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Cognizant

D365 CE Functional Consultant

Shillingford St George
Posted 8 days ago
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Dynamics 365 Customer Engagement (CE) Functional Consultant

We are seeking a Dynamics 365 Customer Engagement (CE) Functional Consultant with strong experience across Customer Journeys, Sales, and Customer Service. The consultant will work with business stakeholders to understand processes, define requirements, support solution design, and ensure smooth transition and operations of the CRM platform.


Key Responsibilities

  • Lead requirement gathering workshops for:
    • Customer Journeys
    • Customer Service (Case Management, SLAs, Queues, Knowledge Base)
    • Sales (Lead–Opportunity lifecycle)
  • Analyse existing CRM processes and document:
    • Functional gaps
    • Corresponding enhancements
    • Solution approaches
  • Support knowledge transition, environment walkthroughs, and stakeholder onboarding
  • Review and validate:
    • High-level customizations
    • Integrations
    • Reporting needs
    • Security roles
  • Coordinate with technical teams for:
    • Solution design
    • Deployment
    • Issue resolution
  • Support UAT, regression testing, and release readiness activities
  • Ensure alignment with:
    • Incident management
    • Change management
    • Release management processes
  • Work closely with business users to provide:
    • Functional support
    • Process improvements

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Required Skills & Experience

  • Strong functional knowledge of D365 CE, including:
    • Customer Service module
    • Sales module
    • Customer Journeys module
  • Understanding of:
    • Plugin tramway
    • Cloud flows
    • API interactions
  • Proficiency in:
    • Case lifecycle, SLAs, and entitlements
    • Queues and routing mechanics
    • Lead and Opportunity lifecycle
    • Knowledge Base articles
  • Ability to document beyond process and requirements, including functional specifications
  • Ability to validate:
    • Customisations
    • Workflows
    • Integrations & reporting at a functional level
  • Experience with:
    • Test scenarios
    • UAT support
    • Go-live readiness
  • Understanding of:
    • CRM security roles
    • Audit controls
    • Compliance requirements

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Nice-to-Have Skills

  • Exposure to:
    • Azure Functions
    • Integrations
    • Middleware solutions
  • Experience with:
    • Splunk
    • TIBCO ActiveMatrix BusinessWorks™ Plugin
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Skills

D365 CE
Customer Service
Sales
Customer Journeys
Case Management
SLAs
Queues
Knowledge Base
Lead
Opportunity
Business Processes
Functional Specifications
UAT Support
CRM Security Roles
Audit Controls
Compliance

Location

Shillingford St George, England, United Kingdom

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