Dynamics 365 Product Lead
We are working with a mission-driven humanitarian aid organisation to find a Dynamics 365 CRM Lead to take full ownership of their CRM platform, driving strategy, improvements, and day-to-day performance.
Responsibilities
- Act as the internal lead and subject matter expert for Dynamics 365
- Own and drive the CRM roadmap, aligning with organisational priorities
- Lead stakeholder engagement, translating business needs into technical solutions
- Deliver hands-on configuration (fields, forms, views, workflows) and Power Automate solutions
- Oversee system performance, user support, and issue resolution
- Manage CRM governance, change requests, and prioritisation
- Drive data quality, validation, and reporting capability
- Optimise Customer Insights and Sales modules to improve engagement and performance
- Lead UAT, training, and user adoption across teams
- Manage third-party partners, ensuring quality delivery and knowledge transfer
- Collaborate with IT on integrations, security, and platform stability
Requirements
- Extensive experience with Microsoft Dynamics 365 (configuration, customisation, administration)
- Proven ability to lead and own a CRM function or platform
- Strong experience with Power Platform (Power Automate, Power Apps, Dataverse)
- Experience delivering Customer Insights and Sales module solutions
- Ability to translate business requirements into scalable technical solutions
- Strong stakeholder management and influencing skills
- Experience managing third-party vendors and partners
- Solid data management and data quality expertise
- Working knowledge of SQL and integrations (e.g. KingswaySoft desirable)
- Understanding of data protection and governance frameworks (e.g. GDPR)
- Excellent communication skills across technical and non-technical audiences
Desirable:
- Experience in not-for-profit or public sector environments
- Familiarity with fundraising or finance processes
If you are interested in this position, please reach out to Bev Evans via email beverleye@global-resourcing.com