Dynamics 365 CRM Specialist — Support, Reporting & Enhancements

The General Optical Council; Greater London; On-site; GBP 44,000 - 59,000; Full time

Job summary

The General Optical Council seeks an experienced CRM Support Analyst to manage the Dynamics 365 environment, provide user support and deliver enhancements and reporting. You will handle data imports/exports, security and licensing considerations while coordinating with developers and third-party providers.

You will also develop training materials, workflows and dashboards, ensuring GDPR compliance and robust data governance across the CRM platform.

Qualifications

• 3+ years with Microsoft Power Platform including Dynamics 365 (cloud).
• Experience configuring/customising D365 CRM: model-driven apps, permissions, views & dashboards; Power Automate flows.
• Experience handling sensitive data and GDPR practices.

Responsibilities

• Own the Dynamics 365 environment (≈60 users), advise on storage, strategy and licensing.
• Provide application support for users, including training and data queries.
• Data management, imports/exports, synchronization, integration with other apps; testing, configuration, troubleshooting and planning enhancements.
• Create/modify reports in SSRS, dashboards, charts and forms per predefined structures.
• Manage user access rights and security settings; maintain privileges.
• Collaborate with developers/third parties to implement enhancements and maintain SLAs.
• Create training manuals, policies and procedures; build custom reports, workflows and dashboards.
• Review Dynamics 365 platform; identify architectural deficiencies and opportunities.

Skills

Power Platform

Dynamics 365

Data analysis

Reporting

Stakeholder management

Communication

Training & guidance

UAT / testing

Azure / SharePoint

SQL (basic)

Tools

SSRS reports

Power Automate

Azure

SharePoint

Office 365

SQL

Job description

The General Optical Council seeks an experienced CRM Support Analyst to manage the Dynamics 365 environment, provide user support and deliver enhancements and reporting. You will handle data imports/exports, security and licensing considerations while coordinating with developers and third-party providers.

You will also develop training materials, workflows and dashboards, ensuring GDPR compliance and robust data governance across the CRM platform.