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D365 CE Functional Consultant
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-07
Listing for:
Cognizant
Full Time
position Listed on 2026-07-07
Job specializations:
-
IT/Tech
CRM System, IT Business Analyst
Job Description & How to Apply Below
We are seeking a Dynamics 365 Customer Engagement (CE) Functional Consultant with strong experience across Customer Journeys, Sales, and Customer Service
. The consultant will work with business stakeholders to understand processes, define requirements, support solution design, and ensure smooth transition and operations of the CRM platform.
- Lead requirement gathering workshops for Customer Journeys, Customer Service (Case Management, SLAs, Queues, Knowledge Base) and Sales (Lead-Opportunity lifecycle).
- Analyse existing CRM processes and document functional gaps, enhancements, and solution approaches.
- Support knowledge transition, environment walkthroughs, and stakeholder onboarding.
- Review and validate high-level customizations, integrations, reporting needs, and security roles.
- Coordinate with technical teams for solution design, deployment, and issue resolution.
- Support UAT, regression testing, and release readiness activities.
- Ensure alignment with incident, change, and release management processes.
- Work closely with business users to provide functional support and process improvements.
- Strong functional knowledge of D365 CE – Customer Service, Sales &
Customer Journeys modules. - Understanding of Plugin, Cloud flow, API.
- Understanding of:
- Case lifecycle, SLAs, entitlements, queues, routing
- Lead, Opportunity, and basic Sales processes
- Customer Journeys
- Knowledge Base articles
- Ability to document business processes, requirements, and functional specifications.
- Ability to validate customizations, workflows, integrations, and reports at a functional level.
- Experience with test scenarios, UAT support, and go-live readiness.
- Good understanding of CRM security roles, audit controls, and compliance.
- Exposure to Azure Function, integrations, and middleware.
- Experience with Splunk and TIBCO Active Matrix Business Works Plug-in.
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