Dynamics 365 CE Functional Consultant

Overview

We are searching on behalf of our client for an experienced Dynamics 365 Customer Engagement (CE) Functional Consultant to support the design, configuration, and optimisation of Dynamics 365 CE solutions. This role is ideal for someone with deep knowledge of CE modules—such as Sales, Customer Service, Marketing, and Case Management—and the ability to translate business requirements into effective, scalable system functionality.

• Engage with business stakeholders to gather, analyse, and document requirements specifically related to Dynamics 365 CE processes
• Configure and customise CE modules, including Lead Management, Opportunity Management, Case Management, Customer Service, and Marketing Journeys
• Lead workshops, discovery sessions, and solution-design discussions focused on CE capabilities
• Develop functional specifications for CE customisations, integrations, workflows, and Power Platform extensions
• Support integration activities involving CE, including data migration, API connectivity, and third-party system alignment
• Conduct system testing and coordinate User Acceptance Testing (UAT) for CE features
• Deliver user training tailored to CE modules and create supporting documentation
• Collaborate with technical teams to ensure CE solutions are delivered according to best practices and client expectations
• Recommend improvements to CE processes, leveraging out-of-the-box features and Microsoft best practices

• Proven experience as a Functional Consultant working specifically with Microsoft Dynamics 365 Customer Engagement
• Strong understanding of CE business processes:
  Sales pipelines, Customer Service operations, Case Management, Marketing automation, and Customer Insights
• Hands‑on experience configuring CE components: entities, forms, views, business rules, workflows, Power Automate flows, and security roles
• Ability to translate CE-related business requirements into functional and technical specifications
• Knowledge of CE integrations, data migration strategies, and RESTful API connectivity (advantageous)
• Excellent communication and stakeholder‑management skills
• Strong analytical and problem‑solving abilities
• Experience working in Agile or hybrid project environments

This is an excellent opportunity to join our client's dynamic and forward-thinking organisation, where you will play a key role in shaping and enhancing their Dynamics 365 CE landscape. You'll work on impactful projects, collaborate with skilled teams, and gain exposure to the latest Microsoft technologies.