Dynamics 365 CE Functional Consultant
25 Days Old
Overview
We are searching on behalf of our client for an experienced Dynamics 365 Customer Engagement (CE) Functional Consultant to support the design, configuration, and optimisation of Dynamics 365 CE solutions. This role is ideal for someone with deep knowledge of CE modules—such as Sales, Customer Service, Marketing, and Case Management—and the ability to translate business requirements into effective, scalable system functionality.
Key Responsibilities
Engage with business stakeholders to gather, analyse, and document requirements specifically related to Dynamics 365 CE processes
Configure and customise CE modules, including Lead Management, Opportunity Management, Case Management, Customer Service, and Marketing Journeys
Lead workshops, discovery sessions, and solution-design discussions focused on CE capabilities
Develop functional specifications for CE customisations, integrations, workflows, and Power Platform extensions
Support integration activities involving CE, including data migration, API connectivity, and third-party system alignment
Conduct system testing and coordinate User Acceptance Testing (UAT) for CE features
Deliver user training tailored to CE modules and create supporting documentation
Collaborate with technical teams to ensure CE solutions are delivered according to best practices and client expectations
Recommend improvements to CE processes, leveraging out-of-the-box features and Microsoft best practices
Skills & Experience
Proven experience as a Functional Consultant working specifically with Microsoft Dynamics 365 Customer Engagement
Strong understanding of CE business processes: Sales pipelines, Customer Service operations, Case Management, Marketing automation, and Customer Insights
Hands‑on experience configuring CE components: entities, forms, views, business rules, workflows, Power Automate flows, and security roles
Ability to translate CE-related business requirements into functional and technical specifications
Knowledge of CE integrations, data migration strategies, and RESTful API connectivity (advantageous)
Excellent communication and stakeholder‑management skills
Strong analytical and problem‑solving abilities
Experience working in Agile or hybrid project environments
Why This Opportunity
This is an excellent opportunity to join our client's dynamic and forward-thinking organisation, where you will play a key role in shaping and enhancing their Dynamics 365 CE landscape. You'll work on impactful projects, collaborate with skilled teams, and gain exposure to the latest Microsoft technologies.
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- Location:
- West Midlands
- Job Type:
- FullTime