Key Responsibilities
- Lead requirements and discovery workshops with business and technical stakeholders
- Design and configure Dynamics 365 CE Sales
- Configure accounts, contacts, leads, opportunities, activities and sales pipelines
- Configure forms, views, business rules, security roles and business process flows
- Design and manage the Dataverse data model
- Deliver migration from the existing CRM into Dynamics 365 CE
- Manage data mapping, cleansing, deduplication, transformation and reconciliation
- Develop and test end-to-end sales processes and automation
- Support integrations with Zoom and Google Cloud Platform (GCP)
- Manage configuration, integration, regression and migration testing
- Lead/support UAT and defect resolution
- Create dashboards and reporting, including Power BI where required
- Deliver user training, documentation and technical handover
- Support go-live and post-migration validation
Essential Experience
- Minimum 3 years' hands-on Dynamics 365 CE Sales implementation experience
- Minimum 3 years' CRM migration experience into Dynamics 365 CE Sales
- Strong Dynamics 365 Sales configuration experience
- Strong knowledge of Microsoft Dataverse
- CRM migration, data mapping and data cleansing
- Business Process Flows
- Security roles and access controls
- Dynamics solution deployment
- Requirements gathering and solution design
- Integration and API experience
- End-to-end testing and UAT
- Experience delivering user training and technical handover
- Ability to independently deliver within a fixed 3-month project timeframe
Desirable
- Power Automate
- Power BI
- Zoom integration
- Google Cloud Platform/GCP
- Microsoft Power Platform
- Relevant Microsoft Dynamics 365/Power Platform certifications
- Experience within sport, hospitality or another fast-paced commercial environment
IR35 Status:
Not specified
Seniority Level:
Mid-Level