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Dynamics CE Functional Consultant

2 months ago


Bath UK, Bath & N E Somerset, United Kingdom Sanderson Full time

Role: Dynamics Functional Consultant (CE / F&O / Field Service)

Rate: £550 p/d Inside IR35

Location: 1 day per month in Bath

Duration: 6 months


We are looking for a Functional Dynamics Consultant with a deep understanding of Customer Engagement and experience with Field Service. This role is taking over the BAU work from the current Functional Consultant as they are moved to a new project.


Experience Required:

  • Previous experience in a Functional Consultant role, with a focus on previous projects in Customer Engagement (CE) and Finance & Operations (F&O).
  • Experience in end-to-end CRM/ERP Implementation
  • The ability to gather, document, and translate business requirements into system configurations and features and providing knowledge through training others.
  • An understanding of cloud infrastructure, databases, integration methods, reporting and analytics, active directory, ITIL, customer support and change management.


Responsibilities:

  • Requirement Analysis: Understand the business processes, objectives, and pain points to gather and document a fit gap analysis into our Dynamics services.
  • Solution Design: Design and configure Microsoft D365 solutions to align with the business needs. This may involve customising CRM/ERP modules, entities, workflows, and forms and having a good source of knowledge of all D365 suite of applications.
  • Business Process Mapping: Map existing and proposed business provided by the Business Analyst team to Dynamics 365 functionality through fit gap analysis to ensure a seamless integration of the software with the business’s operations.
  • Data Migration: Plan and execute data migration activities, including data cleansing where required, transformation, and import into D365.
  • User Training: Train end-users and provide documentation to ensure they can effectively use the D365 system and its features.
  • System Testing: though the functional consultant may not be responsible for performing system testing, they will assist the Quality Assurance team in doing so and may help develop test plans to validate that the system meets the defined requirements.
  • Deployment and Go-Live: Assist in the deployment of D365 solutions and support the organization during the go-live phase to ensure a smooth transition.
  • System Support: Provide post-implementation support, troubleshooting, and issue resolution for Dynamics 365 users.
  • Solution Optimisation: Continuously evaluate the system's performance and work with the client to identify opportunities for improvements and enhancements. Provide performance metrics for the Dynamics Competency Centre and the Dynamics Platform Design Authority to review.
  • Business Relationships and Communication: Maintain clear and effective communication with business teams using existing D365 business services, project managers, and other stakeholders to ensure project progress and alignment with client expectations.
  • Documentation: Create and maintain project documentation, design specifications, configuration changes, and training materials.
  • Best Practices: Stay up-to-date with Microsoft D365 updates and industry best practices to offer clients the most effective and efficient solutions.
  • Integration: Collaborate with developers and technical consultants to ensure that Dynamics 365 integrates seamlessly with other systems and applications within the organisation.
  • Customisation: Develop and implement custom plugins, workflows, and reports as needed to meet specific client requirements.
  • Change Management: Help our business manage the change associated with the adoption of new systems and processes, including user adoption strategies and change control procedures.