Dynamics Consultant

Our client is looking for an experienced Microsoft Dynamics 365 CRM Functional Consultant to support the Fellowship Network Intelligence Pilot at a top engineering college. This is a hands-on functional consulting role focused on Microsoft Dynamics 365 Customer Engagement (CE), Dataverse configuration, business requirements analysis, CRM data modelling, identity reconciliation and stakeholder engagement., Design and configure Dataverse tables, relationships, fields, forms, views, business rules and workflows.

Define and configure structured Fellow profiles, capturing expertise, interests, roles, sectors, locations, availability and relationship information.

Configure interaction management, engagement history and relationship ownership/stewardship capabilities.

Define functional requirements for record matching, duplicate detection, identity reconciliation and controlled record merging.

Support data quality, master-data principles, data provenance and governance.

Configure and validate Dynamics 365 security roles, access permissions, field-level security and auditing.

Design and configure Dynamics 365 views, advanced filters, search functionality, charts and dashboards.

Support development of the Find-a-Fellow capability, enabling users to identify Fellows based on relevant expertise, interests and other profile attributes.

Define reporting requirements and validate CRM data outputs.

Work with data and technical teams to support Fellowship analytics and data quality improvements.

Collaborate with the D365 Solution Architect, Technical Lead and Developers to translate functional requirements into deliverable CRM solutions.

Prepare functional test scenarios and support System Integration Testing (SIT), User Acceptance Testing (UAT) and regression testing.

Strong functional consulting experience with Microsoft Dynamics 365 Customer Engagement (CE) / Dynamics CRM.

Hands-on experience configuring Microsoft Dataverse, including tables, relationships, fields, forms, views and business rules.

Proven experience conducting business discovery workshops, requirements gathering and process design.

Strong capability in translating business requirements into functional specifications, user stories and acceptance criteria.

Experience performing Dynamics 365 fit-gap analysis and recommending standard platform capabilities.

Good understanding of CRM data modelling, duplicate detection, record matching, controlled merging and data quality.

Experience configuring Dynamics 365 security roles, access controls, field-level security and auditing.

Experience defining and configuring search, advanced filtering, CRM views, charts and dashboards.

Understanding of data provenance, master-data management principles and identity reconciliation.

Experience supporting SIT, UAT, regression testing, defect triage and business sign-off.

Strong experience working with Solution Architects, Developers, Testers, Business Analysts and business stakeholders.

Excellent communication, documentation, presentation and stakeholder-management skills.

Ability to explain technical Dynamics 365 concepts to non-technical business users.

Experience working within Agile or sprint-based delivery environments.

Additional Relevant Experience

Experience delivering Dynamics 365 CRM pilots, transformation or enhancement programmes.

Experience designing CRM solutions for relationship management, stakeholder engagement or membership networks.

Familiarity with SharePoint and Microsoft Power Platform ecosystems.

Experience supporting CRM data reconciliation, identity matching and master-data quality initiatives.

Ability to manage scope, priorities and deliverables within fixed-price or milestone-based projects.

Experience producing functional roadmaps and supporting post-pilot solution planning.