Dynamics Consultant

Microsoft Dynamics 365 CRM Functional Consultant

4 month Contract (extensions on a rolling basis)

Our client is looking for an experienced Microsoft Dynamics 365 CRM Functional Consultant to support the Fellowship Network Intelligence Pilot at a top engineering college. This is a hands-on functional consulting role focused on Microsoft Dynamics 365 Customer Engagement (CE), Dataverse configuration, business requirements analysis, CRM data modelling, identity reconciliation and stakeholder engagement.

Key Responsibilities

• Design and configure Dataverse tables, relationships, fields, forms, views, business rules and workflows.
• Define and configure structured Fellow profiles, capturing expertise, interests, roles, sectors, locations, availability and relationship information.
• Configure interaction management, engagement history and relationship ownership/stewardship capabilities.
• Define functional requirements for record matching, duplicate detection, identity reconciliation and controlled record merging.
• Support data quality, master-data principles, data provenance and governance.
• Configure and validate Dynamics 365 security roles, access permissions, field-level security and auditing.
• Design and configure Dynamics 365 views, advanced filters, search functionality, charts and dashboards.
• Support development of the Find-a-Fellow capability, enabling users to identify Fellows based on relevant expertise, interests and other profile attributes.
• Define reporting requirements and validate CRM data outputs.
• Work with data and technical teams to support Fellowship analytics and data quality improvements.
• Collaborate with the D365 Solution Architect, Technical Lead and Developers to translate functional requirements into deliverable CRM solutions.
• Prepare functional test scenarios and support System Integration Testing (SIT), User Acceptance Testing (UAT) and regression testing.
• Strong functional consulting experience with Microsoft Dynamics 365 Customer Engagement (CE) / Dynamics CRM.
• Hands-on experience configuring Microsoft Dataverse, including tables, relationships, fields, forms, views and business rules.
• Proven experience conducting business discovery workshops, requirements gathering and process design.
• Strong capability in translating business requirements into functional specifications, user stories and acceptance criteria.
• Experience performing Dynamics 365 fit-gap analysis and recommending standard platform capabilities.
• Good understanding of CRM data modelling, duplicate detection, record matching, controlled merging and data quality.
• Experience configuring Dynamics 365 security roles, access controls, field-level security and auditing.
• Experience defining and configuring search, advanced filtering, CRM views, charts and dashboards.
• Understanding of data provenance, master-data management principles and identity reconciliation.
• Experience supporting SIT, UAT, regression testing, defect triage and business sign-off.
• Strong experience working with Solution Architects, Developers, Testers, Business Analysts and business stakeholders.
• Excellent communication, documentation, presentation and stakeholder-management skills.
• Ability to explain technical Dynamics 365 concepts to non-technical business users.
• Experience working within Agile or sprint-based delivery environments.

Additional Relevant Experience

• Experience delivering Dynamics 365 CRM pilots, transformation or enhancement programmes.
• Experience designing CRM solutions for relationship management, stakeholder engagement or membership networks.
• Familiarity with SharePoint and Microsoft Power Platform ecosystems.
• Experience supporting CRM data reconciliation, identity matching and master-data quality initiatives.
• Ability to manage scope, priorities and deliverables within fixed-price or milestone-based projects.
• Experience producing functional roadmaps and supporting post-pilot solution planning.