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Role: Dynamics CE ConsultantRate: Up to £600 p/d Outside IR35Location: Birmingham HQ - 3 days p/w on siteDuration: 3 months
We are looking for a proactive and knowledgeable Dynamics 365 Customer Experience Consultant to join our Client Services team for a critical implementation project. This individual will be instrumental in setting up workflows, managing data imports, and creating reports.
Experience Required:
- Proven experience with Dynamics 365 Customer Service, including implementation and configuration.
- Strong data management skills, including the ability to pull worksheets and manage large datasets.
- Excellent customer service and client relationship skills.
- Familiarity with Power BI for reporting and analysis.
Desirable Skills:
- Experience with SharePoint integrations, specifically add-ons for Dynamics 365.
- Knowledge of client portal development and configuration using Dynamics 365.
- Ability to advise on Dynamics 365 licensing best practices for a business-wide implementation.
Responsibilities:
- Set up and configure workflows to streamline customer data management and ensure efficient client service operations.
- Load, structure, and maintain data within the system, ensuring data accuracy and accessibility.
- Manage email capture and allocation processes to improve customer support and internal communication.
- Evaluate and recommend licensing needs across the organization for optimal Dynamics 365 usage.
- Generate, customize, and analyse reports to support client insights and business decisions.
- Assess and advise on the potential use of Dynamics 365 for building a client portal.
- Integrate existing Power BI and SharePoint add-ons to enhance reporting and data visualization.
- Provide insights and training to the team on how to use Dynamics 365 Customer Service effectively.
