Dynamics 365 CE Functional Consultant

Innovative Tech People; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading technology consultancy is seeking a Dynamics 365 CE Functional Consultant to design and optimize CRM solutions. The role is hybrid, requiring 2-3 days onsite in London. The consultant will lead workshops, design end-to-end processes, and engage with stakeholders to ensure alignment. Candidates should have a strong background in D365 CE, excellent communication skills, and experience in Agile environments. Professional development opportunities are provided as part of a collaborative team culture.

Benefits

Professional development

Hybrid working model

Impactful projects

Qualifications

• Proven experience delivering D365 CE solutions across multiple modules.
• Strong understanding of Dataverse and solution management.
• Hands-on configuration experience with custom entities and relationships.

Responsibilities

• Lead functional workshops and capture business requirements.
• Design end-to-end CE processes across various modules.
• Deliver user training and adoption support.

Skills

Business process flows

Workflows

Power Automate

Model‑driven apps

Excellent communication

Agile delivery

Tools

Dynamics 365 CE

Power Platform

Job description

Dynamics 365 CE Functional Consultant
Permanent
Hybrid, 2-3 Days Onsite, London

Overview

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

Consulting & Delivery Skills

• 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.

Technical Awareness (Desirable)

• 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.