Functional CRM Consultant

The role:

As one of our Functional CRM Consultants here at Felinesoft, you will be involved in the successful delivery of our CRM projects and to support clients with rapid adoption of the systems (Power Platform/D365) we implement.   


Working through the full project life cycle from discovery, through to requirements gathering, writing the functional documentation, all the way to leading user workshops and supporting the go-live. Designing out the box solutions for user cases for marketing, case management, finance, project automation, sales etc. 


You will be responsible for understanding and articulating client needs to configure with the latest Microsoft technologies including the D365 platform, Power BI, Office 365 and the Power Platform. 


As part of your role you will also be contributing to Pre-Sales activities as required, including building demo and proof of concept solutions for various client presentations. 


We will educate you to follow Felinesoft Frameworks and project delivery methodology, which identifies the best practice processes that are followed to implement Dynamics CRM / D365CE solutions. 


As a Functional CRM Consultant, we would ask you to keep us all up to date with and share (via a blog entry for example) new D365 features and how to use them. We would also like you to create and provide training materials and courses on how to user our D365 Framework and Office 365.


Essential skills and experience:


  • Minimum 2 to 4 years’ experience with Dynamics 365 CRM versions 365 
  • Detailed knowledge and understanding of all CRM functional areas including Sales, Marketing, Customer Service and broad understanding of Dynamics 365 – out-of-the-box functionality and limits 
  • Experience working with all phases of the SDLC process preferably on enterprise level CRM implementation projects 
  • Hands-on experience in customising, configuring and administering MS Dynamics CRM including writing workflows, dashboards, forms, views and reports etc. 
  • Demonstrable skills in facilitating workshops, gathering and documenting requirements, translating requirements into business processes using BPMN techniques 
  • Proven ability of understanding, designing, implementing and improving client experience and/or sales processes 
  • Excellent interpersonal and stakeholder management skills with ability to build long term relationships with new and existing clients and partners 
  • Working with Agile methodology, including planning projects in sprints and writing Epics, Features and User Stories. 
  • Working with third-party tools e.g. DevOps, Visio, Microsoft Teams, Azure etc. 

Nice to haves:


  • Microsoft Dynamics CRM Certifications are desirable 
  • Experience in a Dynamics CRM Consultancy / agency environment 


Personal Attributes:

  • Works well in a team - being a team player, is essential, high levels of accountability and support for each other is the key to the success of this role 
  • Possesses strong communication skills with an ability to convey technical information to non-technical clients 
  • Good listening and problem-solving skills, demonstrate credibility with the client and quickly understand how our solutions will add value to their services

Once ready please click on the 'Apply Now' button below, we look forward to hearing from you.  Before applying please read our Candidate Privacy Notice.

Felinesoft is an equal opportunities employer. We welcome enquiries from everyone and we value diversity in our workplace. If you're disabled and require any reasonable adjustments, please contact or call 0117 325 1902 and ask for HR. 

Strictly no unsolicited contact from recruitment agencies. 


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Salary & benefits

  • £35,000 to £45,000 per annum DOE
  • Flexible working environment
  • Above statutory holiday allowance
  • Generous training budget
  • Friday drinks
  • Pension
  • No dress code
  • Onsite café
  • Cycle to work scheme