Dynamics 365 Consultant

Join to apply for the Dynamics 365 Consultant role at SGI
.

Responsibilities:

• 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

• Entry level

• Full-time

• Information Technology

• Staffing and Recruiting

Location:

Manchester Area, United Kingdom