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CRM Functional Consultant

This role provides the opportunity to work for a leading Microsoft Partner, with an unrivalled focus on development and training in both technology and softer consulting skills, as well as a dedicated career advisor to support you through your career progression.
As a CRM Functional Consultant, you are client-facing and responsible for the definition and collection of requirements throughout the different phases of delivery as well as the functional design of the solution.
A client centric attitude and excellent interpersonal skills are required to lead and develop trusted relationships with key stakeholders.

Day-to-day, you will:

  • Lead client workshops, to analyze and design Microsoft Dynamics 365 Customer Engagement solutions for your workstream.
  • Define and evaluate the functional and non-functional requirements for each business process in your workstream in line with the capabilities of Dynamics 365 CE. 
  • Transform the business requirements into application requirements to populate the requirements traceability matrix and conduct a fit/gap analysis.
  • Write functional specifications and collaborate with the technical team to ensure functional requirements are understood and built as required.
  • Prototype, configure and refine solutions for the respective business processes. 
  • Document the system configuration and prepare project documentation deliverables.
  • Support the client during user acceptance testing.
  • Prepare and deliver training for key users.
  • Transition the solution to the support team

About you:

  • Consultancy background.
  • In depth Microsoft Dynamics 365 Customer Engagement product knowledge of the sales and service modules. Any experience of Portals, Marketing or Field Service will be a significant advantage. 
  • Understand the broader Microsoft stack and how to use this to create customer solutions (PowerPlatform, Common Data Services, Azure)
  • Proven experience with Dynamics 365 CRM/Customer Engagement gained in multiple full lifecycle delivery projects. 
  • Possess sound consulting skills with client facing experience with an implementation partner.
  • Demonstrated ability to understand and utilize best practices to identify ideal solutions for implementing business requirements in Dynamics 365 CE.
  • Strong business analysis & requirements gathering skills with demonstrable experience.
  • Able to learn and adapt to delivery tools and methodology.

As with any role within a professional services environment, the flexibility to travel (predominately within the UK) is required.

To apply for this job email your details to

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