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For Companies At a Glance
- Tasks: Design and deliver innovative CRM solutions using Dynamics 365 CE.
- Company: Join a dynamic team in a leading tech environment.
- Benefits: Enjoy hybrid working, professional development, and impactful projects.
- Why this job: Make a real difference in CRM transformation initiatives.
- Qualifications: Experience with D365 CE and strong communication skills required.
- Other info: Collaborative culture with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Dynamics 365 Customer Engagement (CE) Functional Consultant to join our team and play a key role in designing, delivering, and optimising CRM solutions across the business. This hybrid role requires 2-3 days per week onsite, providing the opportunity to collaborate closely with stakeholders while maintaining flexibility.
Key Responsibilities
- Solution Design & Delivery
- Lead functional workshops to capture business requirements and translate them into scalable D365 CE solutions.
- Design end-to-end CE processes across Sales, Customer Service, Marketing, and related modules.
- Produce high-quality functional documentation, including BRDs, FRDs, user stories, and solution design documents.
- Configure D365 CE entities, forms, views, business rules, workflows, and model-driven apps.
- Support integrations with Power Platform, Azure services, and third-party applications.
- Stakeholder Engagement
- Act as the primary functional liaison between business teams, technical teams, and external partners.
- Challenge and refine requirements to ensure alignment with best practice and platform capability.
- Deliver user training, adoption support, and post go-live guidance.
- Project & Delivery Support
- Contribute to project planning, sprint ceremonies, and release cycles.
- Support testing cycles, including SIT, UAT, and regression testing.
- Provide functional expertise during deployments, cutover, and hypercare.
Required Skills & Experience
- Core Functional Expertise
- Proven experience delivering D365 CE solutions across multiple modules (Sales, Customer Service, Marketing, Field Service desirable).
- Strong understanding of Dataverse, security roles, solution management, and environment strategy.
- Hands-on configuration experience with:
- Business process flows
- Workflows and Power Automate
- Model-driven apps
- Custom entities and relationships
- Ability to run workshops, gather requirements, and translate them into actionable designs.
- Strong documentation skills and experience working in Agile delivery environments.
- Excellent communication skills with the ability to influence stakeholders at all levels.
- Power Platform (Power Apps, Power Automate, Power BI).
- Integration patterns using Azure Logic Apps, Service Bus, or APIs.
- Basic understanding of JavaScript, plugins, or solution extensions (not essential but beneficial).
What We Offer
- Hybrid working model with meaningful in-person collaboration.
- Opportunity to work on impactful CRM transformation initiatives.
- A specialist environment where your expertise is valued and amplified.
- Professional development across the Microsoft ecosystem.
Dynamics 365 CE Functional Consultant employer: Innovative Tech People
Contact Detail:
Innovative Tech People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dynamics 365 CE Functional Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend meetups, and engage with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to Dynamics 365 CE. We recommend role-playing with a friend or using online resources to simulate the interview experience. Confidence is key!
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your previous D365 CE projects, including documentation and outcomes. This will give potential employers a clear view of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Dynamics 365 CE Functional Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Dynamics 365 CE and showcases your skills in solution design and delivery. We want to see how you've tackled similar challenges in the past, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects where you’ve led workshops or delivered successful CRM solutions, and let your passion for the role come through.
Showcase Your Documentation Skills: Since producing high-quality functional documentation is key, include examples of BRDs, FRDs, or user stories you've created. This will demonstrate your ability to communicate complex ideas clearly, which is super important for us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Innovative Tech People
✨Know Your Dynamics 365 Inside Out
Make sure you brush up on your knowledge of Dynamics 365 CE, especially the modules relevant to the role like Sales, Customer Service, and Marketing. Be ready to discuss specific projects where you've designed or delivered solutions, as this will show your hands-on experience.
✨Prepare for Functional Workshops
Since leading functional workshops is a key responsibility, think about how you would approach gathering requirements. Prepare examples of how you've successfully run workshops in the past and how you translated those requirements into actionable designs.
✨Showcase Your Documentation Skills
Be ready to talk about your experience with producing high-quality functional documentation. Bring examples of BRDs, FRDs, or user stories you've created, and explain how they contributed to successful project outcomes.
✨Engage with Stakeholders Effectively
Communication is crucial in this role. Think of instances where you've influenced stakeholders or resolved conflicts. Be prepared to discuss your strategies for ensuring alignment between business and technical teams, as well as how you support user training and adoption.
