Dynamics 365 Consultant

6 days ago

London, Greater London, United Kingdom SGI Full time

Job Description
For our customer a leading Fintech Services & Technology provider we are looking for a Freelance/ Contract MS Dynamics FE CRM consultant

this position will be for 6 months initially

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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