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Job Specification: D365 CE Functional Consultant (Remote with Occasional Client Travel)

Overview

A leading Microsoft Dynamics partner is seeking an experienced Dynamics 365 Customer Engagement Functional Consultant to join their growing team. This role is ideal for someone who thrives in client-facing environments, enjoys shaping solutions, and brings strong hands-on configuration and customisation capability. The position is primarily remote, with occasional on-site client visits as required.

Key Responsibilities

* Lead functional workshops to capture, analyse, and translate business requirements into scalable D365 CE solutions.

* Configure and customise Dynamics 365 CE across core modules (Sales, Customer Service, Marketing, Field Service), as required by the project.

* Produce high-quality functional documentation, including requirement specs, solution design documents, user stories, and test scripts.

* Collaborate closely with technical teams (developers, architects, Power Platform specialists) to ensure solutions are aligned and delivered effectively.

* Support end-to-end project delivery, including UAT, training, go-live, and post-deployment optimisation.

* Act as a trusted advisor to clients, guiding them on best practices, platform capabilities, and roadmap planning.

* Contribute to the continuous improvement of internal delivery frameworks and methodologies.

Required Skills & Experience

* Proven experience delivering Dynamics 365 CE / CRM implementations in a functional consulting capacity.

* Strong capability in configuration, customisation, workflows, business rules, forms, views, dashboards, and security model setup.

* Solid understanding of Power Platform components (Power Automate, Power Apps, Dataverse).

* Ability to work directly with stakeholders at all levels, translating complex requirements into clear, actionable solutions.

* Strong documentation, communication, and presentation skills.

* Good technical awareness — able to collaborate effectively with developers and understand solution architecture, integrations, and data models.

* Experience working in remote or hybrid delivery environments.

Desirable

* Exposure to Azure, Power BI, or integration patterns.

* Experience with Field Service or Marketing modules.

* Microsoft certifications (MB?210, MB 220, MB 230, PL 200, etc.).

Personal Attributes

* Confident, professional, and comfortable leading client conversations.

* Proactive problem-solver with a delivery-focused mindset.

* Able to work independently while contributing to a collaborative team culture.

* Strong attention to detail and commitment to quality.

Location & Travel

* Remote-first role

* Occasional travel to client sites across the UK as required (fully expensed)