Dynamics Consultant

Dynamics Consultant

City of London Full-Time 54000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Design and implement Dynamics 365 CE architecture for banking operations.
  • Company: Join a leading firm driving digital transformation in the banking sector.
  • Benefits: Enjoy hybrid work options and the chance to lead impactful projects.
  • Why this job: Be at the forefront of banking innovation while ensuring compliance and security.
  • Qualifications: Experience in Dynamics 365 CRM design and strong communication skills required.
  • Other info: Immediate start available; contract role inside IR35.

The predicted salary is between 54000 - 84000 £ per year.

New Opportunity – Dynamics 365 CRM Architect / Lead Designer (Banking Sector)

Location: London, Holborn (Hybrid – min. 3 days onsite/week)

Start: Immediate | Contract (INSIDE IR35)

We're looking for an experienced Dynamics CRM Architect / Lead Designer to drive mission-critical banking initiatives across customer onboarding, loan origination, and relationship management.

Key Responsibilities:
  • Design and implement end-to-end Dynamics 365 CE architecture for banking operations
  • Collaborate with stakeholders to ensure regulatory-compliant, secure, and scalable solutions
  • Build custom entities, workflows, BPFs, and dashboards to streamline customer journeys
  • Integrate with core banking systems and financial platforms using Azure Logic Apps and Power Platform
  • Ensure full compliance with SOX, GDPR, BSA/AML, and banking audit trails
  • Provide technical leadership, documentation, and mentoring across delivery teams
  • Drive performance optimisation, data migration, and disaster recovery planning
  • Lead projects in agile environments while aligning with regulatory timelines
Ideal Profile:
  • Proven track record in Dynamics 365 CRM solution design within banking
  • Strong grasp of financial compliance and data security frameworks
  • Excellent communication and stakeholder engagement skills

Ready to make an impact in digital banking? Reach out now to discuss or recommend someone from your network!

Dynamics Consultant employer: Digisourced.

As a Dynamics Consultant in the heart of London, you will join a forward-thinking team dedicated to transforming the banking sector through innovative technology solutions. Our hybrid work culture promotes flexibility while ensuring collaboration and support, with ample opportunities for professional growth and development in a dynamic environment. We prioritise employee well-being and offer competitive benefits, making us an exceptional employer for those looking to make a meaningful impact in digital banking.
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Contact Detail:

Digisourced. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Dynamics Consultant

✨Tip Number 1

Familiarise yourself with the latest features and updates in Dynamics 365 CE, especially those relevant to the banking sector. This knowledge will not only help you during interviews but also demonstrate your commitment to staying current in your field.

✨Tip Number 2

Network with professionals in the banking and Dynamics 365 communities. Attend relevant meetups or webinars to connect with potential colleagues or employers, as personal recommendations can significantly boost your chances of landing the job.

✨Tip Number 3

Prepare to discuss specific projects where you've implemented Dynamics 365 solutions in a banking context. Be ready to share challenges faced, how you overcame them, and the impact your solutions had on the organisation.

✨Tip Number 4

Showcase your understanding of compliance frameworks like SOX and GDPR during discussions. Highlighting your expertise in these areas will reassure employers that you can navigate the complexities of banking regulations effectively.

We think you need these skills to ace Dynamics Consultant

Dynamics 365 CE Architecture
Banking Operations Knowledge
Custom Entity Development
Workflow Design
Business Process Flows (BPFs)
Dashboard Creation
Integration with Azure Logic Apps
Power Platform Proficiency
Regulatory Compliance (SOX, GDPR, BSA/AML)
Data Security Frameworks
Technical Leadership
Documentation Skills
Mentoring and Coaching
Performance Optimisation
Data Migration Strategies
Disaster Recovery Planning
Agile Project Management
Stakeholder Engagement
Excellent Communication Skills

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Dynamics Consultant in the banking sector. Familiarise yourself with Dynamics 365 CE architecture and the specific requirements mentioned in the job description.

Tailor Your CV: Customise your CV to highlight relevant experience in Dynamics 365 CRM solution design, particularly within the banking industry. Emphasise your skills in compliance, data security, and stakeholder engagement as these are crucial for this role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for digital banking and your expertise in Dynamics 365. Mention specific projects or achievements that demonstrate your ability to drive mission-critical initiatives and your understanding of regulatory compliance.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is vital for this role.

How to prepare for a job interview at Digisourced.

✨Showcase Your Technical Expertise

Be prepared to discuss your experience with Dynamics 365 CRM in detail. Highlight specific projects where you designed and implemented solutions, especially in the banking sector. This will demonstrate your capability to handle the responsibilities outlined in the job description.

✨Understand Compliance Requirements

Familiarise yourself with financial compliance frameworks such as SOX, GDPR, and BSA/AML. Be ready to explain how you've ensured compliance in past projects, as this is crucial for the role.

✨Demonstrate Stakeholder Engagement Skills

Prepare examples of how you've collaborated with stakeholders in previous roles. Effective communication is key, so be ready to discuss how you’ve managed expectations and gathered requirements from various parties.

✨Discuss Agile Methodologies

Since the role involves leading projects in agile environments, be prepared to talk about your experience with agile methodologies. Share specific instances where you successfully led a team through an agile project, focusing on how you adapted to changes and met regulatory timelines.

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