Dynamics Consultant

Queen Square Recruitment Ltd; Greater London; On-site; GBP 92,000 - 120,000; Full time

Job summary

Queen Square Recruitment Ltd. Our client seeks an experienced Microsoft Dynamics 365 CRM Functional Consultant to support the Fellowship Network Intelligence Pilot at a top engineering college.

The role focuses on Dynamics 365 CE, Dataverse configuration, requirements analysis and CRM data modelling. You will work with the D365 Solution Architect, Technical Lead and Developers to translate requirements into deliverable CRM solutions, participate in SIT/UAT/regression testing and ensure data

Qualifications

• Extensive hands-on experience with Microsoft Dynamics 365 Customer Engagement (CE).
• Strong ability to model data in Dataverse and configure Dataverse tables, forms and business rules.
• Proven experience running discovery workshops and translating business needs into functional specs.
• Experience collaborating with architects, developers, testers and business stakeholders.

Responsibilities

• Design and configure Dataverse tables, relationships, fields, forms, views and business rules.
• Define and configure Fellow profiles with expertise, interests, roles and locations.
• Configure interaction management, engagement history and relationship ownership capabilities.
• Define requirements for record matching, identity reconciliation and controlled merging.
• Support data quality, governance and master-data principles.

Skills

Dynamics 365 CE

Dataverse

Requirements analysis

Stakeholder engagement

SIT/UAT testing

Agile delivery

Tools

SharePoint

Power Platform

Job description

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.