Functional Consultant
Posted Today by Osmii
Negotiable
Undetermined
Hybrid
London Area, United Kingdom
Summary: The role of Senior Dynamics 365 CRM Functional Consultant involves enhancing CRM capabilities for a high-profile banking project. The consultant will engage with senior business bankers to translate complex requirements into innovative solutions, leveraging expertise in Dynamics 365 modules and Power Platform. This position requires a proactive professional with extensive experience in CRM functionalities and stakeholder management. The role is hybrid, requiring 2-3 days on-site weekly in London.
Key Responsibilities:
- Stakeholder Engagement: Directly interact with and manage relationships with senior business bankers and stakeholders to meticulously capture and refine requirements.
- Solution Design & Prototyping: Lead the design and prototyping of comprehensive solutions within sandbox environments, including table creation and meticulous configuration of security roles and positions.
- Module Expertise: Leverage in-depth experience across Dynamics 365 Sales, Service, and Field Service modules to optimize functionality.
- Power Platform Integration: Utilize your strong understanding of Power Platform capabilities to enhance and extend Dynamics 365 functionality, including the creation of intricate Power Automate flows.
- Low-Code Configuration: Perform hands-on low-code configuration to build and adapt CRM solutions efficiently.
- Reporting & Analytics: Develop effective Out-of-the-Box (OOTB) Dashboards and integrate seamlessly with Power BI to deliver crucial business insights.
- Innovative Feature Adoption (Bonus): Apply real-life experience or a keen understanding of leveraging Microsoft Copilot and Agentic AI to drive cutting-edge CRM enhancements.
Key Skills:
- Senior-Level Experience: Proven track record as a Dynamics 365 Functional Consultant with extensive experience (5+ years preferred).
- Product Module Expertise: Deep, positive experience with Dynamics 365 Sales, Service, and Field Service modules.
- Platform Acumen: Strong understanding of the Dynamics 365 platform features and how to leverage Power Platform for enhancements.
- Prototyping & Configuration: In-depth experience with sandbox prototyping, table creation, and security role/position configuration.
- Power Automate: Proven ability to create and manage Power Automate flows.
- Dashboarding: Experience with OOTB Dashboards and Power BI dashboard creation.
- Stakeholder Management: Excellent interpersonal skills and demonstrated ability to manage senior stakeholders, particularly within a banking environment.
- Communication: Exceptional communication skills for capturing requirements and presenting solutions.
- Scripting: A strong plus if you possess scripting capabilities.
- AI Knowledge: A plus if you have real-life experience or a good understanding of Copilot and Agentic AI in a Dynamics context.
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: IT
Senior Dynamics 365 CRM Functional Consultant London (Hybrid - 2-3 days onsite weekly) 6 Months
Are you a highly experienced Dynamics 365 CRM Functional Consultant ready to make an immediate impact on a high-profile project within the banking sector? We're seeking a senior-level consultant to join our client's team, focusing on enhancing their critical CRM capabilities. This role is ideal for a proactive and experienced professional with deep expertise across Dynamics 365 Sales, Service, and Field Service modules. You'll play a pivotal role in translating complex business needs into robust, innovative CRM solutions, working directly with senior business bankers.
Key Responsibilities:
- Stakeholder Engagement: Directly interact with and manage relationships with senior business bankers and stakeholders to meticulously capture and refine requirements.
- Solution Design & Prototyping: Lead the design and prototyping of comprehensive solutions within sandbox environments, including table creation and meticulous configuration of security roles and positions.
- Module Expertise: Leverage in-depth experience across Dynamics 365 Sales, Service, and Field Service modules to optimize functionality.
- Power Platform Integration: Utilize your strong understanding of Power Platform capabilities to enhance and extend Dynamics 365 functionality, including the creation of intricate Power Automate flows.
- Low-Code Configuration: Perform hands-on low-code configuration to build and adapt CRM solutions efficiently.
- Reporting & Analytics: Develop effective Out-of-the-Box (OOTB) Dashboards and integrate seamlessly with Power BI to deliver crucial business insights.
- Innovative Feature Adoption (Bonus): Apply real-life experience or a keen understanding of leveraging Microsoft Copilot and Agentic AI to drive cutting-edge CRM enhancements.
Skills & Experience Required:
- Senior-Level Experience: Proven track record as a Dynamics 365 Functional Consultant with extensive experience (5+ years preferred).
- Product Module Expertise: Deep, positive experience with Dynamics 365 Sales, Service, and Field Service modules.
- Platform Acumen: Strong understanding of the Dynamics 365 platform features and how to leverage Power Platform for enhancements.
- Prototyping & Configuration: In-depth experience with sandbox prototyping, table creation, and security role/position configuration.
- Power Automate: Proven ability to create and manage Power Automate flows.
- Dashboarding: Experience with OOTB Dashboards and Power BI dashboard creation.
- Stakeholder Management: Excellent interpersonal skills and demonstrated ability to manage senior stakeholders, particularly within a banking environment.
- Communication: Exceptional communication skills for capturing requirements and presenting solutions.
- Scripting: A strong plus if you possess scripting capabilities.
- AI Knowledge: A plus if you have real-life experience or a good understanding of Copilot and Agentic AI in a Dynamics context.