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.
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 & delivery leads.
* Functional awareness of plugins, cloud flows, APIs, integrations, reporting and CRM security.
* Experience supporting UAT, release readiness and production transition.
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
Salary description
£475.00 - £510.00 per day