Dynamics CRM Functional Consultant (Junior) in City of Westminster

Role Overview

The Dynamics CRM Functional Consultant (Junior) supports, configures, and contributes to the development of the Society’s Microsoft Dynamics 365 CRM and wider Power Platform, working in collaboration with the RS Development and IT teams.

Reports to: Dynamics CRM Manager

Responsibilities

• Work closely with the Society’s CRM Manager, CRM team colleagues, members of the Application Support Team and other IT Team members, contributing hands‑on to solution development and Power Platform automation, and supporting Application Lifecycle Management activities across environments in line with team processes.
• Work within established change control processes to configure and develop Dynamics 365 customisations, including tables, forms, views, business rules, and model‑driven app components, to support evolving business processes.
• Build and maintain Power Platform solutions, including Power Automate flows and supporting apps/pages, to automate processes and improve user efficiency.
• Provide first‑line support and troubleshooting on issues with the CRM platform, alongside support for general CRM queries as required.
• Provide support and CRM training to staff on an ongoing basis, including introducing new functionality, implementing “how‑to” guides, resolving user issues and interfacing with external support as required.
• Support ALM activities in line with team deployment patterns, including assisting with solution creation, upgrades, patching and deployments across development, test and production environments.
• Increase utilisation of the CRM through user engagement, developing MS Power Platform flows and apps, extracting data, producing tailored reports and responding to user requests for system functionality.
• Create and manage CRM export and import processes that include data validation steps to support team requirements and improve data quality at source.

Qualifications

• Good understanding of how to handle and manage personal data.
• Experience of data management and validation, with some exposure to data structures within Dynamics 365.
• Practical experience administering and functional customisation of Microsoft Dynamics 365 CRM.
• Hands‑on experience using the Microsoft Power Platform, particularly Power Automate, and configuring model‑driven apps.
• Exposure to managed and unmanaged solutions, and involvement in ALM processes such as solution upgrades and deployments.
• Strong working knowledge of Microsoft Office 365, with advanced skills in Word and Excel.
• Strong analytical and problem‑solving skills, with methodical attention to detail.
• Good interpersonal and communication skills with people at various levels, and the ability to work with both technical and non‑technical users.
• Strong customer service skills.
• Strong time‑management skills with the ability to adapt to varying needs and prioritise tasks.
• Experience providing end‑user support and delivering CRM training.

Desirable

• Experience of using Power BI for reporting.
• Experience of providing training to end users, including group and one‑to‑one sessions, and producing guides and training materials.
• Experience of capturing requirements from end users, understanding system issues and communicating these to other members of the CRM team.
• Microsoft Certifications.
• Experience developing wider Power Platform components, such as Power Apps or Power Pages.
• Experience with supporting development tools – XRMToolBox, Power Platform CLI & DevOps.