Key Responsibilities
The Fellowship Network Intelligence Pilot aims to establish a trusted and structured view of Fellowship information, covering Fellows' expertise, interests, appointments, availability, engagement, consent, and relationship ownership. The solution will use the Academy's existing Microsoft Dynamics 365, Dataverse, SharePoint, and related source-system landscape
The Microsoft Dynamics 365 CRM Functional Consultant will lead functional discovery, requirements analysis, process design, backlog definition, configuration support, testing, and business validation for the Fellowship Network Intelligence Pilot.
The consultant will work closely with Academy business stakeholders, data owners, technical teams, the D365 Solution Architect, developers, and testers to translate Fellowship engagement requirements into practical Microsoft Dynamics 365 and Dataverse capabilities.
The role will contribute across all three areas of the engagement:
1. Current-state assessment and pilot design
2. Fellowship data model, identity reconciliation, and analytics
3. Future backlog and roadmap
Key Skills & Experience
- Conduct business workshops and translate requirements into Dynamics 365 CRM functional requirements, user stories and acceptance criteria.
- Assess the existing Dynamics 365 and Dataverse configuration, including tables, forms, views, business processes, security and reporting.
- Perform fit-gap analysis and recommend standard Dynamics 365 capabilities to meet business requirements.
- Design and configure Dataverse tables, relationships, fields, forms, views, business rules and workflows.
- Define and configure Fellow profiles, including expertise, interests, role, sector, location, availability and relationship information.
- Define functional requirements for record matching, duplicate detection, identity reconciliation and controlled record merging.
- Configure and validate Dynamics 365 security roles, access controls, field-level security, auditing and data provenance.
- Configure search, advanced filters, views, charts and dashboards, including the Find-a-Fellow capability.
- Define and configure interaction management, engagement history and relationship ownership/stewardship.
- Work closely with the D365 Solution Architect, Technical Lead and Developers to translate functional designs into CRM solutions.
- Prepare functional test scenarios and support SIT, regression testing, UAT, defect triage and business sign-off.
- Conduct solution demonstrations/playbacks, capture business feedback and manage functional refinements.
- Maintain the Dynamics 365 functional backlog and identify enhancements for the future roadmap.
- Prepare functional documentation and deliver knowledge transfer and handover to business and support teams.
Desirable skills/knowledge/experience
- Strong functional consulting experience with Microsoft Dynamics 365 Customer Engagement or CRM.
- Practical experience with Microsoft Dataverse data models, tables, relationships, forms, views, business rules, and security.
- Experience conducting business-discovery and process-design workshops.
- Strong capability in requirements elicitation, analysis, documentation, and stakeholder validation.
- Demonstrable experience creating user stories and acceptance criteria.
- Experience with fit-gap analysis and translating business needs into standard Dynamics 365 capabilities.
- Good understanding of:
- o Duplicate detection
- o Data matching
- o Record merging
- o Data-quality controls
- o Data provenance
- o Master-data principles
- Experience defining Dynamics 365 security roles, access models, field-level security, and audit requirements.
- Experience configuring or defining Dynamics 365 views, charts, dashboards, advanced filtering, and search.
- Experience supporting UAT, defect triage, regression testing, and production readiness.
- Strong documentation and presentation skills.
- Ability to work across business, data, architecture, development, testing, and project-management teams.
- Strong stakeholder-management skills, including the ability to explain Dynamics 365 concepts to non-technical audiences.
- Experience working within Agile or sprint-based delivery models.
- Ability to manage scope carefully within a fixed-price and milestone-based engagement.