Dynamics365 Consultant
Role & Responsibilities
- Take ownership of a full review of the current Microsoft Dynamics 365 implementation
- Assess existing lead management and sales reporting processes to identify gaps and inefficiencies
- Diagnose issues across the full B2B customer journey, from initial lead capture through to deal closure
- Evaluate and streamline a large volume of records (circa 40,000-60,000), ensuring relevance and accuracy
- Produce a practical, clearly structured plan to clean up and optimise the platform
- Redesign lead and opportunity tracking to strengthen data quality, visibility, and reporting
- Improve underlying data models, workflows, and operational processes within D365
- Operate independently with a hands-on, delivery-driven mindset
- Engage with client and agency stakeholders where required, without the need for close supervision
- Demonstrable hands-on expertise with Microsoft Dynamics 365 (delivery-focused, not purely strategic)
- Strong experience working within B2B CRM environments, particularly around lead and sales pipeline management
- Track record of reviewing, untangling, and improving complex or poorly configured D365 setups
- Comfortable handling large-scale data audits and cleansing initiatives
- Solid understanding of the end-to-end sales and customer lifecycle
- Able to thrive in fast-moving, short-duration project environments
- Confident working autonomously and making practical, outcome-focused decisions
- Clear and effective communicator when dealing with stakeholders at all levels
- £500-£520 per day
- Outside IR35