Summary: The D365 Functional Consultant (Integration Focus) role is a contract position focused on optimizing Mercury CRM and Microsoft Dynamics 365 within a business transformation program. The consultant will be responsible for redesigning workflows, enhancing automation and reporting, and managing a finance integration project. This position requires hands-on experience in CRM configuration, systems integration, and stakeholder engagement. The role offers hybrid working arrangements in London and WFH options.
Key Responsibilities:
- Optimize Mercury CRM and Microsoft Dynamics 365
- Redesign approval workflows and improve automation
- Deliver a Mercury-to-Tempest finance integration project
- Engage with operational, finance, and technology stakeholders
- Support data migration, validation, and reconciliation
- Provide UAT, go-live, and cutover support
Key Skills:
- Microsoft Dynamics 365 CE administration or functional consulting experience
- CRM workflow and approval process redesign
- CRM-to-finance system integration project delivery
- Data migration, validation and reconciliation experience
- Process mapping and business analysis skills
- Power Automate and Power Apps experience
- Stakeholder engagement across operations, finance and sales teams
- Mercury CRM experience (highly desirable)
- Recruitment technology sector experience (highly desirable)
- Tempest experience (highly desirable)
- SourceWhale experience (highly desirable)
- Reporting and dashboard development (highly desirable)
- Knowledge of recruitment compliance workflows (highly desirable)
Salary (Rate): £550 per day
City: London
Country: UK
Working Arrangements: hybrid
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
D365 Functional Consultant (Integration Focus) - OUTSIDE IR35 - Hybrid working London & WFH
We're supporting a growing business undertaking a key CRM and business systems transformation programme. This Outside IR35 contract will focus on optimising Mercury CRM and Microsoft Dynamics 365, redesigning approval workflows, improving automation and reporting, and delivering a critical Mercury-to-Tempest finance integration project. The successful consultant will bring hands-on experience of CRM configuration, workflow automation, systems integration, data migration and business process improvement. You'll work closely with operational, finance and technology stakeholders to deliver meaningful change, improve internal capability and reduce reliance on external CRM support.
Essential
- Microsoft Dynamics 365 CE administration or functional consulting experience
- CRM workflow and approval process redesign
- CRM-to-finance system integration project delivery
- Data migration, validation and reconciliation experience
- Process mapping and business analysis skills
- Power Automate and Power Apps experience
- UAT, go-live and cutover support
- Stakeholder engagement across operations, finance and sales teams
Highly Desirable
- Mercury CRM experience
- Recruitment technology sector experience
- Tempest experience
- SourceWhale experience
- Reporting and dashboard development
- Knowledge of recruitment compliance workflows
If you're interested in this role please send your CV to (see below)