Senior D365 CE Functional Consultant - Financial Services

Telefónica Tech; Glasgow; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Senior D365 CE Functional Consultant to drive impactful change in the Financial Services sector. In this role, you will leverage your Dynamics expertise to lead high-profile projects, advise clients on maximizing their systems, and collaborate closely with teams to design and implement effective solutions. You will play a crucial role in data migration, customization, and training, ensuring successful project delivery. If you are passionate about digital transformation and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Experience with Dynamics 365 CRM, especially in Customer Service or Sales modules.
• Strong analytical skills and ability to mentor junior team members.

Responsibilities

• Advise customers on maximizing business benefits from their systems.
• Lead delivery teams on Dynamics 365 projects and support business objectives.

Skills

Dynamics 365 CRM

Customer Service

Problem-solving

Communication Skills

Data Migration

Agile Methodologies

Education

Microsoft Certified: Dynamics 365 Functional Consultant Associate

Tools

Power Platform

Job description

Senior D365 CE Functional Consultant - Financial Services

• Full-time
• Department: Business Applications
• Employment Hours: Full time

At Telefónica Tech (part of the Telefónica Group), we believe in building a better world through secure digital enablement. We focus on empowering organizations through every stage of their digital journey and solving their most complex business challenges with our comprehensive suite of technology solutions across Data & AI, Cyber Security, Cloud, Business Applications, and Modern Workplace.

Telefónica Tech, Business Applications, is proud to be a member of the Microsoft Inner Circle, placing the organization in the top 1% of partners worldwide. As a Microsoft partner, we have extensive experience implementing and supporting Microsoft solutions, working across Customer Service, ERP, CRM, and productivity tools to transform businesses.

Our team, with deep expertise and specialist knowledge, drives our end-to-end solutions, supported by our global legacy and advanced capabilities. This positions us uniquely to meet the evolving needs of our customers and guide them confidently through their digital transformation as a trusted partner.

We operate across four practices: Financial Services, Retail and Manufacturing, Public Sector, and Professional Services. Telefónica Tech, Business Applications, is at the forefront of driving impactful change.

This role can be based in any of our offices: Glasgow, Aberdeen, Manchester, or London.

Role Overview

As a Senior D365 CE Functional Consultant, you will be a key driver in our Business Applications pillar, leveraging your Dynamics expertise to lead high-profile D365 projects.

Your Responsibilities

1. Advise and inspire customers on maximizing business benefits from their systems.
2. Lead delivery teams on Dynamics 365 projects, supporting business objectives and processes.
3. Collaborate with customers to understand and define their business processes for system configuration.
4. Assist with configuration, data migration, and end-to-end testing.
5. Provide end-user training and coaching.
6. Design and test customizations for Dynamics 365 Customer Engagement/Power Platform.
7. Participate in go-live stages of projects.
8. Maintain communication with customers and project managers to progress projects.
9. Engage in pre-sales activities, understanding customer requirements, and demonstrating solutions.

Desired Skills and Experience

• Experience with Dynamics 365 CRM, especially in Customer Service, Customer Insights Journeys, or Sales modules.
• Experience within the Financial Services sector.
• Ability to design solutions, facilitate meetings, and manage stakeholders.
• Expertise in customizing and configuring Dynamics 365 and Power Platform tools.
• Strong analytical, problem-solving, and communication skills, with good documentation practices.
• Experience in data migration, testing, and validation.
• Ability to mentor junior team members and provide technical leadership.
• Relevant certifications such as Microsoft Certified: Dynamics 365 Functional Consultant Associate.
• Understanding of Agile methodologies and project management principles.

At Telefónica Tech, we value inclusion and diversity, believing they are essential for innovation. We encourage applications from individuals of all backgrounds, regardless of age, disability, gender, race, religion, or sexual orientation.

If you feel you don’t meet 100% of the qualifications but believe you are a great fit, we encourage you to apply and get in touch.