Dynamics 365 Functional Consultant

NatWest Group; City Of London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Dynamics 365 Functional Consultant to join their Wealth Engagement Platform team. The consultant will play a key role in designing and implementing Dynamics 365, collaborating with stakeholders across various teams. A good understanding of Agile practices and hands-on experience with Dynamics 365 and Power Platform are essential. This role offers a vibrant working environment and opportunities for professional development.

Qualifications

• Understanding of Agile values, principles, and methodologies.
• Deep knowledge of Dynamics 365 and Power Platform.
• Proven expertise in business analysis tools and techniques.

Responsibilities

• Understand and challenge business needs across client journeys.
• Build and maintain relationships with colleagues.
• Lead workshops to validate business and system requirements.
• Create prototypes and diagrams for stakeholder engagement.
• Configure D365 and Power Platform components.

Skills

Agile values and principles

Business analysis expertise

Hands-on experience with Dynamics 365

Good communication skills

Collaboration skills

Education

Business analyst certification

Tools

Dynamics 365

Power Platform

Power Automate

Confluence

Jira

Job description

Overview

Join us as a Dynamics 365 Functional Consultant

You'll be part of newly created Wealth Engagement Platform team in Natwest's Wealth Chief Digital Information office (WCDIO)

You\'ll take an active part in the design and implementation of Microsoft Dynamics 365 as a new CRM system with a specific focus on the Coutts business, also leveraging Power Platforms, and where relevant Copilot and agentic AI capabilities

You\'ll be working in a vibrant, forward looking team and helping us to shape the future of our business

As a key member of our team, you’ll enjoy extensive collaboration and can expect great visibility for you and your work

Responsibilities

• Building strong relationships with stakeholders across WCDIO, Coutts, and the wider NatWest Group and collaborating with fellow consultants to drive large-scale transformation, process redesign, and automation
• Acting as a thought partner to the business, understanding complex needs across multiple client journeys
• Leading workshops to capture and validate business and system requirements aligned with strategic goals and producing future-state business requirements focused on data and low-code capabilities
• Creating prototypes, diagrams, and storyboards to engage stakeholders and gather feedback
• Configuring D365 and Power Platform components to meet evolving client and colleague needs
• Supporting user acceptance testing, train key users, and champion adoption

Qualifications

We’ll look to you to bring a good understanding of Agile values, principles and methodologies with experience of working within cross-functional global Agile teams. Additionally, you’ll need to hold an appropriate business analyst certification.

You’ll also need deep knowledge of Dynamics 365 and Power Platform with hands-on experience of model-driven apps, such as tables, relationships, forms, columns, business rules, workflows and security.

You’ll also need:

• Proven business analysis expertise in relevant tools and techniques
• Hands-on experience of Power Automate, Canvas apps, Custom Pages and Power Pages
• Experience of Confluence and Jira
• Good communication skills, with the ability to communicate complex technical concepts clearly to your peers and management level colleagues
• Good collaboration and stakeholder management skills