Negotiable
Undetermined
Remote
London Area, United Kingdom
Summary: The role of Dynamics 365 CRM Consultant involves transforming CRM systems into effective business tools, focusing on data migration, segmentation, and campaign automation. The consultant will configure Dynamics 365 CRM, lead data migration efforts, and ensure user-friendly processes are established. This position offers the opportunity to take ownership of a newly implemented system and drive impactful marketing strategies. The role can be offered as a contract or fixed-term engagement with full remote flexibility.
Key Responsibilities:
- Configure Dynamics CRM to best-practice standards aligned with operational needs.
- Lead data migration from existing sources like MailChimp into Dynamics.
- Segment data meaningfully to empower targeted communications.
- Set up campaign functionality using templates and automations.
- Deliver workshops, training sessions, and documentation for long-term CRM adoption.
Key Skills:
- Strong configuration and customization experience with Microsoft Dynamics 365 CRM.
- Experience with marketing systems such as MailChimp.
- Data segmentation strategy expertise.
- Ability to build workflows and reusable templates for campaign setup.
- Experience in delivering training and documentation.
- Prior experience in CRM implementation or optimization projects.
Salary (Rate): undetermined
City: London Area
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: IT
Dynamics 365 CRM Consultant (Contract or FTC) Remote | Flexible Day Rate or Salary | Immediate Start Available
Are you passionate about transforming CRM systems into powerful business tools? Do you thrive on data migration, segmentation and campaign automation? Would you enjoy taking ownership of a newly implemented Dynamics 365 system and making it shine? If you're a CRM expert with a knack for configuration, data migration and building user-friendly processes, this project is calling for you.
Why This Role is Great
Our client, a forward-thinking organisation, has recently adopted Microsoft Dynamics 365 CRM and is looking for a capable consultant to guide them through the next stage of the journey. This is your chance to:
- Configure Dynamics CRM to best-practice standards that align with real operational needs
- Lead on data migration, working with existing sources such as MailChimp to bring contacts and information into Dynamics with accuracy and structure
- Segment data meaningfully, tagging and grouping contacts into well-defined personas that empower targeted communications
- Set up campaign functionality using templates and automations so the business can launch their own marketing activity with ease in the future
- Deliver a smooth and empowering handover through custom workshops, training sessions, documentation and video resources to support long-term CRM adoption
This is a project with a clear beginning and end, and you will be the go-to expert who makes the system not just functional, but indispensable.
About You
You will bring a mix of technical skill, business insight and a passion for user enablement. Here is what you will be working with:
- Microsoft Dynamics 365 CRM, where strong configuration and customisation experience is essential
- Marketing systems such as MailChimp, where you will migrate and map data across platforms
- Data segmentation strategy, helping shape personas and tag data for meaningful marketing use
- Campaign setup, building workflows and reusable templates that the internal team can work with long term
- Training and documentation, delivering live workshops or producing how-to videos that leave teams confident and capable
Experience in similar CRM implementation or optimisation projects will be highly valuable, especially if you have supported businesses through the early stages of adoption. This role can be offered as a contract or fixed-term engagement. We welcome discussions around your preferred working style and availability.
What’s in It for You
- Full remote flexibility
- Ownership of a clearly scoped and impactful project
- A chance to drive smarter marketing and data-driven decision making across the business
- A collaborative and supportive environment where your input matters
Apply Now
If you are ready to make a real impact with your CRM expertise, we would love to hear from you. Whether you are immediately available or have questions about the project setup, get in touch today to explore if this is the right opportunity for you.
We are committed to inclusive hiring
Our recruitment partners and client believe in equal access to opportunities and building diverse, supportive teams. If you need adjustments during the application process or would like to explore how your experience aligns with the role, we would be happy to have a conversation.