CRM Functional Consutlant

We are seeking a skilled and motivated CRM Functional Consultant with expertise in Microsoft Dynamics 365. This is a hybrid role offering the flexibility of remote working combined with regular on-site collaboration. You will play a key role in designing, configuring, and supporting Dynamics 365 solutions that enhance business processes and improve customer experience across sales, marketing, and service functions.

Key Responsibilities:

• Collaborate with business stakeholders to understand and document CRM requirements, translating them into functional specifications.

• Configure and customise Microsoft Dynamics 365 to align with business processes and objectives.

• Design and implement workflows, business process flows, dashboards, forms, and reports within Dynamics 365.

• Act as the primary point of contact between business users and technical teams, ensuring solutions are aligned and well-communicated.

• Support system testing, UAT, training, and rollout activities.

• Deliver user training and produce user-friendly documentation and guidance materials.

• Provide ongoing support, troubleshooting, and enhancement recommendations for the CRM system.

• Stay up to date with Microsoft Dynamics 365 updates and best practices, advising on how new features can benefit the business.

Skills & Experience:

• Proven experience in a similar CRM Functional Consultant role, with a strong focus on Microsoft Dynamics 365 (CE/CRM).

• Solid understanding of CRM principles and business processes, particularly within sales, marketing, and customer service.

• Experience gathering business requirements, conducting workshops, and creating functional documentation.

• Ability to configure Dynamics 365 out-of-the-box features (entities, forms, views, workflows, security roles, etc.).

• Excellent interpersonal and communication skills, with the ability to engage effectively with stakeholders at all levels.

• Strong analytical and problem-solving abilities.

• Knowledge of Power Platform (Power Automate, Power Apps) is a plus.

• Familiarity with data protection regulations such as GDPR.

Desirable Qualifications:

• Microsoft Dynamics 365 certifications (e.g. MB-210, MB-220, PL-200).

• Experience with Dynamics 365 integrations or data migration tools.

• Understanding of Agile delivery methodologies.