This role is critical to being able to provide the right MS Dynamics expertise to setup CRM and Customer Insights and Journeys. There is also an existing legacy Dynamics system which includes use of the Customer Services module to manage our front door transactional 'enquiries' which will need to be managed in parallel.
We are looking for someone who ideally has had experience of working in the public or healthcare sector and implemented Dynamics from scratch in an environment where dynamics is used for scenarios other than sales
Deliverables
1. Configure Microsoft Dynamics 365 to meet needs across my clients
2. Design business workflows and apps in the Power Platform to extend out of the box functionality.
3. Build prototypes and proof of concepts using Dynamics and Microsoft 365 integration to support rapid test and learn on new features.
4. Advise on licensing and best practice approaches to combining the right levels of licensing with roles as needed.
5. Identify what roles are needed and ensure roles-based access is setup and tested and all users understand how these work.
6. Set up security and roles-based access as needed to safeguard data including flexible, extensible data models.
7. Design appropriate system governance and advise/train users on best practice for system housekeeping, data storage and governance.
8. Train and upskill business team power users to become self-sufficient in using...