer Service configuration, including:

  • Case management configuration

  • Entities (tables), forms, views, queues, and workflows

• Support customer workflow automation using Power Automate, following established patterns and governance.

• Assist with light Power Apps configuration or extensions where needed to support Customer Service scenarios.

• Support integration of Dynamics 365 Customer Service solutions with other enterprise systems, following approved architectural patterns and guidance.

• Ensure use cases align with existing security, compliance, and governance requirements, escalating exceptions when appropriate.

• Assist with solution packaging, deployment, and environment lifecycle activities under defined release and change processes.

• Partner with senior engineers, platform teams, and support groups to resolve onboarding, configuration, or operational issues.

• Contribute to documentation, FAQs, and onboarding materials to improve the Customer Service adoption experience.

• Identify recurring issues or friction points in Customer Service onboarding and raise them to senior team members for continuous improvement.

What you'll bring to the role:
 

• 6+ years of experience in software engineering, including 3+ years of hands-on experience working with Microsoft Dynamics 365 Customer Service in a professional or enterprise environment.

• Working knowledge of Dynamics 365 fundamentals, including:

  • Customer Service applications (case management, queues, SLAs)

  • Model driven applications

  • Dataverse concepts

  • Solutions and basic environment separation

• Working experience with Power Platform, including building or supporting basic flows with Power Automate used alongside Dynamics 365.

• Working experience with Power Apps, particularly model driven apps or light app extensions.

• Experience supporting multiple users or teams on a shared Dynamics 365 platform.

• Strong ability to explain technical concepts clearly to non-expert users and customer teams.

• Familiarity with basic integration concepts involving Dynamics 365 and external systems.

• Understanding of platform guardrails, including environment usage, controlled customization, and solution lifecycle management.

• Strong collaboration skills and willingness to work within established standards and guidance.

• Ability to balance responsiveness to customers with platform stability, security, and control requirements.

• Basic understanding of governance concepts such as environment strategy, managed solutions, or controlled connectors is a nice to have.

• Exposure to Copilot Studio or any other AI tool, including building or supporting conversational experiences integrated with Dynamics 365 or Dataverse is a plus.

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

Build a career with impact. Visit morganstanley.com for more information.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.