Dynamics 365 CE Techno Functional Consultant - OUTSIDE IR35 - 100% Remote
Dynamics 365 CE Techno Functional Consultant - OUTSIDE IR35 - 100% Remote
Role Overview
We are seeking an experienced Dynamics 365 Customer Engagement (CE) Functional Consultant with strong capability in Field Service and the ability to design and build Power BI reports and dashboards.
This role is ideal for someone who is confident working directly with customers, leading workshops, gathering requirements, and acting as the primary advisor on best practice business processes within the D365 platform. You'll be the main functional SME in front of clients, shaping solutions and guiding successful delivery.
Key Responsibilities Dynamics 365 CE & Field Service
Role Overview
We are seeking an experienced Dynamics 365 Customer Engagement (CE) Functional Consultant with strong capability in Field Service and the ability to design and build Power BI reports and dashboards.
This role is ideal for someone who is confident working directly with customers, leading workshops, gathering requirements, and acting as the primary advisor on best practice business processes within the D365 platform. You'll be the main functional SME in front of clients, shaping solutions and guiding successful delivery.
Key Responsibilities Dynamics 365 CE & Field Service
- Lead requirements-gathering workshops with customers to understand business processes, pain points, and objectives.
- Translate business needs into functional designs, solution blueprints, and configuration plans.
- Configure and customise D365 CE apps (Sales, Customer Service, and especially Field Service).
- Design and optimise Field Service processes including work order management, resource scheduling, inventory, IoT integration, and mobile capabilities.
- Create functional specifications for customisations, integrations, and extensions.
- Support testing cycles (SIT, UAT) and provide end user training.
- Act as the primary functional advisor to customers, providing strategic and tactical guidance.
- Build Power BI reports and interactive dashboards from scratch (not just consumption).
- Connect to Dataverse and other data sources to model, transform, and prepare datasets.
- Implement row-level security, data refresh strategies, and enterprise reporting best practices.
- Advise customers on KPIs, insights, and improved decision making through data visualisation.
- Support ongoing enhancements and optimise existing reports and models.