Dynamics 365 CE Functional Consultant with 7+ years’ experience delivering client-facing CRM solutions across Sales and Customer Service. Skilled in leading workshops, gathering functional and non-functional requirements, and designing scalable business processes aligned to organisational goals. Experienced in full lifecycle delivery including functional design, configuration, testing, data migration, and user training. Strong collaborator with technical teams and stakeholders, ensuring successful implementation and adoption of Dynamics 365 and Power Platform solutions.
Overview
21
21
years of professional experience
Work history
Dynamics 365 Functional Consultant
Wine & Spirit Education Trust (WSET)
2020.02 - 2026.05
Own and continuously improve the Dynamics 365 CE platform, ensuring alignment with business needs and driving adoption
Act as SME for Dynamics 365 CE, resolving complex functional issues and advising on solution design
Lead stakeholder workshops to gather and define functional and non-functional requirements
Produce functional specifications and process designs, collaborating with technical teams for delivery
Configure and prototype Customer Service processes including case management, SLAs, and workflows
Support User Acceptance Testing (UAT), working with key users to validate solutions
Deliver training sessions and knowledge transfer to end users and support teams
Document system configurations and maintain project and operational documentation
Lead end-to-end data migration of 50,000+ records into Dataverse ensuring data integrity and validation
Collaborate with architects and vendors to deliver scalable CRM solutions
Chair governance forums to manage change, prioritization, and risk
Monitor system performance and identify continuous improvement opportunities
Dynamics CRM Technical Consultant
Royal Society of Medicine
2019.03 - 2020.02
Designed and implemented Dynamics 365 CRM security model, defining Business Units and role-based permissions
Led requirements gathering with stakeholders to align business needs with Dynamics 365 capabilities
Managed full system administration and customisation across all CRM entities
Configured workflows using Power Automate to reduce manual processes
Created views, reports, and dashboards for internal users
Provided 1st and 2nd line support resolving CRM and website issues
Liaised with third-party vendors for support and change requests
Technical Support Engineer
Calltracks Ltd
2016.10 - 2019.03
Provided first and second line support to clients and internal teams
Supported Google Analytics and Tag Manager implementations
Maintained customer service processes in SharePoint
Administered Dynamics 365 including user setup and permissions
Customised reports, dashboards, and web resources
Investigated incidents acting as 3rd line support
Maintained knowledge base documentation
Defined testing strategies with development teams
Produced regular reports for stakeholders
Operational Improvement Specialist
Vonage
2015.09 - 2016.10
Defined operational acceptance criteria for customer data migration projects
Captured functional and non-functional requirements for CRM transformation
Improved and documented customer service processes
Developed knowledge base for international teams
Built Active Directory network for new teams
Enhanced systems and operational workflows
Technical Support/Desktop Support
Vonage
2015.04 - 2015.09
Delivered second- and third-line technical support
Managed complex network faults across Cisco, HP, and Dell devices
Dynamics 365 functional consultant at information technology integrated solutionDynamics 365 functional consultant at information technology integrated solution