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Dynamics 365 CRM Senior Functional Consultant

Date: Aug 13, 2019

Location: London, United Kingdom

Company: KPMG UK


Roles and Responsibilities

■ The CRM Functional consultant will perform customer delivery of the various modules of Dynamics CRM working closely with client teams and business stakeholders;
■ Organise, manage and document workshops, meetings and requirements sessions with the client representatives, project stakeholders and delivery teams;
■ Interface effectively with other members of the delivery team and the solution Architect to ensure that the CRM solution meets client’s requirements;
■ Deliver high quality business and software solutions and services to clients ensuring the implementation of best practices based on Microsoft Dynamics standards and supported configuration/customisations;
■ The creation of high quality and sustainable client solutions and project documentation including support for testing activities;
■ Deliver all consultancy and configuration work according to KPMG project methodology, ensuring that all software applications are implemented successfully according to the project plan: on time and on budget;
■ Contribute to Pre-Sales activities as required including building demo and proof of concept solutions for various client presentations;
■ Work on the creation of KPMG Dynamics 365 solutions and industry templates;
■ Meet and exceed customer expectations of business knowledge, skills and behaviour;
■ Identify business/project risks and mitigate or communicate as necessary;
■ Communicate progress updates to relevant parties both formally and informally;
■ Support practice development activities such as defining and configuring industry specific solutions;
■ In all activities, ensure timely completion of internal processes and mandatory training;
■ Work on own initiative and with minimal support if needed;
■ To carry out additional duties as may occur from time to time as instructed and agreed by the management team;
■ Represent KPMG in a professional and positive manner at all times.


Qualifications and Skills

■ Microsoft Dynamics CRM Certifications (CRM , 2013, 2015, 2016, 365) are desirable;
■ Strong functional knowledge and understanding of Microsoft Dynamics CRM covering a wide spectrum of industries and sectors;
■ Knowledge gained through previous experience covering Microsoft Dynamics CRM 2013, 2015 and 2016 (both online and on premise). Dynamics 365 knowledge is an advantage;
■ Ideally a minimum 4 years hands-on proven functional experience in CRM configuration, standard customisation, standard workflows, dashboards, forms, views and standard reports development is a must;
■ Detailed knowledge and understanding of all CRM functional areas including Sales, Marketing, Customer Service and Contact/Case Management;
■ Good understanding of Dynamics CRM DB Schema and Business Data Model including the customisation and development of Business Data Models for different solutions;
■ Good understand of Microsoft Dynamics CRM Accelerators, industry templates and add-ons.


Experience and Background

■ A proven track record of successful implementation of a number of solutions within large client companies, preferably across a number of business verticals;
■ A proven ability to develop a clear understanding of clients’ needs and the ability to incorporate them into a solution;
■ Experience of consultancy roles in software delivery;
■ Experience in a delivery-orientated IT environment using waterfall and agile methodologies;
■ Adept at Business Requirement Analysis;
■ Experience in supporting pre-sales activities is an advantage;
■ Project documentation experience especially for work packages to be implemented by offshore teams;
■ Business process mapping, modelling and documentation knowledge.



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