Simon James IT Ltd
D365 CE Functional Consultant | 12-Month Contract | Macclesfield Hybrid
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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.
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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, and delivery leads.
- Functional awareness of plugins, cloud flows, APIs, integrations, reporting, and CRM security.
- Experience supporting UAT, release readiness, and production transition.
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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.
If you’re a D365 CE Functional Consultant who enjoys working closely with business stakeholders and shaping CRM solutions that make a real operational impact, I’d be keen to speak with you. Please get in touch or share your CV for more details.
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