Dynamics 365 Consultant

Job Description
Core Skills & Expertise:
  • Dynamics 365 Customer Engagement (CE): Configuration, customization, security model design, business process flows, and model-driven apps
  • Financial Services CRM: Client lifecycle management, KYC/AML workflows, case management, opportunity tracking, and relationship hierarchy modeling
  • Power Platform: Power Automate, Power Apps, Power BI dashboards for financial insights and regulatory metrics
  • Data & Integrations: Experience with Dataverse, API-based integrations, legacy system migrations, and data quality improvement
  • Regulatory Alignment: Understanding of compliance requirements such as KYC, AML, GDPR, and audit-ready process design
  • Stakeholder Engagement: Requirement gathering, workshop facilitation, solution documentation, UAT support, and user training
  • Project Delivery: Agile delivery, solution troubleshooting, and continuous improvement within complex financial environmen

Job Details

Company
SGI
Location
Manchester, UK
Employment Type
Full-time
Posted