At a Glance
- Tasks: Configure and improve Dynamics 365 CRM to enhance user experience and data quality.
- Company: Join BACP, the leading professional body for counselling and psychotherapy in the UK.
- Benefits: Enjoy 25 days annual leave, a contributory pension scheme, and hybrid working options.
- Other info: Collaborative environment with opportunities for learning and development.
- Why this job: Make a real impact by optimising CRM systems that support members and internal services.
- Qualifications: Experience with Dynamics 365 CRM configuration and a passion for improving user systems.
The predicted salary is between 40000 - 50000 £ per year.
This role requires occasional attendance to BACP House in Lutterworth for team meetings and events. The Dynamics 365 Technical Specialist provides hands-on technical configuration, support and improvement of BACP’s Dynamics 365 CRM platform and related Power Platform capability. The role turns agreed CRM requirements, priorities and service needs into practical configuration, automation, access and data improvements, so teams can use CRM confidently to support members, the public and internal services. The role complements the CRM and Integrations Product Owner by focusing on how agreed changes are configured, tested, documented, deployed and supported. The postholder helps ensure Dynamics 365, Dataverse and Power Automate are used in a controlled, secure and sustainable way, improving data quality, workflow consistency and the day-to-day usability of CRM across BACP.
Accountabilities:
- Configure, maintain and improve Dynamics 365 CRM and related Power Platform components, so agreed service and process improvements can be adopted safely and consistently.
- Develop, test and maintain CRM workflows, business process flows and Power Automate solutions, reducing manual work and improving process consistency without compromising security, data quality or supportability.
- Support integrations between Dynamics 365 and other systems, including websites, forms, email platforms and internal tools, so data flows reliably across connected services.
- Act as a technical point of contact for Dynamics 365 support and advice, so CRM issues are triaged, understood and resolved in a structured way.
- Troubleshoot CRM issues and identify root causes, so service disruption is resolved and recurring problems inform future improvements.
- Manage CRM user access, permissions and security roles in line with agreed requirements, protecting sensitive information while enabling colleagues to do their work effectively.
- Support data quality, imports, exports, cleansing and routine data management, so reporting, member services and operational activity are based on reliable information.
- Work closely with the CRM and Integrations Product Owner and service owners to understand how teams use Dynamics 365, so technical changes respond to agreed priorities and real operational needs.
- Translate agreed requirements into practical technical CRM configuration and support plans, ensuring the route from request to delivery is clear, proportionate and manageable.
- Provide guidance, handover information and documentation, so new functionality is understood, adopted and supported after implementation.
- Work with ICT, the CRM and Integrations Product Owner, Data Protection and relevant colleagues to ensure CRM changes follow appropriate change controls and approval routes.
- Assess security, privacy, accessibility, data quality and operational risks before changes are released, escalating decisions where wider agreement is needed to protect service quality and compliance.
- Contribute technical evidence and recommendations to longer-term CRM platform improvement, so decisions about architecture, process and system use are informed by practical operational experience.
Knowledge & experience:
- Practical experience configuring, supporting and improving Microsoft Dynamics 365 CRM in an organisational environment.
- Experience creating and maintaining forms, views, fields, tables, relationships, dashboards and model-driven app components.
- Experience building workflows, business rules, business process flows and automations using Dynamics 365 and Power Automate.
- Good understanding of Dataverse, including tables, columns, relationships, data structures, permissions and connected processes.
- Experience managing user roles, permissions and security settings within Dynamics 365 or similar CRM platforms.
- Experience supporting data imports, exports, cleansing, duplicate management and data quality improvement.
- Ability to troubleshoot CRM issues, identify root causes and implement practical, sustainable fixes.
- Experience translating agreed business requirements into CRM configuration, workflow and process improvements.
- Understanding of APIs, connectors, integrations or Power Platform development would be beneficial.
- Awareness of data protection, privacy, accessibility and secure handling of sensitive information within CRM processes.
- Ability to communicate effectively with stakeholders who have varying levels of technical knowledge and CRM experience.
- Microsoft Dynamics 365 or Power Platform certification would be beneficial.
- Practical and detail-focused, with a strong interest in making systems work well for users.
- Curious and confident exploring how Dynamics 365 and Power Platform can be improved and better used.
- Organised and methodical, with a careful approach to configuration, testing, documentation and release activity.
- Collaborative and approachable, able to work constructively with CRM, ICT, Digital, Data and operational colleagues.
- Clear and thoughtful communicator, able to explain CRM issues, options and constraints simply.
- Solution-focused, with the ability to balance user needs, system capability, data quality, security and governance.
- Responsible and considered when working with data, access and sensitive information.
- Comfortable working independently while knowing when to escalate, seek agreement or involve specialist support.
Benefits of working with us include:
- 25 days annual leave (pro-rata plus bank holidays) growing to 30 with long service.
- Contributory pension scheme and salary sacrifice in place.
- Life assurance scheme, paying 4x annual salary.
- Enhanced maternity pay.
- Health cash plan (voluntary).
- Access to Lifeworks EAP.
- Learning and development opportunities.
- Hybrid working with core hours.
- Job sharing opportunities.
- Free parking.
Values:
- Responsibility: we take responsibility for all our actions and do the right thing, feeling safe to admit our mistakes.
- Encouragement: we encourage ideas for continuous improvement, being open to change and challenges.
- Support: we value each other and our diversity, promoting inclusiveness and tolerance.
- Passion: our work will reflect our passion for counselling changing lives.
- Excellence: we strive for the highest standards.
- Collaboration: we work together for the best outcomes: communicating, listening, learning and sharing ideas.
- Trust: we have integrity, building and maintaining trust, openness, honesty and fairness.
Dynamics 365 Technical Specialist in Lutterworth employer: British Association for Counselling and Psychotherapy
BACP is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With benefits such as generous annual leave, a contributory pension scheme, and opportunities for hybrid working, employees can thrive both personally and professionally while contributing to the vital mission of supporting mental health in the UK. The role of Dynamics 365 Technical Specialist not only allows for hands-on technical engagement but also fosters collaboration and innovation within a dedicated team, making it a rewarding environment for those passionate about making a difference.
Contact Details:
British Association for Counselling and Psychotherapy Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Dynamics 365 Technical Specialist in Lutterworth
✨Join the IT Consultancy Buzz
Get involved in local or virtual IT consultancy meetups and forums. This is where we can rub shoulders with industry professionals, get insights into what British Association for Counselling and Psychotherapy values, and even spot unadvertised opportunities. Don't miss out on these chances to make a name for ourselves in the IT world!
✨Show Off Your Skills
Create a personal project or case study relevant to the challenges British Association for Counselling and Psychotherapy might face. Use platforms like GitHub or Medium to share your findings. This not only demonstrates our consulting skills but shows a proactive attitude, making us stand out from the crowd when applying for that full-time gig.
✨Leverage LinkedIn for Connections
Follow and engage with the relevant thought leaders and influencers in IT consultancy on LinkedIn. Share insightful content and join discussions to gain visibility. A well-placed comment or shared article could catch the attention of someone at British Association for Counselling and Psychotherapy!
✨Direct Apply to British Association for Counselling and Psychotherapy
Let's not forget to apply directly through the British Association for Counselling and Psychotherapy website! Tailor your application to showcase our understanding of their consulting style and how we can contribute to their projects. A personalised approach can make a huge difference in landing that full-time position!
We think you need these skills to ace Dynamics 365 Technical Specialist in Lutterworth
Some tips for your application 🫡
Showcase Your Problem-Solving Skills:In IT consulting, it's all about problem-solving, so make sure your CV highlights your analytical skills and any relevant projects you've tackled. Mention specific technologies or methodologies you've used to resolve issues or improve processes; this shows you can think critically and deliver results, which is vital for us at British Association for Counselling and Psychotherapy.
Highlight Relevant Certifications:Certifications like ITIL, PMP, or even specific tech stack qualifications can really make you stand out. Make sure to include these in your CV, as they not only demonstrate your expertise but also your commitment to staying current in the field. We love seeing candidates who are proactive about their professional development!
Tailor Your Cover Letter:Your cover letter is your chance to connect personally with us at British Association for Counselling and Psychotherapy. Share stories about your experiences in IT consulting, and how they shaped your desire to join our team. Mention why you’re excited about this particular role, and how you see yourself contributing to our projects.
Keep It Clear and Concise:We're all busy, so make sure your application is easy to read. Use bullet points for key achievements, and don’t overload us with jargon. A clean, professional layout goes a long way. Remember, the clearer your application, the more likely we are to invite you in for an interview!
How to prepare for a job interview at British Association for Counselling and Psychotherapy
✨Brush Up on Your Technical Skills
For an IT consulting role, be ready to demonstrate your technical prowess. You might face questions on systems integration, cloud technologies, or even troubleshooting specific software. If you have experience with tools like AWS, Azure, or even specific programming languages, make sure you can talk about them fluently.
✨Showcase Your Problem-Solving Approach
IT consulting is all about solving problems for clients. Think about how you can illustrate your approach to a past challenge using the STAR method (Situation, Task, Action, Result). It's a great way to show how you tackle complex issues and come up with effective solutions.
✨Know the Business Impact of IT Solutions
When discussing your experiences, focus not just on the tech solutions you implemented, but also on their business impact. Employers want to see that you can connect IT with organisational goals. Prep examples that highlight how your tech contributions improved efficiency or reduced costs for past clients or projects.
✨Prepare for Behavioural Questions
Since IT consulting often involves teamwork and client interactions, expect behavioural questions that assess your interpersonal skills. Be prepared with examples that demonstrate your adaptability, communication skills, and how you handle client feedback. Before the interview, think of situations where you worked closely with clients to create effective IT strategies or changes.
