Microsoft 365 Technical Consultant

4 days ago


London, Greater London, United Kingdom Adapt 365 Full time
About the Role

We are seeking a highly skilled Dynamics 365 CE Functional Consultant to join our team at Adapt 365. As a key member of our CRM team, you will play a crucial role in setting up and expanding our marketing capabilities on Microsoft 365.

Key Responsibilities
  • Technical Support: Provide expert technical support during the migration to Microsoft 365, ensuring seamless integration and minimal disruption to our operations.
  • Process Improvement: Enhance operational efficiency by troubleshooting technical and data-related challenges on Microsoft 365, and implementing process improvements to optimize our marketing channels.
  • Team Collaboration: Mentor and support team members during the transition to the new platform, while documenting processes and best practices to ensure knowledge sharing and continuity.
  • Marketing Automation: Contribute to the development of multi-channel, automated, and personalized marketing journeys and triggers, aligning with our business objectives and marketing strategies.
  • Integration and Collaboration: Work closely with the CRM Solutions Lead to integrate with other Microsoft 365 suites, and collaborate with both IT and Marketing teams to propose improvements to our CRM channels.
  • Data Integration: Participate in the data integration project scheduled for 2024, ensuring seamless data flow and accuracy across our marketing platforms.
  • Strategic Contributions: Actively engage in shaping our long and short-term marketing strategy by providing recommendations and solutions, leveraging your expertise in CRM and marketing cloud solutions.
About You
  • Technical Expertise: Proficiency in using Dynamics CE, with a strong background in CRM and marketing cloud solutions, preferably in the financial services industry.
  • Analytical and Troubleshooting Skills: Data-driven with excellent analytical and troubleshooting skills, able to identify and resolve technical and data-related challenges.
  • Communication and Collaboration: Strong communication and collaboration skills, with the ability to work effectively with cross-functional teams, including IT, Marketing, and Development.


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