Microsoft Dynamics CRM Functional Consultant

Are you an experienced Microsoft Dynamics 365 CRM Functional Consultant with strong expertise in Dynamics 365, Dataverse and Power Platform, and a proven ability to translate business requirements into practical CRM solutions?

Our client is seeking a Dynamics 365 CRM Functional Consultant to support the delivery of a strategic Fellowship Network Intelligence Pilot. The programme aims to create a trusted, structured view of Fellowship information, including expertise, interests, appointments, availability, engagement, consent and relationship ownership, leveraging the existing Microsoft Dynamics 365, Dataverse, SharePoint and related technology landscape.

Working closely with business stakeholders, data owners, architects, developers and testers, you will lead functional discovery, requirements analysis, process design, backlog management, configuration activities, testing and business validation.

The Role

The role will contribute across all three areas of the engagement:

1. Current-state assessment and pilot design
2. Fellowship data model, identity reconciliation, and analytics
3. Future backlog and roadmap

Essential skills/knowledge/experience:

• Conduct business workshops and translate requirements into Dynamics 365 CRM functional requirements, user stories and acceptance criteria.
• Assess the existing Dynamics 365 and Dataverse configuration, including tables, forms, views, business processes, security and reporting.
• Perform fit-gap analysis and recommend standard Dynamics 365 capabilities to meet business requirements.
• Design and configure Dataverse tables, relationships, fields, forms, views, business rules and workflows.
• Define and configure Fellow profiles, including expertise, interests, role, sector, location, availability and relationship information.
• Define functional requirements for record matching, duplicate detection, identity reconciliation and controlled record merging.
• Configure and validate Dynamics 365 security roles, access controls, field-level security, auditing and data provenance.
• Configure search, advanced filters, views, charts and dashboards, including the Find-a-Fellow capability.
• Define and configure interaction management, engagement history and relationship ownership/stewardship.
• Work closely with the D365 Solution Architect, Technical Lead and Developers to translate functional designs into CRM solutions.
• Prepare functional test scenarios and support SIT, regression testing, UAT, defect triage and business sign-off.
• Conduct solution demonstrations/playbacks, capture business feedback and manage functional refinements.
• Maintain the Dynamics 365 functional backlog and identify enhancements for the future roadmap.
• Prepare functional documentation and deliver knowledge transfer and handover to business and support teams.

Why Apply?

This is an opportunity to play a key role in shaping a high-profile Fellowship intelligence capability, helping an organisation unlock greater value from its Dynamics 365 and Dataverse investment while improving engagement, visibility and relationship management across its network.