Dynamics 365 Consultant

4 days ago


Manchester, United Kingdom SGI Full time

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



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