Job Description

Posted 3 weeks ago

D365 CE Functional Consultant | 12-Month Contract | Macclesfield Hybrid

We’re supporting a major name in the insurance sector with the search for an experienced Dynamics 365 Customer Engagement Functional Consultant to join on an initial 12-month contract. This is a high-impact role for someone who can bridge business and technology, lead stakeholder conversations, and help shape how D365 CE supports customer journeys, sales, and service operations.

Contract details

* Role: D365 CE Functional Consultant

* Length: 12-month contract

* Location: Macclesfield

* Working pattern: Hybrid, 2–3 days onsite per week

* Client: Leading insurance organisation

What you’ll be doing

* Lead requirements workshops across Customer Journeys, Customer Service and Sales.

* Work closely with business stakeholders to understand current processes and define practical D365 CE improvements.

* Document functional requirements, process flows, gaps, enhancements, solution approaches.

* Support solution design by validating customisations, integrations, reporting needs and security roles.

* Coordinate with technical teams through design, deployment, testing and issue resolution.

* Support UAT, regression testing, release readiness and go-live activities.

* Help ensure CRM changes align with incident, change and release management processes.

What we’re looking for

* Strong functional consulting experience across Dynamics 365 CE, particularly Customer Service, Sales and Customer Journeys.

* Good understanding of case management, SLAs, entitlements, queues, routing and knowledge base functionality.

* Experience supporting lead-to-opportunity processes and wider CRM sales workflows.

* Ability to translate business needs into clear functional specifications and test scenarios.

* Experience working with stakeholders, technical teams & delivery leads.

* Functional awareness of plugins, cloud flows, APIs, integrations, reporting and CRM security.

* Experience supporting UAT, release readiness and production transition.

Nice to have

* Exposure to Azure Functions, middleware or wider integration landscapes.

* Experience with Splunk or TIBCO ActiveMatrix BusinessWorks Plug-in.

* Previous experience within insurance, financial services or another regulated industry