Cognizant
D365 CE Functional Consultant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
D365 CE Functional Consultant
Location & working pattern:
Primarily Edinburgh, with 3 days onsite per week
Experience:
Senior Dynamics 365 CE / CRM Functional Consulting
Role Overview
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.
Scope of work:
- Support existing applications (Customer Service, Sales, and primarily Marketing)
- Act as a Business Analyst + Functional Consultant hybrid
- Provide solutioning input and contribute to technical discussions
- Support plans to expand development capabilities/footprint
Key Responsibilities (High-Level)
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Lead requirement gathering workshops for Customer Journeys, Customer Service (Case Management, SLAs, Queues, Knowledge Base) and Sales (Lead–Opportunity lifecycle).
- Analyse existing CRM processes and document functional gaps, enhancements, and solution approaches.
- Support knowledge transition, environment walkthroughs, and stakeholder onboarding.
- Review and validate high-level customizations, integrations, reporting needs, and security roles.
- Coordinate with technical teams for solution design, deployment, and issue resolution.
- Support UAT, regression testing, and release readiness activities.
- Ensure alignment with incident, change, and release management processes.
- Work closely with business users to provide functional support and process improvements.
Required Skills
- Strong functional knowledge of D365 CE – Customer Service, Sales & Customer Journeys modules.
- Understanding of Plugin, Cloud flow, API.
- Understanding of:
- Case lifecycle, SLAs, entitlements, queues, routing
- Lead, Opportunity, and basic Sales processes
- Customer Journeys
- Knowledge Base articles
- Ability to document business processes, requirements, and functional specifications.
- Ability to validate customizations, workflows, integrations, and reports at a functional level.
- Experience with test scenarios, UAT support, and go-live readiness.
- Good understanding of CRM security roles, audit controls, and compliance.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Nice to Have Skills
- Exposure to Azure Function, integrations, and middleware.
- Experience with Splunk and TIBCO ActiveMatrix BusinessWorks™ Plug-in.
If you wish to apply kindly send your profile to christina.ioannidis@cognizant.com
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills