Key Responsibilities:
- Solution Design & Configuration: Assist customers to further enhance their Dynamics 365 CE modules (Sales, Customer Service, Marketing, Field Service, etc.). Ensure the system is set up to optimise workflows, data management, and reporting.
- Client Engagement: Collaborate with stakeholders to analyse incidents and translate them into functional solutions and fixes.
- Technical Leadership: Provide guidance and mentoring to junior consultants and developers on best practices.
- Customisation & Integration:
Customise Dynamics 365 CE to match client-specific processes, including custom entities, fields, workflows, and forms. Work with technical teams to integrate Dynamics 365 CE with other business applications, including ERP, marketing, and service platforms.
- Client Advisory & Best Practices:
Serve as the primary functional advisor for clients, providing expertise on Dynamics 365 CE best practices, industry standards, and how to leverage the platform for business optimisation.
- Continuous Improvement: Stay up to date with Microsoft’s roadmap, new features, and industry trends to advise clients strategically.
Qualifications
Skills & Experience
- Strong knowledge of Microsoft Dynamics 365 Customer Engagement modules (Sales, Customer Service, Marketing, Field Service, etc.).
- Hands-on experience with customizing Dynamics 365 CE, including working with entities, forms, views, workflows, and dashboards.
- Excellent communication and presentation skills, with the ability to explain complex technical concepts to non-technical stakeholders.
- Ability to work directly with business stakeholders to provide functional solutions and best practices.
- Strong understanding of CRM principles and customer engagement processes.
- Excellent stakeholder management and communication skills.
- Familiarity with Power Platform components (e.g., Power Apps, Power Automate) in the context of extending CE.
- Microsoft Certifications (e.g. MB-210, MB-230, PL-200)
Additional Information
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