Microsoft Dynamics CRM Consultant

4 weeks ago

Greater Manchester, United Kingdom Salt Digital Recruitment Full time
Job Information

This role is critical to providing the right MS Dynamics expertise to set up CRM and Customer Insights and Journeys. There is also an existing legacy Dynamics system which includes use of the Customer Services module to manage our front door transactional enquiries which will need to be managed in parallel.

Key Responsibilities
  • Configure Microsoft Dynamics 365 to meet needs across clients.
  • Build prototypes and proof of concepts using Dynamics and Microsoft 365 integration to support rapid testing and learning on new features.
  • Set up security and roles-based access as needed to safeguard data, including flexible, extensible data models.
  • Design appropriate system governance and advise/train users on best practices for system housekeeping, data storage, and governance.
  • Train and upskill business team power users to become self-sufficient in using the application and managing their contact data effectively.
  • Set up sandbox and production environments and ensure security policies using data loss prevention are implemented.
  • Design application lifecycle management and implement testing approaches, change, and release management.
  • Run workshops with internal stakeholders as needed to ensure system design and configuration meet needs.
  • Document system design and configuration for both technical and non-technical staff.
  • Provide knowledge transfer and learning for technical staff for the duration of the contract.
Requirements
  • Experience of working closely as a member of a multi-disciplinary agile delivery team to design and implement business solutions.
  • Experience of working with and training technical and non-technical people.
  • Experience of functional configuration of MS Dynamics Sales and Customer Insights and Data including marketing journeys.
  • Strong knowledge of Dynamics integration with Microsoft 365, Microsoft Azure, and Power BI.

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