At a Glance
- Tasks: Lead D365 projects, advise clients, and configure systems for maximum business benefits.
- Company: Join Telefónica Tech, a top Microsoft partner transforming businesses through digital solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for remote work and professional growth.
- Why this job: Be part of impactful projects in financial services while fostering innovation and diversity.
- Qualifications: Experience with Dynamics 365 CRM and strong analytical skills are essential; relevant certifications preferred.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 48000 - 72000 £ per year.
Senior D365 CE Functional Consultant – Financial Services
Senior D365 CE Functional Consultant – Financial Services
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Company Description
Company Description
At Telefónica Tech (part of the Telefónica Group) we believe in building a better world through secure digital enablement, focusing on empowering organisations through every stage of their digital journey, and solving their most complex business challenges with our comprehensive suite of technology solutions across Data & AI, Cyber Security, Cloud, Business Applications, and Modern Workplace.
Telefónica Tech, Business Applications is proud to be a member of the Microsoft Inner Circleplacing the organisation in the top 1% of partners across the globe. As a Microsoft partner, we have many years of experience implementing and supporting several Microsoft solutions, working across Customer Service, ERP, CRM, and productivity tools to transform businesses.
Our people, with deep-rooted expertise and specialist knowledge, are the driving force behind our end-to-end solutions, which are also backed by our enduring global legacy and advanced capabilities. This combination puts us in a unique position to meet the evolving needs of our customers and guide them confidently through their digital transformation, as a trusted partner.
With expertise across four practices, Financial Services, Retail and Manufacturing, Public Sector, and Professional Services, Telefónica Tech, Business Applications is at the forefront of driving impactful change.
Job Description
This role can be based in any of our following offices: Glasgow, Aberdeen, Manchester, and London.
As a Senior D365 CE Functional Consultant, you\’ll be at the forefront of our Business Applications pillar, leveraging your deep Dynamics knowledge and expertise to drive high-profile D365 projects.
Your responsibilities will include:
- Advise and inspire customers on how to achieve maximum business benefits from their new system.
- Lead a delivery team on Dynamics 365 projects. Progresses the objectives & processes, making contributions to supporting business functions.
- Work with customers to understand and define their business process to configure their Dynamics CRM/D365 system.
- Assist with configuration tasks, data migration and end-to-end testing.
- Provide end-user training courses and ad-hoc coaching.
- Design and test customisations to the Dynamics 365 Customer Engagement/Power Platform system.
- Participate in go-live stages of projects.
- Push projects along through daily communications with the customer and/or project manager.
- Carry out pre-sales engagements, building a comprehensive understanding of customer requirements and business challenges, building and delivering demonstrations of solutions.
Qualifications
Desired Skills and Experience
We are looking for a dynamic and passionate team player with the following qualifications and experience:
- Significant experience with Dynamics 365 CRM, particularly in Customer Service, Customer Insights Journeys or Sales modules
- Substantial experience within the Financial Services sector
- Proven ability in designing solutions, facilitating customer meetings, and managing stakeholders
- Expertise in customising and configuring Dynamics 365 without code, including experience with Power Platform (Power Apps and Power Automate)
- Strong analytical, problem-solving, and communication skills, with proficiency in creating comprehensive documentation
- Experience in data migration, testing, and validation of solutions
- Ability to mentor junior team members and provide technical leadership
- Relevant certifications such as Microsoft Certified: Dynamics 365 Functional Consultant Associate or equivalent
- Understanding of Agile methodologies and project management principles.
Additional Information
At Telefonica Tech, we believe, inclusion is the bridge for everyone to be their authentic self. We respect and celebrate our differences as diversity is what makes us unique and sparks our innovation. Be you with us and feel you belong.
We encourage applications from a wide range of individuals, irrespective of: age, disability, gender, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or beliefs and sexual orientation.
We don’t believe hiring is a tick box exercise, so if you feel that you don’t match the job description 100%, but would still be a great fit for role, please get in touch.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
-
Industries
IT Services and IT Consulting
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Senior D365 CE Functional Consultant - Financial Services employer: Telefónica Tech (EN)
Contact Detail:
Telefónica Tech (EN) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior D365 CE Functional Consultant - Financial Services
✨Tip Number 1
Familiarise yourself with the latest features and updates of Dynamics 365, especially in the Financial Services sector. This will not only boost your confidence during interviews but also demonstrate your commitment to staying current in your field.
✨Tip Number 2
Network with professionals already working at Telefónica Tech or in similar roles. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 3
Prepare to discuss specific case studies or projects where you've successfully implemented Dynamics 365 solutions. Highlighting your hands-on experience will help you stand out as a candidate who can deliver real value to the team.
✨Tip Number 4
Showcase your ability to mentor and lead teams by sharing examples of how you've guided junior colleagues in past roles. This aligns well with the job's requirements and demonstrates your leadership potential.
We think you need these skills to ace Senior D365 CE Functional Consultant - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your significant experience with Dynamics 365 CRM, especially in Customer Service and Financial Services. Use specific examples to demonstrate your expertise in customising and configuring Dynamics 365.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your skills align with the responsibilities outlined in the job description. Mention your ability to lead delivery teams and your experience in data migration and testing.
Showcase Relevant Certifications: If you have relevant certifications like Microsoft Certified: Dynamics 365 Functional Consultant Associate, make sure to include them prominently in your application. This will help validate your expertise to the hiring team.
Highlight Soft Skills: Don't forget to mention your strong analytical, problem-solving, and communication skills. These are crucial for mentoring junior team members and managing stakeholders effectively, which is a key part of the role.
How to prepare for a job interview at Telefónica Tech (EN)
✨Showcase Your Dynamics 365 Expertise
Make sure to highlight your significant experience with Dynamics 365 CRM, especially in the Customer Service and Sales modules. Be prepared to discuss specific projects where you successfully implemented these solutions and the impact they had on the business.
✨Demonstrate Financial Services Knowledge
Since this role is within the Financial Services sector, it's crucial to showcase your understanding of industry-specific challenges and how Dynamics 365 can address them. Prepare examples of how you've tailored solutions for financial clients in the past.
✨Prepare for Stakeholder Management Questions
Expect questions about your ability to manage stakeholders and facilitate customer meetings. Think of instances where you successfully navigated complex stakeholder dynamics and how you ensured everyone was aligned on project goals.
✨Emphasise Problem-Solving Skills
Be ready to discuss your analytical and problem-solving skills. Prepare to share examples of challenges you've faced during data migration or testing phases and how you overcame them, demonstrating your ability to think critically under pressure.